Root Financial Partners
LTC icon

Root Financial Partners’s LTC Properties LTC Stock Holding History

Root Financial Partners’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
Q3 		$8.36K Buy
+195
New +$7.99K ﹤0.01% 2004
2026
Q2 		– Sell
-123
Closed -$4.57K – 1989
2026
Q1 		$4.57K Buy
+123
New +$4.62K ﹤0.01% 1986

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Root Financial Partners's LTC Position: Q3 2026 in Review

Root Financial Partners opened a new position in LTC Properties (LTC) in Q3 2026: 195 shares worth $8.36K. The stake represents ﹤0.01% of the portfolio and ranks #2004 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in LTC as recently as Q1 2026.

Root Financial Partners first reported a position in LTC in Q1 2026 and has held it in 2 quarters since. 245 funds tracked by Wall St. Rank hold LTC as of Q3 2026.

  • Root Financial Partners held 195 shares of LTC Properties worth $8.36K as of Q3 2026.
  • LTC Properties was a new Root Financial Partners position in Q3 2026.
  • LTC Properties made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2004 holding.
  • Root Financial Partners first reported a position in LTC Properties in Q1 2026 and has held it in 2 quarters since.
  • 245 funds tracked by Wall St. Rank held LTC Properties as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.