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LTC

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
Q1 		$4.57K Buy
+123
New +$4.63K ﹤0.01% 1986

Other funds holding LTC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
ACM
Advisors Capital Management Ridgewood, New Jersey $8.58B AUM 23.43% 1-Year Est. Return

Root Financial Partners's LTC Position: Q1 2026 in Review

Root Financial Partners opened a new position in LTC Properties (LTC) in Q1 2026: 123 shares worth $4.57K. The stake represents ﹤0.01% of the portfolio and ranks #1986 among its holdings.

287 funds tracked by Wall St. Rank hold LTC as of Q1 2026.

  • Root Financial Partners held 123 shares of LTC Properties worth $4.57K as of Q1 2026.
  • LTC Properties was a new Root Financial Partners position in Q1 2026.
  • LTC Properties made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1986 holding.
  • 287 funds tracked by Wall St. Rank held LTC Properties as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.