EWM
LTC

Evolution Wealth Management’s LTC Properties LTC Stock Holding History

Evolution Wealth Management’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 		$19.2K Hold
500
– – 0.01% 474
2026
Q1 		$18.6K Hold
500
– – 0.01% 431
2025
Q4 		$17.2K Hold
500
– – 0.01% 372
2025
Q3 		$18.4K Hold
500
– – 0.02% 308
2025
Q2 		$17.3K Buy
+500
New +$17.6K 0.02% 302

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

Evolution Wealth Management's LTC Position: Q2 2026 in Review

Evolution Wealth Management held its LTC Properties (LTC) position steady in Q2 2026 at 500 shares worth $19.2K. The position accounts for 0.01% of the portfolio, ranked #474.

Evolution Wealth Management first reported a position in LTC in Q2 2025 and has held it in 5 quarters since. 290 funds tracked by Wall St. Rank hold LTC as of Q2 2026.

  • Evolution Wealth Management held 500 shares of LTC Properties worth $19.2K as of Q2 2026.
  • Evolution Wealth Management left its LTC Properties share count unchanged in Q2 2026.
  • LTC Properties made up 0.01% of Evolution Wealth Management's portfolio in Q2 2026, its #474 holding.
  • Evolution Wealth Management first reported a position in LTC Properties in Q2 2025 and has held it in 5 quarters since.
  • 290 funds tracked by Wall St. Rank held LTC Properties as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.