RIA
LTC

Realta Investment Advisors’s LTC Properties LTC Stock Holding History

Realta Investment 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
2020
Q1 		– Sell
-55
Closed -$3K – 928
2019
Q4 		$3K Hold
55
– – ﹤0.01% 1425
2019
Q3 		$3K Sell
55
-69
-56% -$3.33K ﹤0.01% 1442
2019
Q2 		$6K Hold
124
– – ﹤0.01% 1317
2019
Q1 		$6K Buy
+124
New +$5.57K ﹤0.01% 1033

Other funds holding LTC

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Realta Investment Advisors's LTC Position: Q1 2020 in Review

Realta Investment Advisors sold out of LTC Properties (LTC) in Q1 2020, closing a stake of 55 shares — an estimated $3K sold.

Realta Investment Advisors first reported a position in LTC in Q1 2019 and held it in 4 quarters. The position peaked at $6K in Q2 2019. 231 funds tracked by Wall St. Rank hold LTC as of Q1 2020.

  • Realta Investment Advisors reported no remaining LTC Properties position as of Q1 2020 after selling out during the quarter.
  • Realta Investment Advisors sold 55 LTC Properties shares in Q1 2020, an estimated $3K.
  • Realta Investment Advisors first reported a position in LTC Properties in Q1 2019 and held it in 4 quarters.
  • Realta Investment Advisors's LTC Properties position peaked at $6K in Q2 2019.
  • 231 funds tracked by Wall St. Rank held LTC Properties as of Q1 2020.

Based on Realta Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.