SAG
LTC

SageView Advisory Group’s LTC Properties LTC Stock Holding History

SageView Advisory Group’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 		– Sell
-1,086
Closed -$37.4K – 1649
2025
Q4 		$37.4K Buy
+1,086
New +$38.3K ﹤0.01% 1197
2024
Q2 		– Sell
-11,601
Closed -$30K – 643
2024
Q1 		$30K Buy
+11,601
New +$370K ﹤0.01% 519

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
ACM
Advisors Capital Management Ridgewood, New Jersey $9.45B AUM 27.66% 1-Year Est. Return

SageView Advisory Group's LTC Position: Q1 2026 in Review

SageView Advisory Group sold out of LTC Properties (LTC) in Q1 2026, closing a stake of 1,086 shares — an estimated $37.4K sold.

SageView Advisory Group first reported a position in LTC in Q1 2024 and held it in 2 quarters. The position peaked at $37.4K in Q4 2025. 288 funds tracked by Wall St. Rank hold LTC as of Q1 2026.

  • SageView Advisory Group reported no remaining LTC Properties position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 1,086 LTC Properties shares in Q1 2026, an estimated $37.4K.
  • SageView Advisory Group first reported a position in LTC Properties in Q1 2024 and held it in 2 quarters.
  • SageView Advisory Group's LTC Properties position peaked at $37.4K in Q4 2025.
  • 288 funds tracked by Wall St. Rank held LTC Properties as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.