PWA
LTC

Physician Wealth Advisors’s LTC Properties LTC Stock Holding History

Physician Wealth 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
2026
Q2 		$962 Sell
25
-2
-7% -$76 ﹤0.01% 1856
2026
Q1 		$1K Hold
27
– – ﹤0.01% 1691
2025
Q4 		$929 Sell
27
-45
-63% -$1.59K ﹤0.01% 1661
2025
Q3 		$2.65K Buy
72
+46
+177% +$1.64K ﹤0.01% 1101
2025
Q2 		$900 Buy
+26
New +$915 ﹤0.01% 1499

Other funds holding LTC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

Physician Wealth Advisors's LTC Position: Q2 2026 in Review

Physician Wealth Advisors reduced its LTC Properties (LTC) stake by 7.4% in Q2 2026, selling an estimated $76 and leaving 25 shares worth $962. The position accounts for ﹤0.01% of the portfolio, ranked #1856.

Physician Wealth Advisors first reported a position in LTC in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.65K in Q3 2025. 290 funds tracked by Wall St. Rank hold LTC as of Q2 2026.

  • Physician Wealth Advisors held 25 shares of LTC Properties worth $962 as of Q2 2026.
  • Physician Wealth Advisors sold 2 LTC Properties shares in Q2 2026, an estimated $76.
  • LTC Properties made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1856 holding.
  • Physician Wealth Advisors first reported a position in LTC Properties in Q2 2025 and has held it in 5 quarters since.
  • Physician Wealth Advisors's LTC Properties position peaked at $2.65K in Q3 2025.
  • 290 funds tracked by Wall St. Rank held LTC Properties as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.