RBC
LTC

Roble Belko & Company’s LTC Properties LTC Stock Holding History

Roble Belko & Company’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
-81
Closed -$3K – 488
2025
Q3 		$3K Sell
81
-79
-49% -$2.82K ﹤0.01% 341
2025
Q2 		$6K Buy
160
+81
+103% +$2.85K ﹤0.01% 298
2025
Q1 		$3K Buy
79
+2
+3% +$70 ﹤0.01% 312
2024
Q4 		$3K Buy
77
+1
+1% +$37 ﹤0.01% 297
2024
Q3 		$3K Buy
76
+27
+55% +$978 ﹤0.01% 281
2024
Q2 		$2K Buy
+49
New +$1.63K ﹤0.01% 288

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ACM
Advisors Capital Management Ridgewood, New Jersey $8.58B AUM 23.43% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Roble Belko & Company's LTC Position: Q4 2025 in Review

Roble Belko & Company sold out of LTC Properties (LTC) in Q4 2025, closing a stake of 81 shares — an estimated $3K sold.

Roble Belko & Company first reported a position in LTC in Q2 2024 and held it in 6 quarters. The position peaked at $6K in Q2 2025. 272 funds tracked by Wall St. Rank hold LTC as of Q4 2025.

  • Roble Belko & Company reported no remaining LTC Properties position as of Q4 2025 after selling out during the quarter.
  • Roble Belko & Company sold 81 LTC Properties shares in Q4 2025, an estimated $3K.
  • Roble Belko & Company first reported a position in LTC Properties in Q2 2024 and held it in 6 quarters.
  • Roble Belko & Company's LTC Properties position peaked at $6K in Q2 2025.
  • 272 funds tracked by Wall St. Rank held LTC Properties as of Q4 2025.

Based on Roble Belko & Company's 13F filing for Q4 2025, filed 12 Jan 2026.