EverSource Wealth Advisors’s LTC Properties LTC Stock Holding History

EverSource 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	$11.5K	Buy	298 +24	+9%	+$912	﹤0.01%	2831
2026 Q1	$10.2K	Buy	274 +16	+6%	+$602	﹤0.01%	2909
2025 Q4	$8.87K	Sell	258 -440	-63%	-$15.5K	﹤0.01%	2861
2025 Q3	$25.7K	Buy	698 +27	+4%	+$963	﹤0.01%	2162
2025 Q2	$23.2K	Buy	671 +454	+209%	+$16K	﹤0.01%	2180
2025 Q1	$7.69K	Sell	217 -165	-43%	-$5.74K	﹤0.01%	2267
2024 Q4	$13.2K	Buy	382 +2	+0.5%	+$74	﹤0.01%	1862
2024 Q3	$13.9K	Hold	380	–	–	﹤0.01%	1676
2024 Q2	$13.6K	Hold	380	–	–	﹤0.01%	1699
2024 Q1	$12.6K	Sell	380 -255	-40%	-$8.12K	﹤0.01%	1582
2023 Q4	$20.4K	Sell	635 -252	-28%	-$8.15K	﹤0.01%	1225
2023 Q3	$28.5K	Sell	887 -43	-5%	-$1.42K	﹤0.01%	1001
2023 Q2	$30.7K	Hold	930	–	–	﹤0.01%	1007
2023 Q1	$32.7K	Sell	930 -141	-13%	-$5.07K	﹤0.01%	934
2022 Q4	$38.1K	Buy	1,071 +635	+146%	+$24.2K	0.01%	859
2022 Q3	$16K	Hold	436	–	–	﹤0.01%	979
2022 Q2	$17K	Hold	436	–	–	﹤0.01%	875
2022 Q1	$17K	Hold	436	–	–	﹤0.01%	765
2021 Q4	$15K	Buy	+436	New	+$14.6K	﹤0.01%	801

Other funds holding LTC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

EverSource Wealth Advisors increased its LTC Properties (LTC) stake by 8.8% in Q2 2026, buying an estimated $912 and bringing the position to 298 shares worth $11.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2831.

EverSource Wealth Advisors first reported a position in LTC in Q4 2021 and has held it in 19 quarters since. The position peaked at $38.1K in Q4 2022. 289 funds tracked by Wall St. Rank hold LTC as of Q2 2026.

EverSource Wealth Advisors held 298 shares of LTC Properties worth $11.5K as of Q2 2026.
EverSource Wealth Advisors bought 24 LTC Properties shares in Q2 2026, an estimated $912.
LTC Properties made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2831 holding.
EverSource Wealth Advisors first reported a position in LTC Properties in Q4 2021 and has held it in 19 quarters since.
EverSource Wealth Advisors's LTC Properties position peaked at $38.1K in Q4 2022.
289 funds tracked by Wall St. Rank held LTC Properties as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.