Key Financial Inc’s LTC Properties LTC Stock Holding History

Key Financial Inc’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 Q1	$2.49K	Hold	67	–	–	﹤0.01%	1145
2025 Q4	$2.3K	Hold	67	–	–	﹤0.01%	1153
2025 Q3	$2.48K	Hold	67	–	–	﹤0.01%	1161
2025 Q2	$2.32K	Hold	67	–	–	﹤0.01%	1168
2025 Q1	$2.38K	Hold	67	–	–	﹤0.01%	1126
2024 Q4	$2.31K	Hold	67	–	–	﹤0.01%	1134
2024 Q3	$2.46K	Hold	67	–	–	﹤0.01%	1088
2024 Q2	$2.31K	Hold	67	–	–	﹤0.01%	1089
2024 Q1	$2.18K	Hold	67	–	–	﹤0.01%	1095
2023 Q4	$2.15K	Hold	67	–	–	﹤0.01%	1092
2023 Q3	$2.15K	Hold	67	–	–	﹤0.01%	1101
2023 Q2	$2.21K	Hold	67	–	–	﹤0.01%	1150
2023 Q1	$2.35K	Hold	67	–	–	﹤0.01%	932
2022 Q4	$2.51K	Hold	67	–	–	﹤0.01%	916
2022 Q3	$3K	Hold	67	–	–	﹤0.01%	896
2022 Q2	$3K	Hold	67	–	–	﹤0.01%	892
2022 Q1	$3K	Hold	67	–	–	﹤0.01%	876
2021 Q4	$2K	Hold	67	–	–	﹤0.01%	828
2021 Q3	$2K	Hold	67	–	–	﹤0.01%	809
2021 Q2	$3K	Hold	67	–	–	﹤0.01%	740
2021 Q1	$3K	Buy	+67	New	+$2.76K	﹤0.01%	653

Other funds holding LTC

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Two Sigma Investments

Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Advisors Capital Management Ridgewood, New Jersey $8.58B AUM 23.43% 1-Year Est. Return