JCIA
LTC

Jackson Creek Investment Advisors’s LTC Properties LTC Stock Holding History

Jackson Creek Investment 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
2023
Q2 		– Sell
-25,666
Closed -$902K – 344
2023
Q1 		$902K Buy
+25,666
New +$924K 0.38% 109

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

Jackson Creek Investment Advisors's LTC Position: Q2 2023 in Review

Jackson Creek Investment Advisors sold out of LTC Properties (LTC) in Q2 2023, closing a stake of 25,666 shares — an estimated $902K sold.

Jackson Creek Investment Advisors first reported a position in LTC in Q1 2023 and held it in 1 quarter. The position peaked at $902K in Q1 2023. 214 funds tracked by Wall St. Rank hold LTC as of Q2 2023.

  • Jackson Creek Investment Advisors reported no remaining LTC Properties position as of Q2 2023 after selling out during the quarter.
  • Jackson Creek Investment Advisors sold 25,666 LTC Properties shares in Q2 2023, an estimated $902K.
  • Jackson Creek Investment Advisors first reported a position in LTC Properties in Q1 2023 and held it in 1 quarter.
  • Jackson Creek Investment Advisors's LTC Properties position peaked at $902K in Q1 2023.
  • 214 funds tracked by Wall St. Rank held LTC Properties as of Q2 2023.

Based on Jackson Creek Investment Advisors's 13F filing for Q2 2023, filed 3 Aug 2023.