Position in LTC
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$19,360
-$614 QoQ
Shares Held
521
-10.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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, 2026Sound Income Strategies, LLC holds $66,072,778 across 6 REIT - Healthcare Facilities names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CTRE |
CareTrust REIT, Inc.
|
628,271 | $25,350,734 | |
| 2 | NHI |
National Health Investors Inc
|
270,252 | $20,609,417 | |
| 3 | SBRA |
Sabra Health Care REIT, Inc.
|
971,298 | $18,950,023 | |
| 4 | OHI |
Omega Healthcare Investors Inc
|
13,638 | $650,259 | |
| 5 | DOC |
Healthpeak Properties, Inc.
|
12,724 | $272,293 | |
| 6 | XRN |
Chiron Real Estate Inc.
|
6,398 | $240,052 |
All Filings in LTC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $19,360 | 521 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $19,974 | 581 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $17,397 | 472 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $16,162 | 467 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $22,085 | 623 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $6,219 | 180 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $6,604 | 180 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $6,210 | 180 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $5,851 | 180 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $5,781 | 180 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $5,783 | 180 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $5,943 | 180 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $6,323 | 180 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $6,395 | 180 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $6,741 | 180 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $6,910 | 180 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $6,924 | 180 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $6,145 | 180 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $5,704 | 180 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $11,517 | 300 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $29,746 | 713 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $20,739 | 533 | Shares | Sole | 2021-01-11 | |
| 2020-09-30 | $18,580 | 533 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $20,078 | 533 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $44,465 | 1,439 | Shares | Sole | 2020-04-07 | |
| No filing history on record for this holder in this stock. | ||||||