PPWM
LTC

PFG Private Wealth Management’s LTC Properties LTC Stock Holding History

PFG Private Wealth Management’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
-30
Closed -$1.06K – 164
2025
Q1 		$1.06K Buy
+30
New +$1.04K ﹤0.01% 241

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

PFG Private Wealth Management's LTC Position: Q2 2025 in Review

PFG Private Wealth Management sold out of LTC Properties (LTC) in Q2 2025, closing a stake of 30 shares — an estimated $1.06K sold.

PFG Private Wealth Management first reported a position in LTC in Q1 2025 and held it in 1 quarter. The position peaked at $1.06K in Q1 2025. 259 funds tracked by Wall St. Rank hold LTC as of Q2 2025.

  • PFG Private Wealth Management reported no remaining LTC Properties position as of Q2 2025 after selling out during the quarter.
  • PFG Private Wealth Management sold 30 LTC Properties shares in Q2 2025, an estimated $1.06K.
  • PFG Private Wealth Management first reported a position in LTC Properties in Q1 2025 and held it in 1 quarter.
  • PFG Private Wealth Management's LTC Properties position peaked at $1.06K in Q1 2025.
  • 259 funds tracked by Wall St. Rank held LTC Properties as of Q2 2025.

Based on PFG Private Wealth Management's 13F filing for Q2 2025, filed 11 Aug 2025.