AWM
LTC

AE Wealth Management’s LTC Properties LTC Stock Holding History

AE 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
2026
Q2 		$211K Buy
+5,491
New +$209K ﹤0.01% 1692
2026
Q1 		– Sell
-6,343
Closed -$218K – 2657
2025
Q4 		$218K Buy
+6,343
New +$224K ﹤0.01% 1481
2022
Q3 		– Sell
-12,986
Closed -$499K – 1821
2022
Q2 		$499K Buy
+12,986
New +$480K ﹤0.01% 1208
2019
Q4 		– Sell
-7,797
Closed -$399K – 1160
2019
Q3 		$399K Sell
7,797
-7,002
-47% -$338K 0.01% 681
2019
Q2 		$676K Buy
14,799
+9,072
+158% +$411K 0.02% 509
2019
Q1 		$262K Buy
+5,727
New +$257K 0.02% 501

Other funds holding LTC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

AE Wealth Management's LTC Position: Q2 2026 in Review

AE Wealth Management opened a new position in LTC Properties (LTC) in Q2 2026: 5,491 shares worth $211K. The stake represents ﹤0.01% of the portfolio and ranks #1692 among its holdings. This is a return to the name: AE Wealth Management previously reported a position in LTC as recently as Q4 2025.

AE Wealth Management first reported a position in LTC in Q1 2019 and has held it in 6 quarters since. The position peaked at $676K in Q2 2019. 289 funds tracked by Wall St. Rank hold LTC as of Q2 2026.

  • AE Wealth Management held 5,491 shares of LTC Properties worth $211K as of Q2 2026.
  • LTC Properties was a new AE Wealth Management position in Q2 2026.
  • LTC Properties made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1692 holding.
  • AE Wealth Management first reported a position in LTC Properties in Q1 2019 and has held it in 6 quarters since.
  • AE Wealth Management's LTC Properties position peaked at $676K in Q2 2019.
  • 289 funds tracked by Wall St. Rank held LTC Properties as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.