Position in LTC
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$211,127
-$6,945 QoQ
Shares Held
5,491
-13.4% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#190
of 286 holders
Holding Since
Jun 2022
3 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, 2026AE Wealth Management LLC holds $4,458,194 across 7 REIT - Healthcare Facilities names. LTC ranks #7 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
5,195 | $1,179,092 | |
| 2 | AHR |
American Healthcare REIT, Inc.
|
19,121 | $997,153 | |
| 3 | VTR |
Ventas, Inc.
|
9,876 | $876,974 | |
| 4 | SILA |
Sila Realty Trust, Inc.
|
15,536 | $471,672 | |
| 5 | OHI |
Omega Healthcare Investors Inc
|
8,936 | $426,058 | |
| 6 | MPT |
Medical Properties Trust Inc
|
64,097 | $296,118 | |
| 7 | LTC |
Ltc Properties Inc
This page
|
5,491 | $211,127 |
All Filings in LTC
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $211,127 | 5,491 | Shares | Other | 2026-08-03 | |
| 2025-12-31 | $218,072 | 6,343 | Shares | Other | 2026-01-26 | |
| 2022-06-30 | $498,532 | 12,986 | Shares | Sole | 2022-08-03 | |
| No filing history on record for this holder in this stock. | ||||||