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BFC Planning, Inc.’s LTC Properties LTC Stock Holding History

BFC Planning, Inc.’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 		$56.1K Hold
1,460
– – ﹤0.01% 1496
2026
Q1 		$54.3K Hold
1,460
– – ﹤0.01% 1306
2025
Q4 		$50.2K Hold
1,460
– – ﹤0.01% 1370
2025
Q3 		$53.8K Hold
1,460
– – ﹤0.01% 1156
2025
Q2 		$50.5K Buy
1,460
+100
+7% +$3.52K ﹤0.01% 1123
2025
Q1 		$48.2K Hold
1,360
– – ﹤0.01% 1121
2024
Q4 		$47K Buy
+1,360
New +$50.2K ﹤0.01% 1129

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Vanguard Portfolio Management
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State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Centersquare Investment Management
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

BFC Planning, Inc.'s LTC Position: Q2 2026 in Review

BFC Planning, Inc. held its LTC Properties (LTC) position steady in Q2 2026 at 1,460 shares worth $56.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1496.

BFC Planning, Inc. first reported a position in LTC in Q4 2024 and has held it in 7 quarters since. 293 funds tracked by Wall St. Rank hold LTC as of Q2 2026.

  • BFC Planning, Inc. held 1,460 shares of LTC Properties worth $56.1K as of Q2 2026.
  • BFC Planning, Inc. left its LTC Properties share count unchanged in Q2 2026.
  • LTC Properties made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #1496 holding.
  • BFC Planning, Inc. first reported a position in LTC Properties in Q4 2024 and has held it in 7 quarters since.
  • 293 funds tracked by Wall St. Rank held LTC Properties as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.