PMFA
LTC icon

Plante Moran Financial Advisors’s LTC Properties LTC Stock Holding History

Plante Moran Financial 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 		$346 Buy
+9
New +$342 ﹤0.01% 1255
2024
Q4 		– Sell
-16
Closed -$594 – 960
2024
Q3 		$594 Buy
+16
New +$580 ﹤0.01% 811
2016
Q1 		– Sell
-130
Closed -$6K – 963
2015
Q4 		$6K Buy
+130
New +$5.54K ﹤0.01% 682

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 $3.38T AUM 44.17% 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

Plante Moran Financial Advisors's LTC Position: Q2 2026 in Review

Plante Moran Financial Advisors opened a new position in LTC Properties (LTC) in Q2 2026: 9 shares worth $346. The stake represents ﹤0.01% of the portfolio and ranks #1255 among its holdings. This is a return to the name: Plante Moran Financial Advisors previously reported a position in LTC as recently as Q3 2024.

Plante Moran Financial Advisors first reported a position in LTC in Q4 2015 and has held it in 3 quarters since. The position peaked at $6K in Q4 2015. 291 funds tracked by Wall St. Rank hold LTC as of Q2 2026.

  • Plante Moran Financial Advisors held 9 shares of LTC Properties worth $346 as of Q2 2026.
  • LTC Properties was a new Plante Moran Financial Advisors position in Q2 2026.
  • LTC Properties made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #1255 holding.
  • Plante Moran Financial Advisors first reported a position in LTC Properties in Q4 2015 and has held it in 3 quarters since.
  • Plante Moran Financial Advisors's LTC Properties position peaked at $6K in Q4 2015.
  • 291 funds tracked by Wall St. Rank held LTC Properties as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.