Position in LTC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$28,105
+$10,975 QoQ
Shares Held
731
+58.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#226
of 286 holders
Holding Since
Mar 2020
21 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LTC Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026BESSEMER GROUP INC holds $11,053,910 across 13 REIT - Healthcare Facilities names. LTC ranks #10 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
18,394 | $4,174,883 | |
| 2 | HR |
Healthcare Realty Trust Inc
|
202,300 | $4,080,389 | |
| 3 | VTR |
Ventas, Inc.
|
22,263 | $1,976,950 | |
| 4 | CTRE |
CareTrust REIT, Inc.
|
13,605 | $548,960 | |
| 5 | OHI |
Omega Healthcare Investors Inc
|
1,771 | $82,820 | |
| 6 | SBRA |
Sabra Health Care REIT, Inc.
|
2,184 | $42,609 | |
| 7 | DOC |
Healthpeak Properties, Inc.
|
1,820 | $36,723 | |
| 8 | UHT |
Universal Health Realty Income Trust
|
759 | $30,704 |
All Filings in LTC
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $28,105 | 731 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $17,130 | 461 | Shares | Defined | 2026-05-06 | |
| 2025-12-31 | $13,681 | 398 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $16,069 | 436 | Shares | Defined | 2025-11-05 | |
| 2025-06-30 | $10,590 | 306 | Shares | Defined | 2025-08-01 | |
| 2025-03-31 | $7,515 | 212 | Shares | Defined | 2025-04-23 | |
| 2024-12-31 | $8,879 | 257 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $9,428 | 257 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $9,108 | 264 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $4 | 138 | Shares | Other | 2024-08-13 | |
| 2023-12-31 | $3,888 | 195 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $3,888 | 159 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $3,765 | 152 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $4,004 | 114 | Shares | Other | 2023-05-10 | |
| 2022-12-31 | $4 | 101 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $3,782 | 101 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $4,721 | 123 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $4,731 | 123 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $4,028 | 118 | Shares | Defined | 2022-01-27 | |
| 2020-06-30 | $1,940,155 | 51,504 | Shares | Defined | 2020-08-05 | |
| 2020-03-31 | $1,588,260 | 51,400 | Shares | Defined | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||