Position in LTC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$769
+$26 QoQ
Shares Held
20
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#272
of 286 holders
Holding Since
Jun 2025
5 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, 2026Larson Financial Group LLC holds $1,748,646 across 15 REIT - Healthcare Facilities names. LTC ranks #13 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
2,728 | $619,174 | |
| 2 | SILA |
Sila Realty Trust, Inc.
|
15,298 | $464,447 | |
| 3 | VTR |
Ventas, Inc.
|
3,175 | $281,940 | |
| 4 | OHI |
Omega Healthcare Investors Inc
|
4,382 | $208,933 | |
| 5 | DOC |
Healthpeak Properties, Inc.
|
2,029 | $43,420 | |
| 6 | AHR |
American Healthcare REIT, Inc.
|
614 | $32,020 | |
| 7 | SBRA |
Sabra Health Care REIT, Inc.
|
1,264 | $24,660 | |
| 8 | UHT |
Universal Health Realty Income Trust
|
550 | $24,123 |
All Filings in LTC
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $769 | 20 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $743 | 20 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $687 | 20 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $884 | 24 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $865 | 25 | Shares | Sole | 2025-08-08 | |
| No filing history on record for this holder in this stock. | ||||||