WANY
LTC

Wealthspire Advisors (New York)’s LTC Properties LTC Stock Holding History

Wealthspire Advisors (New York)’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
-154
Closed -$5.68K – 2096
2025
Q3 		$5.68K Buy
+154
New +$5.5K ﹤0.01% 2276

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

Wealthspire Advisors (New York)'s LTC Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of LTC Properties (LTC) in Q4 2025, closing a stake of 154 shares — an estimated $5.68K sold.

Wealthspire Advisors (New York) first reported a position in LTC in Q3 2025 and held it in 1 quarter. The position peaked at $5.68K in Q3 2025. 272 funds tracked by Wall St. Rank hold LTC as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining LTC Properties position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 154 LTC Properties shares in Q4 2025, an estimated $5.68K.
  • Wealthspire Advisors (New York) first reported a position in LTC Properties in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s LTC Properties position peaked at $5.68K in Q3 2025.
  • 272 funds tracked by Wall St. Rank held LTC Properties as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.