Steward Partners Investment Advisory, LLC
Position in LTC — Ltc Properties Inc
CIK 1723397
STAMFORD, CT
Position in LTC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$47,331
+$1,848 QoQ
Shares Held
1,231
+0.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#219
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, 2026Steward Partners Investment Advisory, LLC holds $26,774,151 across 14 REIT - Healthcare Facilities names. LTC ranks #10 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CTRE |
CareTrust REIT, Inc.
|
278,282 | $11,228,678 | |
| 2 | WELL |
Welltower Inc.
|
41,482 | $9,415,169 | |
| 3 | SBRA |
Sabra Health Care REIT, Inc.
|
101,549 | $1,981,220 | |
| 4 | VTR |
Ventas, Inc.
|
19,118 | $1,697,678 | |
| 5 | AHR |
American Healthcare REIT, Inc.
|
22,655 | $1,181,458 | |
| 6 | DOC |
Healthpeak Properties, Inc.
|
31,233 | $668,386 | |
| 7 | OHI |
Omega Healthcare Investors Inc
|
8,209 | $391,405 | |
| 8 | HR |
Healthcare Realty Trust Inc
|
3,813 | $76,908 |
All Filings in LTC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $47,331 | 1,231 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $45,483 | 1,224 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $41,840 | 1,217 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $44,600 | 1,210 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $40,597 | 1,173 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $41,334 | 1,166 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $40,043 | 1,159 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $42,303 | 1,153 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $39,571 | 1,147 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $36,963 | 1,137 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $36,391 | 1,133 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $36,178 | 1,126 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $22,387 | 678 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $23,607 | 672 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $23,662 | 666 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $24,754 | 661 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $25,183 | 656 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $25,005 | 650 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $22,020 | 645 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $20,249 | 639 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $37,430 | 975 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $50,981 | 1,222 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $24,279 | 624 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $21,578 | 619 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $30,663 | 814 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $24,998 | 809 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||