Position in LTC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$43,194,457
+$5,495,530 QoQ
Shares Held
1,123,393
+10.7% QoQ
Ownership
2.08%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#8
of 286 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 68%
Shared 0%
None 32%
Common Shares in LTC Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026MORGAN STANLEY holds $3,875,902,607 across 18 REIT - Healthcare Facilities names. LTC ranks #9 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
9,762,078 | $2,215,698,834 | |
| 2 | VTR |
Ventas, Inc.
|
7,885,794 | $700,258,501 | |
| 3 | DOC |
Healthpeak Properties, Inc.
|
14,189,218 | $303,649,260 | |
| 4 | OHI |
Omega Healthcare Investors Inc
|
2,892,204 | $137,900,280 | |
| 5 | AHR |
American Healthcare REIT, Inc.
|
2,378,640 | $124,046,070 | |
| 6 | CTRE |
CareTrust REIT, Inc.
|
2,570,606 | $103,723,945 | |
| 7 | HR |
Healthcare Realty Trust Inc
|
5,014,723 | $101,146,957 | |
| 8 | SBRA |
Sabra Health Care REIT, Inc.
|
2,279,604 | $44,475,069 |
All Filings in LTC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $43,194,457 | 1,123,393 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $37,698,927 | 1,014,503 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $28,965,351 | 842,506 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $31,741,874 | 861,147 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $24,944,427 | 720,729 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $24,566,031 | 692,977 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $26,666,758 | 771,831 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $30,140,170 | 821,482 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $22,061,161 | 639,454 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $25,751,134 | 792,099 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $19,304,148 | 601,001 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $17,166,412 | 534,280 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $18,872,378 | 571,544 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $22,247,649 | 633,295 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $14,833,840 | 417,502 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $18,075,877 | 482,667 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $15,065,959 | 392,445 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $11,867,724 | 308,493 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $9,151,769 | 268,066 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $9,459,716 | 298,508 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $10,752,998 | 280,099 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $6,348,613 | 152,172 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $6,993,021 | 179,723 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $5,489,020 | 157,459 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $6,270,923 | 166,470 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $4,995,199 | 161,657 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||