BTI
LTC

Blue Trust Inc’s LTC Properties LTC Stock Holding History

Blue Trust Inc’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
Q3 		– Sell
-200
Closed -$6.92K – 2639
2025
Q2 		$6.92K Hold
200
– – ﹤0.01% 1951
2025
Q1 		$7.09K Hold
200
– – ﹤0.01% 2026
2024
Q4 		$6.91K Buy
200
+167
+506% +$6.17K ﹤0.01% 2035
2024
Q3 		$1.14K Buy
+33
New +$1.2K ﹤0.01% 2683
2023
Q2 		– Sell
-120
Closed -$4K – 2321
2023
Q1 		$4K Buy
+120
New +$4.32K ﹤0.01% 1846

Other funds holding LTC

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
ACM
Advisors Capital Management Ridgewood, New Jersey $8.58B AUM 23.43% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Blue Trust Inc's LTC Position: Q3 2025 in Review

Blue Trust Inc sold out of LTC Properties (LTC) in Q3 2025, closing a stake of 200 shares — an estimated $6.92K sold.

Blue Trust Inc first reported a position in LTC in Q1 2023 and held it in 5 quarters. The position peaked at $7.09K in Q1 2025. 275 funds tracked by Wall St. Rank hold LTC as of Q3 2025.

  • Blue Trust Inc reported no remaining LTC Properties position as of Q3 2025 after selling out during the quarter.
  • Blue Trust Inc sold 200 LTC Properties shares in Q3 2025, an estimated $6.92K.
  • Blue Trust Inc first reported a position in LTC Properties in Q1 2023 and held it in 5 quarters.
  • Blue Trust Inc's LTC Properties position peaked at $7.09K in Q1 2025.
  • 275 funds tracked by Wall St. Rank held LTC Properties as of Q3 2025.

Based on Blue Trust Inc's 13F filing for Q3 2025, filed 16 Oct 2025.