DWM
LTC

Diversify Wealth Management’s LTC Properties LTC Stock Holding History

Diversify 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
Q2 		$1.63M Buy
38,756
+880
+2% +$33.4K 0.03% 484
2026
Q1 		$1.45M Buy
+37,876
New +$1.42M 0.03% 477

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

Diversify Wealth Management's LTC Position: Q2 2026 in Review

Diversify Wealth Management increased its LTC Properties (LTC) stake by 2.3% in Q2 2026, buying an estimated $33.4K and bringing the position to 38,756 shares worth $1.63M. The position accounts for 0.03% of the portfolio, ranked #484.

Diversify Wealth Management first reported a position in LTC in Q1 2026 and has held it in 2 quarters since. 289 funds tracked by Wall St. Rank hold LTC as of Q2 2026.

  • Diversify Wealth Management held 38,756 shares of LTC Properties worth $1.63M as of Q2 2026.
  • Diversify Wealth Management bought 880 LTC Properties shares in Q2 2026, an estimated $33.4K.
  • LTC Properties made up 0.03% of Diversify Wealth Management's portfolio in Q2 2026, its #484 holding.
  • Diversify Wealth Management first reported a position in LTC Properties in Q1 2026 and has held it in 2 quarters since.
  • 289 funds tracked by Wall St. Rank held LTC Properties as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.