CA
LTC

Clearstead Advisors’s LTC Properties LTC Stock Holding History

Clearstead 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 		– Sell
-1
Closed -$35 – 2595
2025
Q4 		$35 Sell
1
-113
-99% -$3.98K ﹤0.01% 2644
2025
Q3 		$4.2K Buy
+114
New +$4.07K ﹤0.01% 2222
2024
Q2 		– Sell
-63
Closed -$2.17K – 2050
2024
Q1 		$2.17K Buy
+63
New +$2.01K ﹤0.01% 1296
2021
Q3 		– Sell
-26
Closed -$1K – 1348
2021
Q2 		$1K Buy
+26
New +$1.06K ﹤0.01% 1166
2020
Q4 		– Sell
-151
Closed -$5K – 1001
2020
Q3 		$5K Buy
151
+3
+2% +$111 ﹤0.01% 741
2020
Q2 		$6K Buy
148
+2
+1% +$71 ﹤0.01% 652
2020
Q1 		$5K Buy
+146
New +$6.24K ﹤0.01% 644

Other funds holding LTC

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
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