SS
LTC

Sunbelt Securities’s LTC Properties LTC Stock Holding History

Sunbelt Securities’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 		$29.6K Hold
795
– – ﹤0.01% 1181
2025
Q4 		$27.3K Hold
795
– – ﹤0.01% 1164
2025
Q3 		$29.3K Buy
795
+37
+5% +$1.32K ﹤0.01% 1153
2025
Q2 		$26.2K Sell
758
-12
-2% -$422 ﹤0.01% 1101
2025
Q1 		$27.3K Buy
770
+16
+2% +$556 ﹤0.01% 1047
2024
Q4 		$26K Buy
754
+8
+1% +$296 ﹤0.01% 1101
2024
Q3 		$27.4K Buy
746
+11
+1% +$399 ﹤0.01% 1085
2024
Q2 		$25.4K Buy
735
+17
+2% +$567 ﹤0.01% 1067
2024
Q1 		$23.3K Buy
718
+8
+1% +$255 ﹤0.01% 1059
2023
Q4 		$22.8K Buy
710
+13
+2% +$420 ﹤0.01% 1000
2023
Q3 		$22.4K Buy
697
+12
+2% +$396 ﹤0.01% 989
2023
Q2 		$22.6K Buy
685
+15
+2% +$501 ﹤0.01% 992
2023
Q1 		$23.2K Buy
+670
New +$24.1K ﹤0.01% 917
2022
Q3 		– Sell
-23,465
Closed -$901K – 441
2022
Q2 		$901K Buy
23,465
+379
+2% +$14K 0.19% 131
2022
Q1 		$887K Sell
23,086
-117
-0.5% -$4.13K 0.16% 162
2021
Q4 		$776K Buy
23,203
+15,973
+221% +$533K 0.13% 192
2021
Q3 		$288K Hold
7,230
– – 0.05% 359
2021
Q2 		$288K Buy
+7,230
New +$294K 0.05% 359

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

Sunbelt Securities's LTC Position: Q1 2026 in Review

Sunbelt Securities held its LTC Properties (LTC) position steady in Q1 2026 at 795 shares worth $29.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1181.

Sunbelt Securities first reported a position in LTC in Q2 2021 and has held it in 18 quarters since. The position peaked at $901K in Q2 2022. 288 funds tracked by Wall St. Rank hold LTC as of Q1 2026.

  • Sunbelt Securities held 795 shares of LTC Properties worth $29.6K as of Q1 2026.
  • Sunbelt Securities left its LTC Properties share count unchanged in Q1 2026.
  • LTC Properties made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1181 holding.
  • Sunbelt Securities first reported a position in LTC Properties in Q2 2021 and has held it in 18 quarters since.
  • Sunbelt Securities's LTC Properties position peaked at $901K in Q2 2022.
  • 288 funds tracked by Wall St. Rank held LTC Properties as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.