SFC
LTC

Strategic Financial Concepts’s LTC Properties LTC Stock Holding History

Strategic Financial Concepts’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 		$703K Buy
+18,914
New +$711K 0.17% 125
2025
Q4 		– Sell
-18,941
Closed -$698K – 218
2025
Q3 		$698K Sell
18,941
-115
-0.6% -$4.1K 0.1% 107
2025
Q2 		$660K Buy
19,056
+24
+0.1% +$844 0.09% 118
2025
Q1 		$675K Sell
19,032
-14
-0.1% -$487 0.13% 162
2024
Q4 		$658K Buy
19,046
+19
+0.1% +$702 0.13% 158
2024
Q3 		$698K Sell
19,027
-654,342
-97% -$23.7M 0.22% 92
2024
Q2 		$19K Buy
673,369
+654,136
+3,401% +$21.8M 0.01% 341
2024
Q1 		$625K Buy
+19,233
New +$613K 0.15% 145
2023
Q4 		– Sell
-19,520
Closed -$627K – 212
2023
Q3 		$627K Sell
19,520
-957
-5% -$31.6K 0.21% 115
2023
Q2 		$676K Buy
+20,477
New +$684K 0.25% 94

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

Strategic Financial Concepts's LTC Position: Q1 2026 in Review

Strategic Financial Concepts opened a new position in LTC Properties (LTC) in Q1 2026: 18,914 shares worth $703K. The stake represents 0.17% of the portfolio and ranks #125 among its holdings. This is a return to the name: Strategic Financial Concepts previously reported a position in LTC as recently as Q3 2025.

Strategic Financial Concepts first reported a position in LTC in Q2 2023 and has held it in 10 quarters since. 287 funds tracked by Wall St. Rank hold LTC as of Q1 2026.

  • Strategic Financial Concepts held 18,914 shares of LTC Properties worth $703K as of Q1 2026.
  • LTC Properties was a new Strategic Financial Concepts position in Q1 2026.
  • LTC Properties made up 0.17% of Strategic Financial Concepts's portfolio in Q1 2026, its #125 holding.
  • Strategic Financial Concepts first reported a position in LTC Properties in Q2 2023 and has held it in 10 quarters since.
  • 287 funds tracked by Wall St. Rank held LTC Properties as of Q1 2026.

Based on Strategic Financial Concepts's 13F filing for Q1 2026, filed 13 May 2026.