PFA
LTC

Pinnacle Family Advisors’s LTC Properties LTC Stock Holding History

Pinnacle Family 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 		$537K Sell
13,973
-69
-0.5% -$2.62K 0.23% 78
2026
Q1 		$522K Buy
14,042
+37
+0.3% +$1.39K 0.25% 67
2025
Q4 		$481K Buy
14,005
+140
+1% +$4.93K 0.21% 81
2025
Q3 		$511K Buy
+13,865
New +$495K 0.22% 72

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

Pinnacle Family Advisors's LTC Position: Q2 2026 in Review

Pinnacle Family Advisors reduced its LTC Properties (LTC) stake by 0.49% in Q2 2026, selling an estimated $2.62K and leaving 13,973 shares worth $537K. The position accounts for 0.23% of the portfolio, ranked #78.

Pinnacle Family Advisors first reported a position in LTC in Q3 2025 and has held it in 4 quarters since. 289 funds tracked by Wall St. Rank hold LTC as of Q2 2026.

  • Pinnacle Family Advisors held 13,973 shares of LTC Properties worth $537K as of Q2 2026.
  • Pinnacle Family Advisors sold 69 LTC Properties shares in Q2 2026, an estimated $2.62K.
  • LTC Properties made up 0.23% of Pinnacle Family Advisors's portfolio in Q2 2026, its #78 holding.
  • Pinnacle Family Advisors first reported a position in LTC Properties in Q3 2025 and has held it in 4 quarters since.
  • 289 funds tracked by Wall St. Rank held LTC Properties as of Q2 2026.

Based on Pinnacle Family Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.