Carmel Capital Partners’s LTC Properties LTC Stock Holding History

Carmel Capital Partners’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
2023 Q4	–	Sell	-574	Closed	-$18.4K	–	457
2023 Q3	$18.4K	Buy	+574	New	+$19K	0.01%	359

Other funds holding LTC

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Carmel Capital Partners's LTC Position: Q4 2023 in Review

Carmel Capital Partners sold out of LTC Properties (LTC) in Q4 2023, closing a stake of 574 shares — an estimated $18.4K sold.

Carmel Capital Partners first reported a position in LTC in Q3 2023 and held it in 1 quarter. The position peaked at $18.4K in Q3 2023. 217 funds tracked by Wall St. Rank hold LTC as of Q4 2023.

Carmel Capital Partners reported no remaining LTC Properties position as of Q4 2023 after selling out during the quarter.
Carmel Capital Partners sold 574 LTC Properties shares in Q4 2023, an estimated $18.4K.
Carmel Capital Partners first reported a position in LTC Properties in Q3 2023 and held it in 1 quarter.
Carmel Capital Partners's LTC Properties position peaked at $18.4K in Q3 2023.
217 funds tracked by Wall St. Rank held LTC Properties as of Q4 2023.

Based on Carmel Capital Partners's 13F filing for Q4 2023, filed 1 Feb 2024.