Position in LTC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$10,958
+$1,074 QoQ
Shares Held
285
+7.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#245
of 286 holders
Holding Since
Dec 2021
11 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, 2026UMB Bank, n.a. holds $39,061,336 across 11 REIT - Healthcare Facilities names. LTC ranks #10 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
168,493 | $38,242,855 | |
| 2 | VTR |
Ventas, Inc.
|
2,698 | $239,581 | |
| 3 | OHI |
Omega Healthcare Investors Inc
|
3,485 | $166,164 | |
| 4 | DOC |
Healthpeak Properties, Inc.
|
4,951 | $105,951 | |
| 5 | HR |
Healthcare Realty Trust Inc
|
4,323 | $87,194 | |
| 6 | CTRE |
CareTrust REIT, Inc.
|
1,742 | $70,289 | |
| 7 | SBRA |
Sabra Health Care REIT, Inc.
|
3,078 | $60,051 | |
| 8 | AHR |
American Healthcare REIT, Inc.
|
952 | $49,646 |
All Filings in LTC
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,958 | 285 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $9,884 | 266 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $8,870 | 258 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $10,247 | 278 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $8,202 | 237 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $4,289 | 121 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $4,180 | 121 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $4,182 | 114 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $1,690 | 49 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $455 | 14 | Shares | Sole | 2024-04-26 | |
| 2021-12-31 | $6,828 | 200 | Shares | Sole | 2022-02-09 | |
| No filing history on record for this holder in this stock. | ||||||