WhitTier Trust Company’s LTC Properties LTC Stock Holding History

WhitTier Trust Company’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	$19.6K	Hold	500	–	–	﹤0.01%	933
2026 Q1	$19.1K	Hold	500	–	–	﹤0.01%	913
2025 Q4	$17.7K	Buy	+500	New	+$17.6K	﹤0.01%	938
2024 Q4	–	Sell	-69	Closed	-$2.53K	–	1385
2024 Q3	$2.53K	Hold	69	–	–	﹤0.01%	1202
2024 Q2	$2.38K	Sell	69 -2	-3%	-$67	﹤0.01%	1157
2024 Q1	$2.31K	Buy	71 +4	+6%	+$127	﹤0.01%	1124
2023 Q4	$2.15K	Sell	67 -3	-4%	-$97	﹤0.01%	1120
2023 Q3	$2.25K	Hold	70	–	–	﹤0.01%	1068
2023 Q2	$2.31K	Buy	+70	New	+$2.34K	﹤0.01%	1093
2018 Q1	–	Sell	-94	Closed	-$4K	–	1028
2017 Q4	$4K	Hold	94	–	–	﹤0.01%	902
2017 Q3	$4K	Hold	94	–	–	﹤0.01%	894
2017 Q2	$5K	Hold	94	–	–	﹤0.01%	830
2017 Q1	$5K	Hold	94	–	–	﹤0.01%	844
2016 Q4	$4K	Buy	+94	New	+$4.45K	﹤0.01%	885

Other funds holding LTC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

WhitTier Trust Company's LTC Position: Q2 2026 in Review

WhitTier Trust Company held its LTC Properties (LTC) position steady in Q2 2026 at 500 shares worth $19.6K. The position accounts for ﹤0.01% of the portfolio, ranked #933.

WhitTier Trust Company first reported a position in LTC in Q4 2016 and has held it in 14 quarters since. 289 funds tracked by Wall St. Rank hold LTC as of Q2 2026.

WhitTier Trust Company held 500 shares of LTC Properties worth $19.6K as of Q2 2026.
WhitTier Trust Company left its LTC Properties share count unchanged in Q2 2026.
LTC Properties made up ﹤0.01% of WhitTier Trust Company's portfolio in Q2 2026, its #933 holding.
WhitTier Trust Company first reported a position in LTC Properties in Q4 2016 and has held it in 14 quarters since.
289 funds tracked by Wall St. Rank held LTC Properties as of Q2 2026.

Based on WhitTier Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.