Position in LTC
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$9,509,568
+$911,228 QoQ
Shares Held
247,323
+6.9% QoQ
Ownership
0.459%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#27
of 286 holders
Holding Since
Mar 2020
26 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, 2026PRINCIPAL FINANCIAL GROUP INC holds $5,101,527,919 across 14 REIT - Healthcare Facilities names. LTC ranks #12 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
9,814,621 | $2,227,624,526 | |
| 2 | VTR |
Ventas, Inc.
|
13,969,657 | $1,240,505,541 | |
| 3 | SBRA |
Sabra Health Care REIT, Inc.
|
24,706,070 | $482,015,424 | |
| 4 | AHR |
American Healthcare REIT, Inc.
|
8,917,875 | $465,067,179 | |
| 5 | DOC |
Healthpeak Properties, Inc.
|
16,760,575 | $358,676,304 | |
| 6 | NHI |
National Health Investors Inc
|
1,977,094 | $150,773,187 | |
| 7 | NHP |
National Healthcare Properties, Inc.
|
4,927,274 | $72,184,563 | |
| 8 | OHI |
Omega Healthcare Investors Inc
|
738,980 | $35,234,565 |
All Filings in LTC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,509,568 | 247,323 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $8,598,340 | 231,387 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $9,887,893 | 287,606 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $9,553,079 | 259,172 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $8,848,876 | 255,674 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $9,050,703 | 255,309 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $8,522,206 | 246,663 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $8,408,467 | 229,176 | Shares | Defined | 2024-10-31 | |
| 2024-06-30 | $7,396,730 | 214,398 | Shares | Defined | 2024-07-29 | |
| 2024-03-31 | $6,988,024 | 214,950 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $6,930,821 | 215,779 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $7,179,511 | 223,452 | Shares | Defined | 2023-11-02 | |
| 2023-06-30 | $7,773,799 | 235,427 | Shares | Defined | 2023-08-07 | |
| 2023-03-31 | $8,999,287 | 256,171 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $9,268,496 | 260,864 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $9,778,194 | 261,100 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $10,556,750 | 274,987 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $12,280,239 | 319,216 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $11,876,964 | 347,890 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $11,545,617 | 364,330 | Shares | Defined | 2021-11-09 | |
| 2021-06-30 | $13,986,244 | 364,320 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $15,002,595 | 359,602 | Shares | Defined | 2021-05-10 | |
| 2020-12-31 | $13,645,463 | 350,693 | Shares | Defined | 2021-02-23 | |
| 2020-09-30 | $11,554,137 | 331,444 | Shares | Defined | 2020-11-06 | |
| 2020-06-30 | $12,046,602 | 319,793 | Shares | Defined | 2020-08-05 | |
| 2020-03-31 | $10,311,577 | 333,708 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||