Position in LTC
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$2,143,087
+$802,095 QoQ
Shares Held
55,737
+54.5% QoQ
Ownership
0.103%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#65
of 286 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LTC Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026LPL Financial LLC holds $366,788,756 across 17 REIT - Healthcare Facilities names. LTC ranks #13 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DOC |
Healthpeak Properties, Inc.
|
5,632,580 | $120,537,212 | |
| 2 | WELL |
Welltower Inc.
|
480,491 | $109,057,042 | |
| 3 | AHR |
American Healthcare REIT, Inc.
|
728,683 | $38,000,818 | |
| 4 | OHI |
Omega Healthcare Investors Inc
|
738,084 | $35,191,845 | |
| 5 | VTR |
Ventas, Inc.
|
266,459 | $23,661,559 | |
| 6 | CTRE |
CareTrust REIT, Inc.
|
265,332 | $10,706,146 | |
| 7 | SILA |
Sila Realty Trust, Inc.
|
267,235 | $8,113,254 | |
| 8 | HR |
Healthcare Realty Trust Inc
|
322,085 | $6,496,454 |
All Filings in LTC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,143,087 | 55,737 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,340,992 | 36,087 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,139,181 | 33,135 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,228,764 | 33,336 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,865,375 | 53,897 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,720,920 | 48,545 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,601,772 | 46,361 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $1,629,146 | 44,403 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $1,377,861 | 39,938 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $1,173,025 | 36,082 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $756,490 | 23,552 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $689,638 | 21,464 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $600,633 | 18,190 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $590,851 | 16,819 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,455,948 | 40,978 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,598,291 | 42,678 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,556,752 | 40,551 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,439,201 | 37,411 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,276,972 | 37,404 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,227,322 | 38,729 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,476,364 | 38,457 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $2,012,572 | 48,240 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,289,127 | 33,131 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,217,485 | 34,925 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $1,394,204 | 37,011 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $1,185,911 | 38,379 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||