KI
LTC

Kula Investments’s LTC Properties LTC Stock Holding History

Kula Investments’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
2023
Q1 		$271K Buy
+7,703
New +$277K 0.07% 483

Other funds holding LTC

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ACM
Advisors Capital Management Ridgewood, New Jersey $8.58B AUM 23.43% 1-Year Est. Return

Kula Investments's LTC Position: Q1 2023 in Review

Kula Investments opened a new position in LTC Properties (LTC) in Q1 2023: 7,703 shares worth $271K. The stake represents 0.07% of the portfolio and ranks #483 among its holdings.

227 funds tracked by Wall St. Rank hold LTC as of Q1 2023.

  • Kula Investments held 7,703 shares of LTC Properties worth $271K as of Q1 2023.
  • LTC Properties was a new Kula Investments position in Q1 2023.
  • LTC Properties made up 0.07% of Kula Investments's portfolio in Q1 2023, its #483 holding.
  • 227 funds tracked by Wall St. Rank held LTC Properties as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.