Position in LTC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,427,071
+$497,440 QoQ
Shares Held
37,115
+48.4% QoQ
Ownership
0.069%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#85
of 286 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in LTC Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026CAPTRUST FINANCIAL ADVISORS holds $44,313,875 across 12 REIT - Healthcare Facilities names. LTC ranks #8 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
83,300 | $18,906,601 | |
| 2 | CTRE |
CareTrust REIT, Inc.
|
127,146 | $5,130,341 | |
| 3 | NHI |
National Health Investors Inc
|
57,825 | $4,409,734 | |
| 4 | VTR |
Ventas, Inc.
|
49,585 | $4,403,148 | |
| 5 | OHI |
Omega Healthcare Investors Inc
|
64,891 | $3,094,002 | |
| 6 | HR |
Healthcare Realty Trust Inc
|
88,113 | $1,777,239 | |
| 7 | DOC |
Healthpeak Properties, Inc.
|
71,614 | $1,532,539 | |
| 8 | LTC |
Ltc Properties Inc
This page
|
37,115 | $1,427,071 |
All Filings in LTC
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,427,071 | 37,115 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $929,631 | 25,017 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||