JFS Wealth Advisors
LTC icon

JFS Wealth Advisors’s LTC Properties LTC Stock Holding History

JFS 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
Q3 		$515 Hold
12
– – ﹤0.01% 1898
2026
Q2 		$462 Buy
+12
New +$456 ﹤0.01% 1969

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Principal Financial Group
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Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Virginia Retirement Systems
Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Carrera Capital Advisors
Carrera Capital Advisors Troy, Michigan $705M AUM 12.86% 1-Year Est. Return

JFS Wealth Advisors's LTC Position: Q3 2026 in Review

JFS Wealth Advisors held its LTC Properties (LTC) position steady in Q3 2026 at 12 shares worth $515. The position accounts for ﹤0.01% of the portfolio, ranked #1898.

JFS Wealth Advisors first reported a position in LTC in Q2 2026 and has held it in 2 quarters since. 139 funds tracked by Wall St. Rank hold LTC as of Q3 2026.

  • JFS Wealth Advisors held 12 shares of LTC Properties worth $515 as of Q3 2026.
  • JFS Wealth Advisors left its LTC Properties share count unchanged in Q3 2026.
  • LTC Properties made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q3 2026, its #1898 holding.
  • JFS Wealth Advisors first reported a position in LTC Properties in Q2 2026 and has held it in 2 quarters since.
  • 139 funds tracked by Wall St. Rank held LTC Properties as of Q3 2026.

Based on JFS Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.