Position in LTC
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$466,469
New position
Shares Held
12,553
first reported quarter
Ownership
0.023%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 62%
Shared 0%
None 38%
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026Focus Partners Wealth holds $53,194,916 across 10 REIT - Healthcare Facilities names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
133,077 | $30,204,486 | |
| 2 | CHCT |
Community Healthcare Trust Inc
|
513,420 | $9,385,317 | |
| 3 | OHI |
Omega Healthcare Investors Inc
|
100,961 | $4,813,820 | |
| 4 | DOC |
Healthpeak Properties, Inc.
|
124,703 | $2,668,644 | |
| 5 | VTR |
Ventas, Inc.
|
24,898 | $2,210,942 | |
| 6 | SILA |
Sila Realty Trust, Inc.
|
40,442 | $1,227,819 | |
| 7 | HR |
Healthcare Realty Trust Inc
|
57,808 | $1,165,987 | |
| 8 | MPT |
Medical Properties Trust Inc
|
141,324 | $652,916 |
All Filings in LTC
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $466,469 | 12,553 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||