Position in LTC
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$420,373
+$75,529 QoQ
Shares Held
10,933
+17.8% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#150
of 286 holders
Holding Since
Mar 2022
9 quarters on record
Voting authority
Sole 7%
Shared 0%
None 93%
Common Shares in LTC Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026MERCER GLOBAL ADVISORS INC /ADV holds $60,191,920 across 14 REIT - Healthcare Facilities names. LTC ranks #12 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
140,565 | $31,904,038 | |
| 2 | VTR |
Ventas, Inc.
|
98,318 | $8,730,638 | |
| 3 | OHI |
Omega Healthcare Investors Inc
|
138,748 | $6,615,504 | |
| 4 | HR |
Healthcare Realty Trust Inc
|
140,219 | $2,828,217 | |
| 5 | DOC |
Healthpeak Properties, Inc.
|
118,281 | $2,531,213 | |
| 6 | AHR |
American Healthcare REIT, Inc.
|
47,207 | $2,461,845 | |
| 7 | SBRA |
Sabra Health Care REIT, Inc.
|
70,115 | $1,367,943 | |
| 8 | MPT |
Medical Properties Trust Inc
|
235,840 | $1,089,580 |
All Filings in LTC
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $420,373 | 10,933 | Shares | Sole | 2026-08-19 | |
| 2026-03-31 | $344,844 | 9,280 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $266,169 | 7,742 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $281,610 | 7,640 | Shares | Sole | 2025-11-14 | |
| 2024-12-31 | $219,738 | 6,360 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $223,772 | 6,099 | Shares | Sole | 2024-11-14 | |
| 2022-09-30 | $214,850 | 5,737 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $296,447 | 7,722 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $270,174 | 7,023 | Shares | Sole | 2022-05-10 | |
| No filing history on record for this holder in this stock. | ||||||