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
2021
Q4 		– Sell
-300
Closed -$10K – 194
2021
Q3 		$10K Buy
+300
New +$10.7K ﹤0.01% 179

Other funds holding LTC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
FISPB
Fideuram - Intesa Sanpaolo Private Banking Turin $3.33B AUM
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
CCA
Carrera Capital Advisors Troy, Michigan $675M AUM 17.92% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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. 122 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.
  • 122 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.