BWM
LTC

Bullock Wealth Management’s LTC Properties LTC Stock Holding History

Bullock 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
Q1 		– Sell
-138
Closed -$4.74K – 643
2025
Q4 		$4.74K Buy
+138
New +$4.86K ﹤0.01% 475

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
ACM
Advisors Capital Management Ridgewood, New Jersey $9.45B AUM 27.66% 1-Year Est. Return

Bullock Wealth Management's LTC Position: Q1 2026 in Review

Bullock Wealth Management sold out of LTC Properties (LTC) in Q1 2026, closing a stake of 138 shares — an estimated $4.74K sold.

Bullock Wealth Management first reported a position in LTC in Q4 2025 and held it in 1 quarter. The position peaked at $4.74K in Q4 2025. 288 funds tracked by Wall St. Rank hold LTC as of Q1 2026.

  • Bullock Wealth Management reported no remaining LTC Properties position as of Q1 2026 after selling out during the quarter.
  • Bullock Wealth Management sold 138 LTC Properties shares in Q1 2026, an estimated $4.74K.
  • Bullock Wealth Management first reported a position in LTC Properties in Q4 2025 and held it in 1 quarter.
  • Bullock Wealth Management's LTC Properties position peaked at $4.74K in Q4 2025.
  • 288 funds tracked by Wall St. Rank held LTC Properties as of Q1 2026.

Based on Bullock Wealth Management's 13F filing for Q1 2026, filed 10 Sep 2026.