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 Q2	$1.27K	Buy	+33	New	+$1.25K	﹤0.01%	2630
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

Clearstead Advisors's LTC Position: Q2 2026 in Review

Clearstead Advisors opened a new position in LTC Properties (LTC) in Q2 2026: 33 shares worth $1.27K. The stake represents ﹤0.01% of the portfolio and ranks #2630 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in LTC as recently as Q4 2025.

Clearstead Advisors first reported a position in LTC in Q1 2020 and has held it in 8 quarters since. The position peaked at $6K in Q2 2020. 289 funds tracked by Wall St. Rank hold LTC as of Q2 2026.

Clearstead Advisors held 33 shares of LTC Properties worth $1.27K as of Q2 2026.
LTC Properties was a new Clearstead Advisors position in Q2 2026.
LTC Properties made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2630 holding.
Clearstead Advisors first reported a position in LTC Properties in Q1 2020 and has held it in 8 quarters since.
Clearstead Advisors's LTC Properties position peaked at $6K in Q2 2020.
289 funds tracked by Wall St. Rank held LTC Properties as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.