RWS
LTC

Retirement Wealth Solutions’s LTC Properties LTC Stock Holding History

Retirement Wealth Solutions’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 		$1.27K Sell
33
-10
-23% -$380 ﹤0.01% 603
2026
Q1 		$1.6K Buy
43
+34
+378% +$1.28K ﹤0.01% 551
2025
Q4 		$310 Hold
9
– – ﹤0.01% 714
2025
Q3 		$332 Buy
+9
New +$321 ﹤0.01% 736

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

Retirement Wealth Solutions's LTC Position: Q2 2026 in Review

Retirement Wealth Solutions reduced its LTC Properties (LTC) stake by 23% in Q2 2026, selling an estimated $380 and leaving 33 shares worth $1.27K. The position accounts for ﹤0.01% of the portfolio, ranked #603.

Retirement Wealth Solutions first reported a position in LTC in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.6K in Q1 2026. 290 funds tracked by Wall St. Rank hold LTC as of Q2 2026.

  • Retirement Wealth Solutions held 33 shares of LTC Properties worth $1.27K as of Q2 2026.
  • Retirement Wealth Solutions sold 10 LTC Properties shares in Q2 2026, an estimated $380.
  • LTC Properties made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q2 2026, its #603 holding.
  • Retirement Wealth Solutions first reported a position in LTC Properties in Q3 2025 and has held it in 4 quarters since.
  • Retirement Wealth Solutions's LTC Properties position peaked at $1.6K in Q1 2026.
  • 290 funds tracked by Wall St. Rank held LTC Properties as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.