Position in XRN
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,714,287
+$181,660 QoQ
Shares Held
45,690
-1.4% QoQ
Ownership
0.345%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#38
of 170 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 88%
Shared 0%
None 12%
Common Shares in XRN Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026JPMORGAN CHASE & CO holds $6,863,277,059 across 18 REIT - Healthcare Facilities names. XRN ranks #16 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VTR |
Ventas, Inc.
|
43,693,905 | $3,880,018,756 | |
| 2 | WELL |
Welltower Inc.
|
8,588,951 | $1,949,434,197 | |
| 3 | DOC |
Healthpeak Properties, Inc.
|
30,192,317 | $646,115,578 | |
| 4 | OHI |
Omega Healthcare Investors Inc
|
1,851,042 | $88,257,677 | |
| 5 | SBRA |
Sabra Health Care REIT, Inc.
|
3,231,743 | $63,051,301 | |
| 6 | CTRE |
CareTrust REIT, Inc.
|
1,515,488 | $61,149,938 | |
| 7 | AHR |
American Healthcare REIT, Inc.
|
779,243 | $40,637,519 | |
| 8 | HR |
Healthcare Realty Trust Inc
|
1,578,423 | $31,836,788 |
All Filings in XRN
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,714,287 | 45,690 | Shares | Other | 2026-08-12 | |
| 2026-03-31 | $1,532,627 | 46,331 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $1,869,024 | 55,395 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $3,679,242 | 109,144 | Shares | Other | 2025-11-07 | |
| No filing history on record for this holder in this stock. | ||||||