Position in LTC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$9,223,114
+$691,961 QoQ
Shares Held
239,873
+4.5% QoQ
Ownership
0.445%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#28
of 286 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 86%
Shared 0%
None 14%
Common Shares in LTC Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026JPMORGAN CHASE & CO holds $6,863,277,059 across 18 REIT - Healthcare Facilities names. LTC ranks #12 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VTR |
Ventas, Inc.
|
43,693,905 | $3,880,018,756 | |
| 2 | WELL |
Welltower Inc.
|
8,588,951 | $1,949,434,197 | |
| 3 | DOC |
Healthpeak Properties, Inc.
|
30,192,317 | $646,115,578 | |
| 4 | OHI |
Omega Healthcare Investors Inc
|
1,851,042 | $88,257,677 | |
| 5 | SBRA |
Sabra Health Care REIT, Inc.
|
3,231,743 | $63,051,301 | |
| 6 | CTRE |
CareTrust REIT, Inc.
|
1,515,488 | $61,149,938 | |
| 7 | AHR |
American Healthcare REIT, Inc.
|
779,243 | $40,637,519 | |
| 8 | HR |
Healthcare Realty Trust Inc
|
1,578,423 | $31,836,788 |
All Filings in LTC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,223,114 | 239,873 | Shares | Other | 2026-08-12 | |
| 2026-03-31 | $8,531,153 | 229,579 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $12,178,288 | 354,226 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $7,758,916 | 210,497 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $7,567,751 | 218,658 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $8,730,942 | 246,289 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $11,634,157 | 336,734 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $9,312,176 | 253,807 | Shares | Defined | 2024-12-26 | |
| 2024-06-30 | $4,854,390 | 140,707 | Shares | Defined | 2024-12-26 | |
| 2024-03-31 | $4,506,697 | 138,625 | Shares | Defined | 2024-12-26 | |
| 2023-12-31 | $6,976,430 | 217,199 | Shares | Defined | 2024-12-26 | |
| 2023-09-30 | $6,647,727 | 206,901 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $6,972,665 | 211,165 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $7,268,676 | 206,908 | Shares | Defined | 2023-05-18 | |
| 2022-12-31 | $6,679,388 | 187,993 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $7,814,614 | 208,668 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $7,901,389 | 205,819 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $6,944,872 | 180,527 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $11,183,169 | 327,568 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $8,974,383 | 283,193 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $8,913,158 | 232,174 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $15,889,768 | 380,867 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $11,866,030 | 304,961 | Shares | Defined | 2021-02-19 | |
| 2020-09-30 | $9,349,102 | 268,190 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $8,751,455 | 232,319 | Shares | Defined | 2020-08-11 | |
| 2020-03-31 | $9,266,692 | 299,893 | Shares | Other | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||