EP Wealth Advisors, LLC

Position in LTC — Ltc Properties Inc

CIK 1540569 TORRANCE, CA

Position in LTC

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$206,015

-$1,597 QoQ

Shares Held

5,358

-4.1% QoQ

Ownership

0.010%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#192

of 286 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 97% Shared 0% None 3%

Real Estate · as of Jun 30, 2026

EP Wealth Advisors, LLC holds $63,702,567 across 5 REIT - Healthcare Facilities names. LTC ranks #4 (0.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WELL	Welltower Inc.	274,449	$62,291,689
2	OHI	Omega Healthcare Investors Inc	15,951	$760,543
3	CTRE	CareTrust REIT, Inc.	7,398	$298,509
4	LTC	Ltc Properties Inc This page	5,358	$206,015
5	MPT	Medical Properties Trust Inc	31,561	$145,811

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$206,015	5,358	-4.1%	Shares	Sole	2026-08-12
2026-03-31	$207,612	5,587	-4.7%	Shares	Sole	2026-05-14
2025-12-31	$201,466	5,860	—	Shares	Sole	2026-02-18
No filing history on record for this holder in this stock.