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 New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 $121B AUM 33.93% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Advisors Capital Management Ridgewood, New Jersey $8.58B AUM 23.43% 1-Year Est. Return