MPWT
LTC

MassMutual Private Wealth & Trust’s LTC Properties LTC Stock Holding History

MassMutual Private Wealth & Trust’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 		$1.85K Buy
48
+28
+140% +$1.06K ﹤0.01% 2028
2026
Q1 		$743 Hold
20
– – ﹤0.01% 2183
2025
Q4 		$688 Sell
20
-72
-78% -$2.54K ﹤0.01% 2206
2025
Q3 		$3.39K Sell
92
-80
-47% -$2.85K ﹤0.01% 1820
2025
Q2 		$5.95K Buy
172
+131
+320% +$4.61K ﹤0.01% 1568
2025
Q1 		$1.45K Sell
41
-175
-81% -$6.08K ﹤0.01% 2018
2024
Q4 		$7.46K Buy
216
+172
+391% +$6.36K ﹤0.01% 1375
2024
Q3 		$1.61K Sell
44
-89
-67% -$3.23K ﹤0.01% 1710
2024
Q2 		$4.59K Sell
133
-38
-22% -$1.27K ﹤0.01% 1346
2024
Q1 		$5.56K Buy
+171
New +$5.45K ﹤0.01% 1234
2023
Q4 		– Sell
-16
Closed -$514 – 2025
2023
Q3 		$514 Sell
16
-60
-79% -$1.98K ﹤0.01% 1816
2023
Q2 		$2.51K Buy
76
+15
+25% +$501 ﹤0.01% 1410
2023
Q1 		$2.14K Hold
61
– – ﹤0.01% 1399
2022
Q4 		$2K Sell
61
-25
-29% -$951 ﹤0.01% 1277
2022
Q3 		$3K Hold
86
– – ﹤0.01% 1104
2022
Q2 		$3K Hold
86
– – ﹤0.01% 1054
2022
Q1 		$3K Hold
86
– – ﹤0.01% 1064
2021
Q4 		$3K Buy
+86
New +$2.87K ﹤0.01% 1008
2020
Q1 		– Sell
-39
Closed -$2K – 746
2019
Q4 		$2K Hold
39
– – ﹤0.01% 748
2019
Q3 		$2K Hold
39
– – ﹤0.01% 764
2019
Q2 		$2K Hold
39
– – ﹤0.01% 710
2019
Q1 		$1.79K Sell
39
-51
-57% -$2.29K ﹤0.01% 777
2018
Q4 		$3.75K Buy
90
+51
+131% +$2.23K ﹤0.01% 718
2018
Q3 		$1.72K Sell
39
-38
-49% -$1.66K ﹤0.01% 853
2018
Q2 		$3.29K Buy
77
+38
+97% +$1.49K ﹤0.01% 800
2018
Q1 		$1.48K Hold
39
– – ﹤0.01% 884
2017
Q4 		$1.7K Buy
+39
New +$1.81K ﹤0.01% 781

Other funds holding LTC

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
WC
Waterloo Capital Austin, Texas $1.78B AUM 27.25% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

MassMutual Private Wealth & Trust's LTC Position: Q2 2026 in Review

MassMutual Private Wealth & Trust increased its LTC Properties (LTC) stake by 140% in Q2 2026, buying an estimated $1.06K and bringing the position to 48 shares worth $1.85K. The position accounts for ﹤0.01% of the portfolio, ranked #2028.

MassMutual Private Wealth & Trust first reported a position in LTC in Q4 2017 and has held it in 27 quarters since. The position peaked at $7.46K in Q4 2024. 84 funds tracked by Wall St. Rank hold LTC as of Q2 2026.

  • MassMutual Private Wealth & Trust held 48 shares of LTC Properties worth $1.85K as of Q2 2026.
  • MassMutual Private Wealth & Trust bought 28 LTC Properties shares in Q2 2026, an estimated $1.06K.
  • LTC Properties made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #2028 holding.
  • MassMutual Private Wealth & Trust first reported a position in LTC Properties in Q4 2017 and has held it in 27 quarters since.
  • MassMutual Private Wealth & Trust's LTC Properties position peaked at $7.46K in Q4 2024.
  • 84 funds tracked by Wall St. Rank held LTC Properties as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.