BFP
LTC

Briaud Financial Planning’s LTC Properties LTC Stock Holding History

Briaud Financial Planning’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
-68
Closed -$2K – 210
2025
Q2 		$2K Hold
68
– – ﹤0.01% 322
2025
Q1 		$2K Buy
+68
New +$2.36K ﹤0.01% 183

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

Briaud Financial Planning's LTC Position: Q3 2025 in Review

Briaud Financial Planning sold out of LTC Properties (LTC) in Q3 2025, closing a stake of 68 shares — an estimated $2K sold.

Briaud Financial Planning first reported a position in LTC in Q1 2025 and held it in 2 quarters. The position peaked at $2K in Q2 2025. 275 funds tracked by Wall St. Rank hold LTC as of Q3 2025.

  • Briaud Financial Planning reported no remaining LTC Properties position as of Q3 2025 after selling out during the quarter.
  • Briaud Financial Planning sold 68 LTC Properties shares in Q3 2025, an estimated $2K.
  • Briaud Financial Planning first reported a position in LTC Properties in Q1 2025 and held it in 2 quarters.
  • Briaud Financial Planning's LTC Properties position peaked at $2K in Q2 2025.
  • 275 funds tracked by Wall St. Rank held LTC Properties as of Q3 2025.

Based on Briaud Financial Planning's 13F filing for Q3 2025, filed 25 Nov 2025.