Position in LTC
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$576
-$92 QoQ
Shares Held
15
-16.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#275
of 286 holders
Holding Since
Mar 2021
22 quarters on record
Common Shares in LTC Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026Spire Wealth Management holds $10,543,458 across 12 REIT - Healthcare Facilities names. LTC ranks #12 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
25,459 | $5,778,428 | |
| 2 | OHI |
Omega Healthcare Investors Inc
|
70,956 | $3,383,182 | |
| 3 | AHR |
American Healthcare REIT, Inc.
|
18,067 | $942,194 | |
| 4 | SILA |
Sila Realty Trust, Inc.
|
5,276 | $160,179 | |
| 5 | VTR |
Ventas, Inc.
|
1,505 | $133,644 | |
| 6 | CTRE |
CareTrust REIT, Inc.
|
1,418 | $57,216 | |
| 7 | SBRA |
Sabra Health Care REIT, Inc.
|
2,023 | $39,468 | |
| 8 | HR |
Healthcare Realty Trust Inc
|
1,205 | $24,304 |
All Filings in LTC
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $576 | 15 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $668 | 18 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $618 | 18 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $552 | 15 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $519 | 15 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $2,304 | 65 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $2,245 | 65 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $2,384 | 65 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $2,242 | 65 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $2,113 | 65 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $1,606 | 50 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,606 | 50 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $9,906 | 300 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $35,094 | 999 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $17,054 | 480 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $1,872 | 50 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $1,919 | 50 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $1,923 | 50 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $1,707 | 50 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $3,169 | 100 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $3,839 | 100 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $4,172 | 100 | Shares | Sole | 2021-05-21 | |
| No filing history on record for this holder in this stock. | ||||||