RWM
LTC

Rialto Wealth Management’s LTC Properties LTC Stock Holding History

Rialto Wealth Management’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
-14
Closed -$517 – 1761
2025
Q3 		$517 Buy
+14
New +$500 ﹤0.01% 1216

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

Rialto Wealth Management's LTC Position: Q4 2025 in Review

Rialto Wealth Management sold out of LTC Properties (LTC) in Q4 2025, closing a stake of 14 shares — an estimated $517 sold.

Rialto Wealth Management first reported a position in LTC in Q3 2025 and held it in 1 quarter. The position peaked at $517 in Q3 2025. 272 funds tracked by Wall St. Rank hold LTC as of Q4 2025.

  • Rialto Wealth Management reported no remaining LTC Properties position as of Q4 2025 after selling out during the quarter.
  • Rialto Wealth Management sold 14 LTC Properties shares in Q4 2025, an estimated $517.
  • Rialto Wealth Management first reported a position in LTC Properties in Q3 2025 and held it in 1 quarter.
  • Rialto Wealth Management's LTC Properties position peaked at $517 in Q3 2025.
  • 272 funds tracked by Wall St. Rank held LTC Properties as of Q4 2025.

Based on Rialto Wealth Management's 13F filing for Q4 2025, filed 12 Jan 2026.