FIM
LTC

Freedom Investment Management’s LTC Properties LTC Stock Holding History

Freedom Investment 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
2022
Q4 		– Sell
-9,708
Closed -$364K – 754
2022
Q3 		$364K Sell
9,708
-2,636
-21% -$110K 0.04% 512
2022
Q2 		$474K Buy
+12,344
New +$456K 0.05% 470
2018
Q2 		– Sell
-13,238
Closed -$503K – 1046
2018
Q1 		$503K Buy
13,238
+737
+6% +$29K 0.03% 616
2017
Q4 		$544K Buy
12,501
+1,043
+9% +$48.3K 0.03% 594
2017
Q3 		$538K Sell
11,458
-226
-2% -$11.1K 0.03% 557
2017
Q2 		$600K Buy
11,684
+704
+6% +$34.4K 0.03% 491
2017
Q1 		$526K Sell
10,980
-1,074
-9% -$50.2K 0.03% 526
2016
Q4 		$566K Sell
12,054
-2,050
-15% -$97K 0.04% 441
2016
Q3 		$733K Buy
14,104
+1,090
+8% +$57K 0.05% 343
2016
Q2 		$673K Buy
13,014
+247
+2% +$11.8K 0.05% 330
2016
Q1 		$578K Sell
12,767
-2,055
-14% -$90.7K 0.04% 352
2015
Q4 		$639K Buy
14,822
+10,376
+233% +$442K 0.05% 315
2015
Q3 		$308K Sell
4,446
-5,949
-57% -$252K 0.03% 467
2015
Q2 		$432K Buy
10,395
+3,353
+48% +$144K 0.04% 384
2015
Q1 		$324K Buy
+7,042
New +$319K 0.04% 452
2014
Q1 		– Sell
-8,220
Closed -$291K – 455
2013
Q4 		$291K Buy
+8,220
New +$311K 0.07% 289

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
ACM
Advisors Capital Management Ridgewood, New Jersey $8.58B AUM 23.43% 1-Year Est. Return

Freedom Investment Management's LTC Position: Q4 2022 in Review

Freedom Investment Management sold out of LTC Properties (LTC) in Q4 2022, closing a stake of 9,708 shares — an estimated $364K sold.

Freedom Investment Management first reported a position in LTC in Q4 2013 and held it in 16 quarters. The position peaked at $733K in Q3 2016. 238 funds tracked by Wall St. Rank hold LTC as of Q4 2022.

  • Freedom Investment Management reported no remaining LTC Properties position as of Q4 2022 after selling out during the quarter.
  • Freedom Investment Management sold 9,708 LTC Properties shares in Q4 2022, an estimated $364K.
  • Freedom Investment Management first reported a position in LTC Properties in Q4 2013 and held it in 16 quarters.
  • Freedom Investment Management's LTC Properties position peaked at $733K in Q3 2016.
  • 238 funds tracked by Wall St. Rank held LTC Properties as of Q4 2022.

Based on Freedom Investment Management's 13F filing for Q4 2022, filed 14 Feb 2023.