PS
LTC

Principal Securities’s LTC Properties LTC Stock Holding History

Principal Securities’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
Q4 		– Sell
-102
Closed -$3.76K – 2617
2025
Q3 		$3.76K Buy
102
+5
+5% +$178 ﹤0.01% 3043
2025
Q2 		$3.36K Sell
97
-656
-87% -$23.1K ﹤0.01% 2988
2025
Q1 		$26K Hold
753
– – ﹤0.01% 2069
2024
Q4 		$26K Buy
753
+17
+2% +$628 ﹤0.01% 2063
2024
Q3 		$27K Sell
736
-1,031
-58% -$37.4K ﹤0.01% 1978
2024
Q2 		$61K Buy
1,767
+14
+0.8% +$467 ﹤0.01% 1528
2024
Q1 		$57K Sell
1,753
-57
-3% -$1.82K ﹤0.01% 1512
2023
Q4 		$58.1K Buy
+1,810
New +$58.5K ﹤0.01% 1415

Other funds holding LTC

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
ACM
Advisors Capital Management Ridgewood, New Jersey $9.45B AUM 27.66% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Principal Securities's LTC Position: Q4 2025 in Review

Principal Securities sold out of LTC Properties (LTC) in Q4 2025, closing a stake of 102 shares — an estimated $3.76K sold.

Principal Securities first reported a position in LTC in Q4 2023 and held it in 8 quarters. The position peaked at $61K in Q2 2024. 272 funds tracked by Wall St. Rank hold LTC as of Q4 2025.

  • Principal Securities reported no remaining LTC Properties position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 102 LTC Properties shares in Q4 2025, an estimated $3.76K.
  • Principal Securities first reported a position in LTC Properties in Q4 2023 and held it in 8 quarters.
  • Principal Securities's LTC Properties position peaked at $61K in Q2 2024.
  • 272 funds tracked by Wall St. Rank held LTC Properties as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.