EP
LTC

Edgestream Partners’s LTC Properties LTC Stock Holding History

Edgestream 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
2026
Q1 		$7.16M Sell
192,758
-116,775
-38% -$4.39M 0.24% 117
2025
Q4 		$10.6M Buy
+309,533
New +$10.9M 0.3% 54
2025
Q2 		– Sell
-52,805
Closed -$1.87M – 978
2025
Q1 		$1.87M Buy
52,805
+46,594
+750% +$1.62M 0.06% 506
2024
Q4 		$215K Sell
6,211
-67,855
-92% -$2.51M 0.01% 810
2024
Q3 		$2.72M Buy
+74,066
New +$2.68M 0.12% 310

Other funds holding LTC

BlackRock
BlackRock New York $5.72T 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 $124B 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

Edgestream Partners's LTC Position: Q1 2026 in Review

Edgestream Partners reduced its LTC Properties (LTC) stake by 38% in Q1 2026, selling an estimated $4.39M and leaving 192,758 shares worth $7.16M. The position accounts for 0.24% of the portfolio, ranked #117.

Edgestream Partners first reported a position in LTC in Q3 2024 and has held it in 5 quarters since. The position peaked at $10.6M in Q4 2025. 287 funds tracked by Wall St. Rank hold LTC as of Q1 2026.

  • Edgestream Partners held 192,758 shares of LTC Properties worth $7.16M as of Q1 2026.
  • Edgestream Partners sold 116,775 LTC Properties shares in Q1 2026, an estimated $4.39M.
  • LTC Properties made up 0.24% of Edgestream Partners's portfolio in Q1 2026, its #117 holding.
  • Edgestream Partners first reported a position in LTC Properties in Q3 2024 and has held it in 5 quarters since.
  • Edgestream Partners's LTC Properties position peaked at $10.6M in Q4 2025.
  • 287 funds tracked by Wall St. Rank held LTC Properties as of Q1 2026.

Based on Edgestream Partners's 13F filing for Q1 2026, filed 18 May 2026.