LTC

LTC Properties
LTC

Overview Fund Activity

239 hedge funds and large institutions have $1.16B invested in LTC Properties in 2024 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 110 increasing their positions, 61 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
239
Holders Change
+1
Holders Change %
+0.42%
% of All Funds
3.18%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
30
Increased
110
Reduced
61
Closed
26
Calls
$3.42M
Puts
$1.29M
Net Calls
+$2.13M
Net Calls Change
+$688K

Top Buyers

1
HRES
Heitman Real Estate Securities
Illinois
$18.3M
2
BlackRock
BlackRock
New York
$284M
3
Marshall Wace
Marshall Wace
United Kingdom
$19.1M
4
Northern Trust
Northern Trust
Illinois
$20.7M
5
State Street
State Street
Massachusetts
$118M

Top Sellers

1
Invesco
Invesco
Georgia
$8.55M
2
Bank of America
Bank of America
North Carolina
$3.24M
3
TAM
Trillium Asset Management
Massachusetts
$0
4
Two Sigma Investments
Two Sigma Investments
New York
$5.76M
5
GA
GraniteShares Advisors
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
201
Northwestern Mutual Wealth Management
Wisconsin
$16.2K +$16.2K +469 New
NFSG
202
Newbridge Financial Services Group
Florida
$16.1K +$16.1K +466 New
SIS
203
Strategic Investment Solutions
Illinois
$15.9K – – –
AGWCA
204
Annis Gardner Whiting Capital Advisors
Florida
$15.3K – – –
FFWM
205
Future Financial Wealth Management
Ohio
$13.8K – – –
EWA
206
EverSource Wealth Advisors
Alabama
$13.2K +$69 +2 +0.5%
VCM
207
Versant Capital Management
Arizona
$10.3K – – –
Bessemer Group
208
Bessemer Group
New Jersey
$9K – – –
Fifth Third Bancorp
209
Fifth Third Bancorp
Ohio
$8.71K +$2.21K +64 +34%
MPWT
210
MassMutual Private Wealth & Trust
Connecticut
$7.46K +$5.94K +172 +391%
HNB
211
Huntington National Bank
Ohio
$7.22K -$1.56K -45 -18%
HIA
212
Harbor Investment Advisory
Maryland
$6.91K – – –
BTI
213
Blue Trust Inc
Georgia
$6.91K +$5.77K +167 +506%
QL
214
Quarry LP
New York
$6.81K +$6.81K +197 New
JFA
215
JNBA Financial Advisors
Minnesota
$6.67K – – –
SIS
216
Sound Income Strategies
Florida
$6.22K – – –
SAM
217
Smartleaf Asset Management
Massachusetts
$5.34K +$2.2K +64 +70%
NA
218
NewEdge Advisors
Louisiana
$4.84K – – –
UB
219
UMB Bank
Missouri
$4.18K +$242 +7 +6%
CIBC Private Wealth Group
220
CIBC Private Wealth Group
Georgia
$3.42K – – –
PA
221
Parallel Advisors
California
$3.21K +$2.18K +63 +210%
RBC
222
Roble Belko & Company
Pennsylvania
$3K +$39 +1 +1%
FFA
223
Farther Finance Advisors
California
$2.38K -$173 -5 -7%
KFI
224
Key Financial Inc
Pennsylvania
$2.32K – – –
SWM
225
Spire Wealth Management
Virginia
$2.25K – – –
7 8
9
10 11