PWPS
LTC

Pinnacle Wealth Planning Services’s LTC Properties LTC Stock Holding History

Pinnacle Wealth Planning Services’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 		$49.2K Buy
1,279
+8
+0.6% +$304 ﹤0.01% 1282
2026
Q1 		$47.2K Buy
1,271
+59
+5% +$2.22K ﹤0.01% 1238
2025
Q4 		$41.7K Buy
+1,212
New +$42.7K ﹤0.01% 1324
2021
Q1 		– Sell
-522
Closed -$20K – 1259
2020
Q4 		$20K Buy
+522
New +$19.2K ﹤0.01% 1153

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 Wealth Planning Services's LTC Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its LTC Properties (LTC) stake by 0.63% in Q2 2026, buying an estimated $304 and bringing the position to 1,279 shares worth $49.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1282.

Pinnacle Wealth Planning Services first reported a position in LTC in Q4 2020 and has held it in 4 quarters since. 290 funds tracked by Wall St. Rank hold LTC as of Q2 2026.

  • Pinnacle Wealth Planning Services held 1,279 shares of LTC Properties worth $49.2K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 8 LTC Properties shares in Q2 2026, an estimated $304.
  • LTC Properties made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1282 holding.
  • Pinnacle Wealth Planning Services first reported a position in LTC Properties in Q4 2020 and has held it in 4 quarters since.
  • 290 funds tracked by Wall St. Rank held LTC Properties as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.