TWD
LTC

True Wealth Design’s LTC Properties LTC Stock Holding History

True Wealth Design’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
2025
Q4 		– Sell
-5
Closed -$185 – 2714
2025
Q3 		$185 Sell
5
-1
-17% -$36 ﹤0.01% 2318
2025
Q2 		$208 Sell
6
-7
-54% -$246 ﹤0.01% 2059
2025
Q1 		$461 Buy
+13
New +$452 ﹤0.01% 1569

Other funds holding LTC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
ACM
Advisors Capital Management Ridgewood, New Jersey $9.45B AUM 27.66% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

True Wealth Design's LTC Position: Q4 2025 in Review

True Wealth Design sold out of LTC Properties (LTC) in Q4 2025, closing a stake of 5 shares — an estimated $185 sold.

True Wealth Design first reported a position in LTC in Q1 2025 and held it in 3 quarters. The position peaked at $461 in Q1 2025. 272 funds tracked by Wall St. Rank hold LTC as of Q4 2025.

  • True Wealth Design reported no remaining LTC Properties position as of Q4 2025 after selling out during the quarter.
  • True Wealth Design sold 5 LTC Properties shares in Q4 2025, an estimated $185.
  • True Wealth Design first reported a position in LTC Properties in Q1 2025 and held it in 3 quarters.
  • True Wealth Design's LTC Properties position peaked at $461 in Q1 2025.
  • 272 funds tracked by Wall St. Rank held LTC Properties as of Q4 2025.

Based on True Wealth Design's 13F filing for Q4 2025, filed 8 Jan 2026.