EFG
LTC

Everhart Financial Group’s LTC Properties LTC Stock Holding History

Everhart Financial Group’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
2024
Q4 		– Sell
-5,752
Closed -$211K – 322
2024
Q3 		$211K Buy
+5,752
New +$208K 0.05% 307
2022
Q4 		– Sell
-6,892
Closed -$258K – 214
2022
Q3 		$258K Buy
6,892
+1,124
+19% +$46.8K 0.14% 146
2022
Q2 		$221K Buy
+5,768
New +$213K 0.13% 159

Other funds holding LTC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Everhart Financial Group's LTC Position: Q4 2024 in Review

Everhart Financial Group sold out of LTC Properties (LTC) in Q4 2024, closing a stake of 5,752 shares — an estimated $211K sold.

Everhart Financial Group first reported a position in LTC in Q2 2022 and held it in 3 quarters. The position peaked at $258K in Q3 2022. 239 funds tracked by Wall St. Rank hold LTC as of Q4 2024.

  • Everhart Financial Group reported no remaining LTC Properties position as of Q4 2024 after selling out during the quarter.
  • Everhart Financial Group sold 5,752 LTC Properties shares in Q4 2024, an estimated $211K.
  • Everhart Financial Group first reported a position in LTC Properties in Q2 2022 and held it in 3 quarters.
  • Everhart Financial Group's LTC Properties position peaked at $258K in Q3 2022.
  • 239 funds tracked by Wall St. Rank held LTC Properties as of Q4 2024.

Based on Everhart Financial Group's 13F filing for Q4 2024, filed 30 Jan 2025.