CI
LTC

CX Institutional’s LTC Properties LTC Stock Holding History

CX Institutional’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
-420
Closed -$14K – 1622
2025
Q4 		$14K Buy
420
+2
+0.5% +$70 ﹤0.01% 1155
2025
Q3 		$15K Buy
418
+2
+0.5% +$71 ﹤0.01% 1138
2025
Q2 		$14K Hold
416
– – ﹤0.01% 1004
2025
Q1 		$15K Buy
+416
New +$14.5K ﹤0.01% 976

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

CX Institutional's LTC Position: Q1 2026 in Review

CX Institutional sold out of LTC Properties (LTC) in Q1 2026, closing a stake of 420 shares — an estimated $14K sold.

CX Institutional first reported a position in LTC in Q1 2025 and held it in 4 quarters. The position peaked at $15K in Q3 2025. 288 funds tracked by Wall St. Rank hold LTC as of Q1 2026.

  • CX Institutional reported no remaining LTC Properties position as of Q1 2026 after selling out during the quarter.
  • CX Institutional sold 420 LTC Properties shares in Q1 2026, an estimated $14K.
  • CX Institutional first reported a position in LTC Properties in Q1 2025 and held it in 4 quarters.
  • CX Institutional's LTC Properties position peaked at $15K in Q3 2025.
  • 288 funds tracked by Wall St. Rank held LTC Properties as of Q1 2026.

Based on CX Institutional's 13F filing for Q1 2026, filed 6 Apr 2026.