WR Wealth Planners’s LTC Properties LTC Stock Holding History

WR Wealth Planners’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
2023 Q2	–	Sell	-3,697	Closed	-$130K	–	943
2023 Q1	$130K	Buy	+3,697	New	+$133K	0.06%	211

Other funds holding LTC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ACM

Advisors Capital Management Ridgewood, New Jersey $8.58B AUM 23.43% 1-Year Est. Return

WR Wealth Planners's LTC Position: Q2 2023 in Review

WR Wealth Planners sold out of LTC Properties (LTC) in Q2 2023, closing a stake of 3,697 shares — an estimated $130K sold.

WR Wealth Planners first reported a position in LTC in Q1 2023 and held it in 1 quarter. The position peaked at $130K in Q1 2023. 214 funds tracked by Wall St. Rank hold LTC as of Q2 2023.

WR Wealth Planners reported no remaining LTC Properties position as of Q2 2023 after selling out during the quarter.
WR Wealth Planners sold 3,697 LTC Properties shares in Q2 2023, an estimated $130K.
WR Wealth Planners first reported a position in LTC Properties in Q1 2023 and held it in 1 quarter.
WR Wealth Planners's LTC Properties position peaked at $130K in Q1 2023.
214 funds tracked by Wall St. Rank held LTC Properties as of Q2 2023.

Based on WR Wealth Planners's 13F filing for Q2 2023, filed 1 Aug 2024.