WA
LTC

Whipplewood Advisors’s LTC Properties LTC Stock Holding History

Whipplewood Advisors’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 		– Sell
-30
Closed -$1.11K – 888
2026
Q1 		$1.11K Buy
+30
New +$1.13K ﹤0.01% 876
2025
Q3 		– Sell
-46
Closed -$1.59K – 803
2025
Q2 		$1.59K Buy
46
+13
+39% +$457 ﹤0.01% 923
2025
Q1 		$1.63K Sell
33
-13
-28% -$452 ﹤0.01% 931
2024
Q4 		$1.59K Buy
+46
New +$1.7K ﹤0.01% 924

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

Whipplewood Advisors's LTC Position: Q2 2026 in Review

Whipplewood Advisors sold out of LTC Properties (LTC) in Q2 2026, closing a stake of 30 shares — an estimated $1.11K sold.

Whipplewood Advisors first reported a position in LTC in Q4 2024 and held it in 4 quarters. The position peaked at $1.63K in Q1 2025. 289 funds tracked by Wall St. Rank hold LTC as of Q2 2026.

  • Whipplewood Advisors reported no remaining LTC Properties position as of Q2 2026 after selling out during the quarter.
  • Whipplewood Advisors sold 30 LTC Properties shares in Q2 2026, an estimated $1.11K.
  • Whipplewood Advisors first reported a position in LTC Properties in Q4 2024 and held it in 4 quarters.
  • Whipplewood Advisors's LTC Properties position peaked at $1.63K in Q1 2025.
  • 289 funds tracked by Wall St. Rank held LTC Properties as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.