Position in XRN
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$8,900,339
+$983,991 QoQ
Shares Held
269,055
+14.7% QoQ
Ownership
2.03%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in XRN Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Mar 31, 2026STIFEL FINANCIAL CORP holds $100,825,445 across 13 REIT - Healthcare Facilities names. XRN ranks #3 (8.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
295,621 | $58,447,226 | |
| 2 | OHI |
Omega Healthcare Investors Inc
|
249,529 | $10,934,359 | |
| 3 | XRN |
Chiron Real Estate Inc.
This page
|
269,055 | $8,900,339 | |
| 4 | DOC |
Healthpeak Properties, Inc.
|
341,314 | $5,607,787 | |
| 5 | VTR |
Ventas, Inc.
|
51,399 | $4,203,409 | |
| 6 | UHT |
Universal Health Realty Income Trust
|
93,638 | $3,789,529 | |
| 7 | CTRE |
CareTrust REIT, Inc.
|
98,711 | $3,617,757 | |
| 8 | HR |
Healthcare Realty Trust Inc
|
154,019 | $2,616,782 |
All Filings in XRN
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,900,339 | 269,055 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $7,916,348 | 234,628 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $7,046,906 | 209,045 | Shares | Defined | 2025-11-12 | |
| No filing history on record for this holder in this stock. | ||||||