Position in LTC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$314,481
+$11,591 QoQ
Shares Held
8,179
+0.3% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#168
of 286 holders
Holding Since
Mar 2020
16 quarters on record
Voting authority
Sole 91%
Shared 0%
None 9%
Common Shares in LTC Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026STIFEL FINANCIAL CORP holds $134,826,940 across 14 REIT - Healthcare Facilities names. LTC ranks #12 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
336,691 | $76,418,753 | |
| 2 | VTR |
Ventas, Inc.
|
179,344 | $15,925,746 | |
| 3 | OHI |
Omega Healthcare Investors Inc
|
247,865 | $11,818,201 | |
| 4 | XRN |
Chiron Real Estate Inc.
|
267,266 | $10,027,819 | |
| 5 | DOC |
Healthpeak Properties, Inc.
|
297,250 | $6,361,148 | |
| 6 | UHT |
Universal Health Realty Income Trust
|
94,934 | $4,163,804 | |
| 7 | CTRE |
CareTrust REIT, Inc.
|
97,892 | $3,949,941 | |
| 8 | HR |
Healthcare Realty Trust Inc
|
127,810 | $2,577,927 |
All Filings in LTC
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $314,481 | 8,179 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $302,890 | 8,151 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $341,530 | 9,934 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $384,670 | 10,436 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $349,560 | 10,100 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $292,071 | 8,239 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $268,107 | 7,760 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $283,136 | 7,717 | Shares | Defined | 2024-11-14 | |
| 2021-12-31 | $644,358 | 18,874 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $625,750 | 19,746 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $697,507 | 18,169 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $727,429 | 17,436 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $726,099 | 18,661 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $910,334 | 26,114 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $1,035,472 | 27,488 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $923,415 | 29,884 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||