AWM
LTC

Abound Wealth Management’s LTC Properties LTC Stock Holding History

Abound Wealth Management’s Portfolio LTC Stock Details LTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-13
Closed -$480 – 1473
2025
Q3 		$480 Hold
13
– – ﹤0.01% 935
2025
Q2 		$450 Buy
+13
New +$457 ﹤0.01% 871
2024
Q2 		– Sell
-13
Closed -$423 – 1255
2024
Q1 		$423 Hold
13
– – ﹤0.01% 959
2023
Q4 		$418 Hold
13
– – ﹤0.01% 1003
2023
Q3 		$418 Hold
13
– – ﹤0.01% 867
2023
Q2 		$430 Buy
+13
New +$434 ﹤0.01% 899

Other funds holding LTC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
ACM
Advisors Capital Management Ridgewood, New Jersey $9.45B AUM 27.66% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Abound Wealth Management's LTC Position: Q4 2025 in Review

Abound Wealth Management sold out of LTC Properties (LTC) in Q4 2025, closing a stake of 13 shares — an estimated $480 sold.

Abound Wealth Management first reported a position in LTC in Q2 2023 and held it in 6 quarters. The position peaked at $480 in Q3 2025. 272 funds tracked by Wall St. Rank hold LTC as of Q4 2025.

  • Abound Wealth Management reported no remaining LTC Properties position as of Q4 2025 after selling out during the quarter.
  • Abound Wealth Management sold 13 LTC Properties shares in Q4 2025, an estimated $480.
  • Abound Wealth Management first reported a position in LTC Properties in Q2 2023 and held it in 6 quarters.
  • Abound Wealth Management's LTC Properties position peaked at $480 in Q3 2025.
  • 272 funds tracked by Wall St. Rank held LTC Properties as of Q4 2025.

Based on Abound Wealth Management's 13F filing for Q4 2025, filed 12 Jan 2026.