Elite Financial’s LTC Properties LTC Stock Holding History

Elite Financial’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
2025 Q2	–	Sell	-1,950	Closed	-$69K	–	84
2025 Q1	$69K	Buy	+1,950	New	+$67.8K	0.04%	76

Other funds holding LTC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Elite Financial's LTC Position: Q2 2025 in Review

Elite Financial sold out of LTC Properties (LTC) in Q2 2025, closing a stake of 1,950 shares — an estimated $69K sold.

Elite Financial first reported a position in LTC in Q1 2025 and held it in 1 quarter. The position peaked at $69K in Q1 2025. 259 funds tracked by Wall St. Rank hold LTC as of Q2 2025.

Elite Financial reported no remaining LTC Properties position as of Q2 2025 after selling out during the quarter.
Elite Financial sold 1,950 LTC Properties shares in Q2 2025, an estimated $69K.
Elite Financial first reported a position in LTC Properties in Q1 2025 and held it in 1 quarter.
Elite Financial's LTC Properties position peaked at $69K in Q1 2025.
259 funds tracked by Wall St. Rank held LTC Properties as of Q2 2025.

Based on Elite Financial's 13F filing for Q2 2025, filed 11 Aug 2025.