SWP
LTC

Strategic Wealth Partners’s LTC Properties LTC Stock Holding History

Strategic Wealth 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 		– Sell
-59
Closed -$2.02K – 1523
2025
Q4 		$2.02K Buy
+59
New +$2.08K ﹤0.01% 1197

Other funds holding LTC

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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

Strategic Wealth Partners's LTC Position: Q1 2026 in Review

Strategic Wealth Partners sold out of LTC Properties (LTC) in Q1 2026, closing a stake of 59 shares — an estimated $2.02K sold.

Strategic Wealth Partners first reported a position in LTC in Q4 2025 and held it in 1 quarter. The position peaked at $2.02K in Q4 2025. 288 funds tracked by Wall St. Rank hold LTC as of Q1 2026.

  • Strategic Wealth Partners reported no remaining LTC Properties position as of Q1 2026 after selling out during the quarter.
  • Strategic Wealth Partners sold 59 LTC Properties shares in Q1 2026, an estimated $2.02K.
  • Strategic Wealth Partners first reported a position in LTC Properties in Q4 2025 and held it in 1 quarter.
  • Strategic Wealth Partners's LTC Properties position peaked at $2.02K in Q4 2025.
  • 288 funds tracked by Wall St. Rank held LTC Properties as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.