Position in LTC
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$11,419
+$457 QoQ
Shares Held
297
+0.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#242
of 286 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LTC Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026Crewe Advisors LLC holds $100,566 across 8 REIT - Healthcare Facilities names. LTC ranks #3 (11.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CTRE |
CareTrust REIT, Inc.
|
1,445 | $58,305 | |
| 2 | WELL |
Welltower Inc.
|
90 | $20,427 | |
| 3 | LTC |
Ltc Properties Inc
This page
|
297 | $11,419 | |
| 4 | HR |
Healthcare Realty Trust Inc
|
250 | $5,042 | |
| 5 | VTR |
Ventas, Inc.
|
35 | $3,108 | |
| 6 | SBRA |
Sabra Health Care REIT, Inc.
|
94 | $1,833 | |
| 7 | DOC |
Healthpeak Properties, Inc.
|
18 | $385 | |
| 8 | OHI |
Omega Healthcare Investors Inc
|
1 | $47 |
All Filings in LTC
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,419 | 297 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $10,962 | 295 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $10,142 | 295 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $7,924 | 215 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $7,371 | 213 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $2,942 | 83 | Shares | Sole | 2025-04-23 | |
| No filing history on record for this holder in this stock. | ||||||