Position in LTC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$643,498
-$1,228 QoQ
Shares Held
16,736
-3.5% QoQ
Ownership
0.031%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#125
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, 2026Creative Planning holds $111,699,538 across 16 REIT - Healthcare Facilities names. LTC ranks #13 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
231,196 | $52,474,556 | |
| 2 | VTR |
Ventas, Inc.
|
142,720 | $12,673,535 | |
| 3 | DOC |
Healthpeak Properties, Inc.
|
531,278 | $11,369,349 | |
| 4 | OHI |
Omega Healthcare Investors Inc
|
228,169 | $10,879,097 | |
| 5 | HR |
Healthcare Realty Trust Inc
|
441,781 | $8,910,722 | |
| 6 | CTRE |
CareTrust REIT, Inc.
|
111,138 | $4,484,418 | |
| 7 | AHR |
American Healthcare REIT, Inc.
|
44,386 | $2,314,729 | |
| 8 | DHC |
Diversified Healthcare Trust
|
242,193 | $2,252,394 |
All Filings in LTC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $643,498 | 16,736 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $644,726 | 17,350 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $515,596 | 14,997 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $677,227 | 18,373 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $387,561 | 11,198 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $282,288 | 7,963 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $264,238 | 7,648 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $284,273 | 7,748 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $272,101 | 7,887 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $240,476 | 7,397 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $214,786 | 6,687 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $200,523 | 6,241 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $230,116 | 6,969 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $266,952 | 7,599 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $255,460 | 7,190 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $332,556 | 8,880 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $296,601 | 7,726 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $421,746 | 10,963 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $377,349 | 11,053 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $403,825 | 12,743 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $627,023 | 16,333 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $890,638 | 21,348 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $916,758 | 23,561 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $815,340 | 23,389 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $880,875 | 23,384 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $732,299 | 23,699 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||