SBIA
LTC

Sheaff Brock Investment Advisors’s LTC Properties LTC Stock Holding History

Sheaff Brock Investment Advisors’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
Q1 		$360K Buy
10,150
+2,000
+25% +$69.5K 0.03% 307
2024
Q4 		$282K Buy
8,150
+1,000
+14% +$36.9K 0.02% 349
2024
Q3 		$262K Hold
7,150
– – 0.02% 350
2024
Q2 		$247K Hold
7,150
– – 0.02% 349
2024
Q1 		$232K Buy
+7,150
New +$228K 0.01% 411

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 $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Sheaff Brock Investment Advisors's LTC Position: Q1 2025 in Review

Sheaff Brock Investment Advisors increased its LTC Properties (LTC) stake by 25% in Q1 2025, buying an estimated $69.5K and bringing the position to 10,150 shares worth $360K. The position accounts for 0.03% of the portfolio, ranked #307.

Sheaff Brock Investment Advisors first reported a position in LTC in Q1 2024 and has held it in 5 quarters since. 260 funds tracked by Wall St. Rank hold LTC as of Q1 2025.

  • Sheaff Brock Investment Advisors held 10,150 shares of LTC Properties worth $360K as of Q1 2025.
  • Sheaff Brock Investment Advisors bought 2,000 LTC Properties shares in Q1 2025, an estimated $69.5K.
  • LTC Properties made up 0.03% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #307 holding.
  • Sheaff Brock Investment Advisors first reported a position in LTC Properties in Q1 2024 and has held it in 5 quarters since.
  • 260 funds tracked by Wall St. Rank held LTC Properties as of Q1 2025.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.