SIM
LTC

Synergy Investment Management’s LTC Properties LTC Stock Holding History

Synergy Investment 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 		$4.92K Buy
+118
New +$4.48K ﹤0.01% 758

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

Synergy Investment Management's LTC Position: Q2 2026 in Review

Synergy Investment Management opened a new position in LTC Properties (LTC) in Q2 2026: 118 shares worth $4.92K. The stake represents ﹤0.01% of the portfolio and ranks #758 among its holdings.

289 funds tracked by Wall St. Rank hold LTC as of Q2 2026.

  • Synergy Investment Management held 118 shares of LTC Properties worth $4.92K as of Q2 2026.
  • LTC Properties was a new Synergy Investment Management position in Q2 2026.
  • LTC Properties made up ﹤0.01% of Synergy Investment Management's portfolio in Q2 2026, its #758 holding.
  • 289 funds tracked by Wall St. Rank held LTC Properties as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.