Naviter Wealth’s LTC Properties LTC Stock Holding History

Naviter Wealth’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
2022 Q1	–	Sell	-7,217	Closed	-$246K	–	102
2021 Q4	$246K	Buy	+7,217	New	+$241K	0.07%	93

Other funds holding LTC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

ACM

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

Naviter Wealth's LTC Position: Q1 2022 in Review

Naviter Wealth sold out of LTC Properties (LTC) in Q1 2022, closing a stake of 7,217 shares — an estimated $246K sold.

Naviter Wealth first reported a position in LTC in Q4 2021 and held it in 1 quarter. The position peaked at $246K in Q4 2021. 216 funds tracked by Wall St. Rank hold LTC as of Q1 2022.

Naviter Wealth reported no remaining LTC Properties position as of Q1 2022 after selling out during the quarter.
Naviter Wealth sold 7,217 LTC Properties shares in Q1 2022, an estimated $246K.
Naviter Wealth first reported a position in LTC Properties in Q4 2021 and held it in 1 quarter.
Naviter Wealth's LTC Properties position peaked at $246K in Q4 2021.
216 funds tracked by Wall St. Rank held LTC Properties as of Q1 2022.

Based on Naviter Wealth's 13F filing for Q1 2022, filed 21 Apr 2022.