Benchmark Investment Advisors’s LTC Properties LTC Stock Holding History

Benchmark 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 Q1	$333K	Buy	+8,970	New	+$337K	0.19%	64
2025 Q3	$331K	Buy	+8,970	New	+$320K	0.19%	65
2025 Q1	$318K	Hold	8,970	–	–	0.21%	75
2024 Q4	$310K	Hold	8,970	–	–	0.2%	72
2024 Q3	$329K	Hold	8,970	–	–	0.23%	66
2024 Q2	$309K	Hold	8,970	–	–	0.22%	73
2024 Q1	$292K	Hold	8,970	–	–	0.23%	78
2023 Q4	$288K	Hold	8,970	–	–	0.27%	71
2023 Q3	$288K	Hold	8,970	–	–	0.29%	71
2023 Q2	$296K	Hold	8,970	–	–	0.27%	76
2023 Q1	$315K	Hold	8,970	–	–	0.32%	72
2022 Q4	$319K	Hold	8,970	–	–	0.34%	76
2022 Q3	$336K	Hold	8,970	–	–	0.36%	71
2022 Q2	$344K	Hold	8,970	–	–	0.36%	75
2022 Q1	$345K	Hold	8,970	–	–	0.26%	96
2021 Q4	$306K	Buy	+8,970	New	+$299K	0.25%	83

Other funds holding LTC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

ACM

Advisors Capital Management Ridgewood, New Jersey $8.58B AUM 23.43% 1-Year Est. Return

Benchmark Investment Advisors's LTC Position: Q1 2026 in Review

Benchmark Investment Advisors opened a new position in LTC Properties (LTC) in Q1 2026: 8,970 shares worth $333K. The stake represents 0.19% of the portfolio and ranks #64 among its holdings. This is a return to the name: Benchmark Investment Advisors previously reported a position in LTC as recently as Q3 2025.

Benchmark Investment Advisors first reported a position in LTC in Q4 2021 and has held it in 16 quarters since. The position peaked at $345K in Q1 2022. 287 funds tracked by Wall St. Rank hold LTC as of Q1 2026.

Benchmark Investment Advisors held 8,970 shares of LTC Properties worth $333K as of Q1 2026.
LTC Properties was a new Benchmark Investment Advisors position in Q1 2026.
LTC Properties made up 0.19% of Benchmark Investment Advisors's portfolio in Q1 2026, its #64 holding.
Benchmark Investment Advisors first reported a position in LTC Properties in Q4 2021 and has held it in 16 quarters since.
Benchmark Investment Advisors's LTC Properties position peaked at $345K in Q1 2022.
287 funds tracked by Wall St. Rank held LTC Properties as of Q1 2026.

Based on Benchmark Investment Advisors's 13F filing for Q1 2026, filed 13 May 2026.