SWM
LTC

Spire Wealth Management’s LTC Properties LTC Stock Holding History

Spire Wealth Management’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
Q2 		$577 Sell
15
-3
-17% -$114 ﹤0.01% 2205
2026
Q1 		$669 Hold
18
– – ﹤0.01% 2205
2025
Q4 		$619 Buy
18
+3
+20% +$106 ﹤0.01% 2259
2025
Q3 		$553 Hold
15
– – ﹤0.01% 2343
2025
Q2 		$519 Sell
15
-50
-77% -$1.76K ﹤0.01% 2366
2025
Q1 		$2.3K Hold
65
– – ﹤0.01% 2255
2024
Q4 		$2.25K Hold
65
– – ﹤0.01% 2230
2024
Q3 		$2.38K Hold
65
– – ﹤0.01% 1968
2024
Q2 		$2.24K Hold
65
– – ﹤0.01% 1991
2024
Q1 		$2.11K Buy
65
+15
+30% +$478 ﹤0.01% 2084
2023
Q4 		$1.6K Hold
50
– – ﹤0.01% 2187
2023
Q3 		$1.61K Sell
50
-250
-83% -$8.25K ﹤0.01% 2169
2023
Q2 		$9.91K Sell
300
-699
-70% -$23.3K ﹤0.01% 1819
2023
Q1 		$35.1K Buy
999
+519
+108% +$18.7K ﹤0.01% 1363
2022
Q4 		$17K Buy
480
+430
+860% +$16.4K ﹤0.01% 1434
2022
Q3 		$2K Hold
50
– – ﹤0.01% 1966
2022
Q2 		$2K Hold
50
– – ﹤0.01% 2370
2022
Q1 		$2K Hold
50
– – ﹤0.01% 2403
2021
Q4 		$2K Sell
50
-50
-50% -$1.67K ﹤0.01% 2782
2021
Q3 		$3K Hold
100
– – ﹤0.01% 2403
2021
Q2 		$4K Hold
100
– – ﹤0.01% 2370
2021
Q1 		$4K Buy
+100
New +$4.12K ﹤0.01% 2699

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
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

Spire Wealth Management's LTC Position: Q2 2026 in Review

Spire Wealth Management reduced its LTC Properties (LTC) stake by 17% in Q2 2026, selling an estimated $114 and leaving 15 shares worth $577. The position accounts for ﹤0.01% of the portfolio, ranked #2205.

Spire Wealth Management first reported a position in LTC in Q1 2021 and has held it in 22 quarters since. The position peaked at $35.1K in Q1 2023. 289 funds tracked by Wall St. Rank hold LTC as of Q2 2026.

  • Spire Wealth Management held 15 shares of LTC Properties worth $577 as of Q2 2026.
  • Spire Wealth Management sold 3 LTC Properties shares in Q2 2026, an estimated $114.
  • LTC Properties made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #2205 holding.
  • Spire Wealth Management first reported a position in LTC Properties in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's LTC Properties position peaked at $35.1K in Q1 2023.
  • 289 funds tracked by Wall St. Rank held LTC Properties as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.