OP
LTC

ORG Partners’s LTC Properties LTC Stock Holding History

ORG Partners’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
Q4 		$539K Sell
15,693
-146
-0.9% -$5.15K 0.1% 187
2025
Q3 		$584K Buy
15,839
+350
+2% +$12.5K 0.11% 174
2025
Q2 		$539K Buy
15,489
+922
+6% +$32.4K 0.11% 158
2025
Q1 		$518K Sell
14,567
-225
-2% -$7.82K 0.13% 146
2024
Q4 		$511K Sell
14,792
-459
-3% -$17K 0.07% 185
2024
Q3 		$559K Buy
+15,251
New +$553K 0.09% 155
2023
Q3 		– Sell
-7,582
Closed -$251K – 1509
2023
Q2 		$251K Buy
+7,582
New +$253K 0.04% 330

Other funds holding LTC

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
ACM
Advisors Capital Management Ridgewood, New Jersey $9.45B AUM 27.66% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

ORG Partners's LTC Position: Q4 2025 in Review

ORG Partners reduced its LTC Properties (LTC) stake by 0.92% in Q4 2025, selling an estimated $5.15K and leaving 15,693 shares worth $539K. The position accounts for 0.1% of the portfolio, ranked #187.

ORG Partners first reported a position in LTC in Q2 2023 and has held it in 7 quarters since. The position peaked at $584K in Q3 2025. 272 funds tracked by Wall St. Rank hold LTC as of Q4 2025.

  • ORG Partners held 15,693 shares of LTC Properties worth $539K as of Q4 2025.
  • ORG Partners sold 146 LTC Properties shares in Q4 2025, an estimated $5.15K.
  • LTC Properties made up 0.1% of ORG Partners's portfolio in Q4 2025, its #187 holding.
  • ORG Partners first reported a position in LTC Properties in Q2 2023 and has held it in 7 quarters since.
  • ORG Partners's LTC Properties position peaked at $584K in Q3 2025.
  • 272 funds tracked by Wall St. Rank held LTC Properties as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.