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LTC

NewEdge Advisors’s LTC Properties LTC Stock Holding History

NewEdge 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
-140
Closed -$4.96K – 4085
2025
Q1 		$4.96K Hold
140
– – ﹤0.01% 3307
2024
Q4 		$4.84K Hold
140
– – ﹤0.01% 3248
2024
Q3 		$5.14K Hold
140
– – ﹤0.01% 3161
2024
Q2 		$4.83K Hold
140
– – ﹤0.01% 3104
2024
Q1 		$4.55K Hold
140
– – ﹤0.01% 3166
2023
Q4 		$4.5K Hold
140
– – ﹤0.01% 3151
2023
Q3 		$4.5K Sell
140
-520
-79% -$17.2K ﹤0.01% 2845
2023
Q2 		$21.8K Hold
660
– – ﹤0.01% 2362
2023
Q1 		$23.2K Hold
660
– – ﹤0.01% 2290
2022
Q4 		$23 Buy
+660
New +$25.1K ﹤0.01% 3578

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

NewEdge Advisors's LTC Position: Q2 2025 in Review

NewEdge Advisors sold out of LTC Properties (LTC) in Q2 2025, closing a stake of 140 shares — an estimated $4.96K sold.

NewEdge Advisors first reported a position in LTC in Q4 2022 and held it in 10 quarters. The position peaked at $23.2K in Q1 2023. 259 funds tracked by Wall St. Rank hold LTC as of Q2 2025.

  • NewEdge Advisors reported no remaining LTC Properties position as of Q2 2025 after selling out during the quarter.
  • NewEdge Advisors sold 140 LTC Properties shares in Q2 2025, an estimated $4.96K.
  • NewEdge Advisors first reported a position in LTC Properties in Q4 2022 and held it in 10 quarters.
  • NewEdge Advisors's LTC Properties position peaked at $23.2K in Q1 2023.
  • 259 funds tracked by Wall St. Rank held LTC Properties as of Q2 2025.

Based on NewEdge Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.