EWA
LTC

EP Wealth Advisors’s LTC Properties LTC Stock Holding History

EP Wealth 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 		$206K Sell
5,358
-229
-4% -$8.7K ﹤0.01% 1496
2026
Q1 		$208K Sell
5,587
-273
-5% -$10.3K ﹤0.01% 1396
2025
Q4 		$201K Buy
+5,860
New +$207K ﹤0.01% 1387

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

EP Wealth Advisors's LTC Position: Q2 2026 in Review

EP Wealth Advisors reduced its LTC Properties (LTC) stake by 4.1% in Q2 2026, selling an estimated $8.7K and leaving 5,358 shares worth $206K. The position accounts for ﹤0.01% of the portfolio, ranked #1496.

EP Wealth Advisors first reported a position in LTC in Q4 2025 and has held it in 3 quarters since. The position peaked at $208K in Q1 2026. 289 funds tracked by Wall St. Rank hold LTC as of Q2 2026.

  • EP Wealth Advisors held 5,358 shares of LTC Properties worth $206K as of Q2 2026.
  • EP Wealth Advisors sold 229 LTC Properties shares in Q2 2026, an estimated $8.7K.
  • LTC Properties made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1496 holding.
  • EP Wealth Advisors first reported a position in LTC Properties in Q4 2025 and has held it in 3 quarters since.
  • EP Wealth Advisors's LTC Properties position peaked at $208K in Q1 2026.
  • 289 funds tracked by Wall St. Rank held LTC Properties as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.