NAAA
LTC

New Age Alpha Advisors’s LTC Properties LTC Stock Holding History

New Age Alpha Advisors’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
2025
Q2 		– Sell
-55,662
Closed -$1.97M – 919
2025
Q1 		$1.97M Buy
55,662
+29,691
+114% +$1.03M 0.09% 318
2024
Q4 		$897K Buy
+25,971
New +$960K 0.04% 469

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
ACM
Advisors Capital Management Ridgewood, New Jersey $8.58B AUM 23.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

New Age Alpha Advisors's LTC Position: Q2 2025 in Review

New Age Alpha Advisors sold out of LTC Properties (LTC) in Q2 2025, closing a stake of 55,662 shares — an estimated $1.97M sold.

New Age Alpha Advisors first reported a position in LTC in Q4 2024 and held it in 2 quarters. The position peaked at $1.97M in Q1 2025. 259 funds tracked by Wall St. Rank hold LTC as of Q2 2025.

  • New Age Alpha Advisors reported no remaining LTC Properties position as of Q2 2025 after selling out during the quarter.
  • New Age Alpha Advisors sold 55,662 LTC Properties shares in Q2 2025, an estimated $1.97M.
  • New Age Alpha Advisors first reported a position in LTC Properties in Q4 2024 and held it in 2 quarters.
  • New Age Alpha Advisors's LTC Properties position peaked at $1.97M in Q1 2025.
  • 259 funds tracked by Wall St. Rank held LTC Properties as of Q2 2025.

Based on New Age Alpha Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.