Position in LTC
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,576
+$127 QoQ
Shares Held
41
+5.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#264
of 286 holders
Holding Since
Mar 2024
10 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, 2026ROTHSCHILD INVESTMENT LLC holds $5,259,876 across 17 REIT - Healthcare Facilities names. LTC ranks #14 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VTR |
Ventas, Inc.
|
40,047 | $3,556,173 | |
| 2 | HR |
Healthcare Realty Trust Inc
|
28,742 | $579,726 | |
| 3 | WELL |
Welltower Inc.
|
1,755 | $398,332 | |
| 4 | MPT |
Medical Properties Trust Inc
|
48,992 | $226,343 | |
| 5 | UHT |
Universal Health Realty Income Trust
|
5,059 | $221,887 | |
| 6 | DOC |
Healthpeak Properties, Inc.
|
5,121 | $109,589 | |
| 7 | CTRE |
CareTrust REIT, Inc.
|
1,682 | $67,868 | |
| 8 | OHI |
Omega Healthcare Investors Inc
|
801 | $38,191 |
All Filings in LTC
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,576 | 41 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,449 | 39 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,168 | 34 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $2,543 | 69 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,557 | 45 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,595 | 45 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $1,554 | 45 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $1,284 | 35 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $517 | 15 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $162 | 5 | Shares | Sole | 2024-07-31 | |
| No filing history on record for this holder in this stock. | ||||||