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LTC

Bell Investment Advisors’s LTC Properties LTC Stock Holding History

Bell Investment Advisors’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 		$616 Hold
16
– – ﹤0.01% 1665
2026
Q1 		$595 Hold
16
– – ﹤0.01% 1685
2025
Q4 		$551 Hold
16
– – ﹤0.01% 1707
2025
Q3 		$590 Hold
16
– – ﹤0.01% 1710
2025
Q2 		$554 Hold
16
– – ﹤0.01% 1740
2025
Q1 		$568 Hold
16
– – ﹤0.01% 1713
2024
Q4 		$553 Sell
16
-15
-48% -$554 ﹤0.01% 1734
2024
Q3 		$1.14K Sell
31
-16
-34% -$580 ﹤0.01% 1556
2024
Q2 		$1.62K Buy
47
+16
+52% +$533 ﹤0.01% 1448
2024
Q1 		$1.01K Sell
31
-16
-34% -$510 ﹤0.01% 1599
2023
Q4 		$1.51K Buy
47
+2
+4% +$65 ﹤0.01% 1446
2023
Q3 		$1.45K Sell
45
-46
-51% -$1.52K ﹤0.01% 1429
2023
Q2 		$3K Buy
91
+47
+107% +$1.57K ﹤0.01% 1089
2023
Q1 		$1.55K Sell
44
-15
-25% -$540 ﹤0.01% 1389
2022
Q4 		$2.1K Buy
59
+17
+40% +$647 ﹤0.01% 1267
2022
Q3 		$2K Hold
42
– – ﹤0.01% 1149
2022
Q2 		$2K Buy
+42
New +$1.55K ﹤0.01% 1181
2021
Q4 		– Sell
-24
Closed -$1K – 1881
2021
Q3 		$1K Buy
+24
New +$858 ﹤0.01% 1456

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

Bell Investment Advisors's LTC Position: Q2 2026 in Review

Bell Investment Advisors held its LTC Properties (LTC) position steady in Q2 2026 at 16 shares worth $616. The position accounts for ﹤0.01% of the portfolio, ranked #1665.

Bell Investment Advisors first reported a position in LTC in Q3 2021 and has held it in 18 quarters since. The position peaked at $3K in Q2 2023. 289 funds tracked by Wall St. Rank hold LTC as of Q2 2026.

  • Bell Investment Advisors held 16 shares of LTC Properties worth $616 as of Q2 2026.
  • Bell Investment Advisors left its LTC Properties share count unchanged in Q2 2026.
  • LTC Properties made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #1665 holding.
  • Bell Investment Advisors first reported a position in LTC Properties in Q3 2021 and has held it in 18 quarters since.
  • Bell Investment Advisors's LTC Properties position peaked at $3K in Q2 2023.
  • 289 funds tracked by Wall St. Rank held LTC Properties as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.