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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
FMII
251
Farmers & Merchants Investments Inc
Nebraska
$1.13K – – –
PFBT
252
Parkside Financial Bank & Trust
Missouri
$1.06K +$1.04K +30 New
PPWM
253
PFG Private Wealth Management
Florida
$1.06K +$1.04K +30 New
PMAM
254
Picton Mahoney Asset Management
Ontario, Canada
$1K – – –
C
255
Covestor
United Kingdom
$1K +$278 +8 +57%
BIA
256
Bell Investment Advisors
California
$568 – – –
LC
257
Lindbrook Capital
California
$496 +$104 +3 +27%
WA
258
WPG Advisers
Maryland
$461 – – –
TWD
259
True Wealth Design
Ohio
$461 +$452 +13 New
DF
260
Dunhill Financial
United Kingdom
$105 – – –
Raymond James Financial
261
Raymond James Financial
Florida
– -$464K -13,425 Closed
Wolverine Trading
262
Wolverine Trading
Illinois
– -$443K -12,863 Closed
EGM
263
Engineers Gate Manager
New York
– -$376K -10,879 Closed
SC
264
Syon Capital
California
– -$314K -9,096 Closed
Verition Fund Management
265
Verition Fund Management
Connecticut
– -$264K -7,637 Closed
VA
266
Vident Advisory
Georgia
– -$256K -7,418 Closed
VI
267
Versor Investments
New York
– -$231K -6,700 Closed
Mercer Global Advisors
268
Mercer Global Advisors
Colorado
– -$220K -6,360 Closed
CAS
269
Coppell Advisory Solutions
Texas
– -$21.7K -630 Closed
QL
270
Quarry LP
New York
– -$6.81K -197 Closed
RCM
271
Raleigh Capital Management
North Carolina
– -$1.17K -34 Closed
AWM
272
Avior Wealth Management
Nebraska
– -$587 -17 Closed
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.