Position in XRN
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$4,785,317
-$165,045 QoQ
Shares Held
144,659
-1.4% QoQ
Ownership
1.09%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 62%
Shared 0%
None 38%
Common Shares in XRN Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Mar 31, 2026MORGAN STANLEY holds $3,057,597,497 across 17 REIT - Healthcare Facilities names. XRN ranks #14 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
9,046,607 | $1,788,604,661 | |
| 2 | VTR |
Ventas, Inc.
|
6,387,470 | $522,367,290 | |
| 3 | DOC |
Healthpeak Properties, Inc.
|
12,309,359 | $202,242,757 | |
| 4 | OHI |
Omega Healthcare Investors Inc
|
3,327,611 | $145,815,905 | |
| 5 | AHR |
American Healthcare REIT, Inc.
|
1,749,743 | $82,517,872 | |
| 6 | HR |
Healthcare Realty Trust Inc
|
4,368,543 | $74,221,539 | |
| 7 | CTRE |
CareTrust REIT, Inc.
|
1,943,515 | $71,229,818 | |
| 8 | SBRA |
Sabra Health Care REIT, Inc.
|
2,242,243 | $43,118,328 |
All Filings in XRN
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,785,317 | 144,659 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $4,950,362 | 146,721 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $4,832,292 | 143,349 | Shares | Defined | 2026-05-27 | |
| No filing history on record for this holder in this stock. | ||||||