KMWM
LTC

Keudell/Morrison Wealth Management’s LTC Properties LTC Stock Holding History

Keudell/Morrison Wealth 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
2026
Q2 		$1.51M Buy
39,373
+1,124
+3% +$42.7K 0.29% 57
2026
Q1 		$1.42M Sell
38,249
-1,440
-4% -$54.1K 0.29% 55
2025
Q4 		$1.36M Buy
+39,689
New +$1.4M 0.29% 57
2025
Q2 		$1.23M Sell
35,513
-1,180
-3% -$41.5K 0.27% 57
2025
Q1 		$1.3M Buy
36,693
+328
+0.9% +$11.4K 0.31% 56
2024
Q4 		$1.26M Sell
36,365
-1,482
-4% -$54.8K 0.33% 55
2024
Q3 		$1.39M Sell
37,847
-383
-1% -$13.9K 0.38% 53
2024
Q2 		$1.32M Sell
38,230
-4,091
-10% -$136K 0.39% 54
2024
Q1 		$1.38M Sell
42,321
-1,842
-4% -$58.7K 0.42% 51
2023
Q4 		$1.42M Sell
44,163
-7,875
-15% -$255K 0.47% 46
2023
Q3 		$1.67M Buy
52,038
+811
+2% +$26.8K 0.51% 36
2023
Q2 		$1.69M Buy
51,227
+2,703
+6% +$90.2K 0.49% 36
2023
Q1 		$1.7M Sell
48,524
-483
-1% -$17.4K 0.5% 34
2022
Q4 		$1.74M Sell
49,007
-1,319
-3% -$50.2K 0.56% 33
2022
Q3 		$1.89M Sell
50,326
-1,780
-3% -$74.1K 0.71% 25
2022
Q2 		$2M Buy
52,106
+10,627
+26% +$392K 0.73% 28
2022
Q1 		$1.6M Sell
41,479
-458
-1% -$16.2K 0.67% 36
2021
Q4 		$1.43M Sell
41,937
-2,922
-7% -$97.5K 0.57% 42
2021
Q3 		$1.42M Buy
44,859
+6,733
+18% +$241K 0.61% 40
2021
Q2 		$1.46M Buy
38,126
+3,477
+10% +$142K 0.8% 36
2021
Q1 		$1.45M Buy
34,649
+221
+0.6% +$9.11K 0.84% 34
2020
Q4 		$1.34M Buy
34,428
+905
+3% +$33.3K 0.85% 32
2020
Q3 		$1.17M Buy
33,523
+7,624
+29% +$281K 0.75% 37
2020
Q2 		$976K Buy
25,899
+4,243
+20% +$151K 0.81% 39
2020
Q1 		$669K Buy
21,656
+735
+4% +$31.4K 0.65% 56
2019
Q4 		$937K Sell
20,921
-952
-4% -$45.7K 0.65% 51
2019
Q3 		$1.12M Sell
21,873
-384
-2% -$18.5K 0.92% 35
2019
Q2 		$1.03M Sell
22,257
-1,758
-7% -$79.7K 0.9% 41
2019
Q1 		$1.1M Buy
+24,015
New +$1.08M 0.97% 35

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

Keudell/Morrison Wealth Management's LTC Position: Q2 2026 in Review

Keudell/Morrison Wealth Management increased its LTC Properties (LTC) stake by 2.9% in Q2 2026, buying an estimated $42.7K and bringing the position to 39,373 shares worth $1.51M. The position accounts for 0.29% of the portfolio, ranked #57.

Keudell/Morrison Wealth Management first reported a position in LTC in Q1 2019 and has held it in 29 quarters since. The position peaked at $2M in Q2 2022. 289 funds tracked by Wall St. Rank hold LTC as of Q2 2026.

  • Keudell/Morrison Wealth Management held 39,373 shares of LTC Properties worth $1.51M as of Q2 2026.
  • Keudell/Morrison Wealth Management bought 1,124 LTC Properties shares in Q2 2026, an estimated $42.7K.
  • LTC Properties made up 0.29% of Keudell/Morrison Wealth Management's portfolio in Q2 2026, its #57 holding.
  • Keudell/Morrison Wealth Management first reported a position in LTC Properties in Q1 2019 and has held it in 29 quarters since.
  • Keudell/Morrison Wealth Management's LTC Properties position peaked at $2M in Q2 2022.
  • 289 funds tracked by Wall St. Rank held LTC Properties as of Q2 2026.

Based on Keudell/Morrison Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.