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LTC

LTC Properties
LTC

260 hedge funds and large institutions have $1.18B invested in LTC Properties in 2025 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 109 increasing their positions, 79 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 12

38% more repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 79

9% more funds holding

Funds holding: 239 → 260 (+21)

1% more capital invested

Capital invested by funds: $1.16B → $1.18B (+$15.8M)

1.2% less ownership

Funds ownership: 74.45% → 73.25% (-1.2%)

11% less call options, than puts

Call options by funds: $4.9M | Put options by funds: $5.48M

Holders
260
Holders Change
+21
Holders Change %
+8.79%
% of All Funds
3.49%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
33
Increased
109
Reduced
79
Closed
12
Calls
$4.9M
Puts
$5.48M
Net Calls
-$581K
Net Calls Change
-$2.71M

Top Buyers

Rank Fund Capital Flow
1
JAM
Jupiter Asset Management
United Kingdom
+$9.18M
2
Charles Schwab
Charles Schwab
California
+$4.4M
3
Bank of America
Bank of America
North Carolina
+$3.41M
4
TAM
Tocqueville Asset Management
New York
+$2.88M
5
Jane Street
Jane Street
New York
+$2.69M

Top Sellers

Rank Fund Capital Flow
1
State Street
State Street
Massachusetts
-$10.6M
2
UBS AM
UBS AM
Illinois
-$9.46M
3
Renaissance Technologies
Renaissance Technologies
New York
-$6.89M
4
BlackRock
BlackRock
New York
-$6.65M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$6.08M
Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
226
EverSource Wealth Advisors
Alabama
$7.69K -$5.74K -165 -43%
HNB
227
Huntington National Bank
Ohio
$7.41K – – –
BTI
228
Blue Trust Inc
Georgia
$7.09K – – –
HIA
229
Harbor Investment Advisory
Maryland
$7.09K – – –
JFA
230
JNBA Financial Advisors
Minnesota
$6.84K – – –
NA
231
NewEdge Advisors
Louisiana
$4.96K – – –
Jones Financial Companies
232
Jones Financial Companies
Missouri
$4.9K +$4.83K +139 New
UB
233
UMB Bank
Missouri
$4.29K – – –
CCM
234
Coldstream Capital Management
Washington
$3.87K +$3.79K +109 New
PA
235
Parallel Advisors
California
$3.72K +$417 +12 +13%
S
236
SignatureFD
Georgia
$3.37K +$2.61K +75 +375%
CIBC Private Wealth Group
237
CIBC Private Wealth Group
Georgia
$3.28K – – –
SAM
238
Smartleaf Asset Management
Massachusetts
$3.17K -$2.26K -65 -42%
KIM
239
Kestra Investment Management
Texas
$3.16K -$20.2K -581 -87%
RBC
240
Roble Belko & Company
Pennsylvania
$3K +$70 +2 +3%
CA
241
Crewe Advisors
Utah
$2.94K +$2.89K +83 New
KFI
242
Key Financial Inc
Pennsylvania
$2.38K – – –
BIG
243
Brooklyn Investment Group
New York
$2.34K +$2.29K +66 New
SWM
244
Spire Wealth Management
Virginia
$2.3K – – –
HFS
245
Hantz Financial Services
Michigan
$2K +$2.29K +66 New
BFP
246
Briaud Financial Planning
Texas
$2K +$2.36K +68 New
HWA
247
Heritage Wealth Advisors
Virginia
$1.77K – – –
WA
248
Whipplewood Advisors
Colorado
$1.63K -$452 -13 -28%
RIL
249
Rothschild Investment LLC
Illinois
$1.59K – – –
MPWT
250
MassMutual Private Wealth & Trust
Connecticut
$1.45K -$6.08K -175 -81%
7 8 9
10
11

LTC Hedge Fund Activity: Q1 2025 in Review

260 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in LTC Properties (LTC) for Q1 2025, worth a combined $1.18B — up 1.4% from $1.16B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new LTC positions and 12 closed out — a net gain of 21 holders — while 109 added to existing stakes and 79 trimmed.

The largest buyer was Jupiter Asset Management, opening a new position worth an estimated $9.18M. The largest seller was State Street, cutting an estimated $10.6M.

  • 260 institutional investors held LTC Properties (LTC) as of Q1 2025, up from 239 in Q4 2024.
  • Funds reported $1.18B of LTC Properties stock for Q1 2025, up 1.4% quarter-over-quarter.
  • 33 funds opened new LTC Properties positions in Q1 2025 and 12 closed out, a net change of +21 holders.
  • The largest LTC Properties buyer in Q1 2025 was Jupiter Asset Management, an estimated $9.18M added.
  • The largest LTC Properties seller in Q1 2025 was State Street, an estimated $10.6M sold.

Based on aggregated 13F filings for Q1 2025.