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LTC

LTC Properties
LTC

239 hedge funds and large institutions have $1.16B invested in LTC Properties in 2024 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 110 increasing their positions, 62 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

166% more call options, than puts

Call options by funds: $3.42M | Put options by funds: $1.29M

77% more repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 62

12% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 26

0% more funds holding

Funds holding: 239 → 239 (0)

0.94% less ownership

Funds ownership: 75.39% → 74.45% (-0.94%)

3% less capital invested

Capital invested by funds: $1.2B → $1.16B (-$38.7M)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
239
Holders Change
–
Holders Change %
0%
% of All Funds
3.15%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
29
Increased
110
Reduced
62
Closed
26
Calls
$3.42M
Puts
$1.29M
Net Calls
+$2.13M
Net Calls Change
+$688K

Top Buyers

Rank Fund Capital Flow
1
HRES
Heitman Real Estate Securities
Illinois
+$18.7M
2
BlackRock
BlackRock
New York
+$14.2M
3
Marshall Wace
Marshall Wace
United Kingdom
+$5.54M
4
Northern Trust
Northern Trust
Illinois
+$3.82M
5
State Street
State Street
Massachusetts
+$3.8M

Top Sellers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
-$8.21M
2
Bank of America
Bank of America
North Carolina
-$5M
3
TAM
Trillium Asset Management
Massachusetts
-$4.29M
4
Two Sigma Investments
Two Sigma Investments
New York
-$2.95M
5
EP
Edgestream Partners
New Jersey
-$2.51M
Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
151
Stratos Wealth Partners
Ohio
$308K -$46.8K -1,266 -12%
SA
152
Sanctuary Advisors
Indiana
$307K +$74.7K +2,022 +29%
TI
153
Tidal Investments
Wisconsin
$294K +$314K +8,500 New
VanEck Associates
154
VanEck Associates
New York
$293K +$40.5K +1,097 +15%
SO
155
STRS Ohio
Ohio
$290K +$14.8K +400 +5%
SBIA
156
Sheaff Brock Investment Advisors
Indiana
$282K +$36.9K +1,000 +14%
Stifel Financial
157
Stifel Financial
Missouri
$268K +$1.59K +43 +0.6%
Creative Planning
158
Creative Planning
Kansas
$264K -$3.69K -100 -1%
Verition Fund Management
159
Verition Fund Management
Connecticut
$264K +$282K +7,637 New
VA
160
Vident Advisory
Georgia
$256K -$221K -5,978 -45%
QCM
161
QRG Capital Management
Illinois
$255K -$27.9K -754 -9%
Los Angeles Capital Management
162
Los Angeles Capital Management
California
$250K +$267K +7,237 New
Russell Investments Group
163
Russell Investments Group
United Kingdom
$247K -$1.22K -33 -0.5%
MOACM
164
Mutual of America Capital Management
New York
$237K +$11.6K +314 +5%
VI
165
Versor Investments
New York
$231K – – –
NAM
166
Nissay Asset Management
Japan
$227K +$9.2K +249 +4%
CAM
167
Campion Asset Management
Virginia
$223K -$3.33K -90 -1%
Mercer Global Advisors
168
Mercer Global Advisors
Colorado
$220K +$9.64K +261 +4%
EP
169
Edgestream Partners
New Jersey
$215K -$2.51M -67,855 -92%
US Bancorp
170
US Bancorp
Minnesota
$199K -$1.55K -42 -0.7%
MCM
171
MAI Capital Management
Ohio
$175K +$188K +5,077 New
Public Employees Retirement Association of Colorado
172
Public Employees Retirement Association of Colorado
Colorado
$163K – – –
AIP
173
Ameritas Investment Partners
Nebraska
$162K +$12.1K +327 +8%
Lazard Asset Management
174
Lazard Asset Management
New York
$140K +$49.5K +1,341 +49%
Fidelity Investments
175
Fidelity Investments
Massachusetts
$136K +$38K +1,029 +35%
5 6
7
8 9

LTC Hedge Fund Activity: Q4 2024 in Review

239 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in LTC Properties (LTC) for Q4 2024, worth a combined $1.16B — down 3.2% from $1.2B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new LTC positions and 26 closed out — a net gain of 3 holders — while 110 added to existing stakes and 62 trimmed.

The largest buyer was Heitman Real Estate Securities, adding an estimated $18.7M. The largest seller was Invesco, cutting an estimated $8.21M.

  • 239 institutional investors held LTC Properties (LTC) as of Q4 2024, unchanged from Q3 2024.
  • Funds reported $1.16B of LTC Properties stock for Q4 2024, down 3.2% quarter-over-quarter.
  • 29 funds opened new LTC Properties positions in Q4 2024 and 26 closed out, a net change of +3 holders.
  • The largest LTC Properties buyer in Q4 2024 was Heitman Real Estate Securities, an estimated $18.7M added.
  • The largest LTC Properties seller in Q4 2024 was Invesco, an estimated $8.21M sold.

Based on aggregated 13F filings for Q4 2024.