KIM
LTC icon

Kestra Investment Management’s LTC Properties LTC Stock Holding History

Kestra 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
2025
Q3 		– Sell
-89
Closed -$3.08K – 625
2025
Q2 		$3.08K Hold
89
– – ﹤0.01% 623
2025
Q1 		$3.16K Sell
89
-581
-87% -$20.2K ﹤0.01% 732
2024
Q4 		$23.1K Buy
+670
New +$24.8K ﹤0.01% 689

Other funds holding LTC

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
ACM
Advisors Capital Management Ridgewood, New Jersey $9.45B AUM 27.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Kestra Investment Management's LTC Position: Q3 2025 in Review

Kestra Investment Management sold out of LTC Properties (LTC) in Q3 2025, closing a stake of 89 shares — an estimated $3.08K sold.

Kestra Investment Management first reported a position in LTC in Q4 2024 and held it in 3 quarters. The position peaked at $23.1K in Q4 2024. 277 funds tracked by Wall St. Rank hold LTC as of Q3 2025.

  • Kestra Investment Management reported no remaining LTC Properties position as of Q3 2025 after selling out during the quarter.
  • Kestra Investment Management sold 89 LTC Properties shares in Q3 2025, an estimated $3.08K.
  • Kestra Investment Management first reported a position in LTC Properties in Q4 2024 and held it in 3 quarters.
  • Kestra Investment Management's LTC Properties position peaked at $23.1K in Q4 2024.
  • 277 funds tracked by Wall St. Rank held LTC Properties as of Q3 2025.

Based on Kestra Investment Management's 13F filing for Q3 2025, filed 17 Nov 2025.