HWA
LTC

Heritage Wealth Advisors’s LTC Properties LTC Stock Holding History

Heritage 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 		$1.92K Hold
50
– – ﹤0.01% 635
2026
Q1 		$1.86K Hold
50
– – ﹤0.01% 630
2025
Q4 		$1.72K Hold
50
– – ﹤0.01% 548
2025
Q3 		$1.84K Hold
50
– – ﹤0.01% 529
2025
Q2 		$1.73K Hold
50
– – ﹤0.01% 521
2025
Q1 		$1.77K Hold
50
– – ﹤0.01% 512
2024
Q4 		$1.73K Hold
50
– – ﹤0.01% 562
2024
Q3 		$1.83K Hold
50
– – ﹤0.01% 548
2024
Q2 		$1.73K Hold
50
– – ﹤0.01% 479
2024
Q1 		$1.63K Hold
50
– – ﹤0.01% 501
2023
Q4 		$1.61K Hold
50
– – ﹤0.01% 509
2023
Q3 		$1.61K Hold
50
– – ﹤0.01% 467
2023
Q2 		$1.65K Hold
50
– – ﹤0.01% 505
2023
Q1 		$1.76K Hold
50
– – ﹤0.01% 519
2022
Q4 		$1.78K Hold
50
– – ﹤0.01% 511
2022
Q3 		$1.87K Hold
50
– – ﹤0.01% 483
2022
Q2 		$2K Hold
50
– – ﹤0.01% 525
2022
Q1 		$2K Hold
50
– – ﹤0.01% 503
2021
Q4 		$2K Buy
+50
New +$1.67K ﹤0.01% 516

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

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

Heritage Wealth Advisors held its LTC Properties (LTC) position steady in Q2 2026 at 50 shares worth $1.92K. The position accounts for ﹤0.01% of the portfolio, ranked #635.

Heritage Wealth Advisors first reported a position in LTC in Q4 2021 and has held it in 19 quarters since. The position peaked at $2K in Q2 2022. 289 funds tracked by Wall St. Rank hold LTC as of Q2 2026.

  • Heritage Wealth Advisors held 50 shares of LTC Properties worth $1.92K as of Q2 2026.
  • Heritage Wealth Advisors left its LTC Properties share count unchanged in Q2 2026.
  • LTC Properties made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q2 2026, its #635 holding.
  • Heritage Wealth Advisors first reported a position in LTC Properties in Q4 2021 and has held it in 19 quarters since.
  • Heritage Wealth Advisors's LTC Properties position peaked at $2K in Q2 2022.
  • 289 funds tracked by Wall St. Rank held LTC Properties as of Q2 2026.

Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.