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LTC

LTC Properties

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: 239260 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$284M -$6.65M -191,245 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$248M +$1.38M +39,833 +0.6%
State Street
3
State Street
Massachusetts
$110M -$10.6M -305,893 -9%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$43.2M +$1.82M +52,444 +4%
Charles Schwab
5
Charles Schwab
California
$33.7M +$4.4M +126,598 +15%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$33.5M -$650K -18,694 -2%
Morgan Stanley
7
Morgan Stanley
New York
$24.6M -$2.74M -78,854 -10%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$23.1M +$347K +9,991 +2%
Northern Trust
9
Northern Trust
Illinois
$21.2M -$91.1K -2,619 -0.4%
Mirae Asset Global ETFs Holdings
10
Mirae Asset Global ETFs Holdings
Hong Kong
$20.6M -$2.24M -64,547 -10%
HRES
11
Heitman Real Estate Securities
Illinois
$17.2M -$1.52M -43,583 -8%
ACM
12
Advisors Capital Management
New Jersey
$16.9M +$412K +11,841 +3%
Marshall Wace
13
Marshall Wace
United Kingdom
$16.3M -$3.19M -91,676 -17%
Balyasny Asset Management
14
Balyasny Asset Management
Illinois
$11.5M -$6.08M -174,744 -35%
Legal & General Group
15
Legal & General Group
United Kingdom
$10.6M +$26.3K +756 +0.3%
Invesco
16
Invesco
Georgia
$10.5M +$1.72M +49,394 +20%
Two Sigma Advisers
17
Two Sigma Advisers
New York
$10.2M +$786K +22,600 +9%
JAM
18
Jupiter Asset Management
United Kingdom
$9.36M +$9.18M +263,986 New
Principal Financial Group
19
Principal Financial Group
Iowa
$9.05M +$301K +8,646 +4%
JP Morgan Chase
20
JP Morgan Chase
New York
$8.73M -$3.14M -90,445 -27%
Aberdeen Group
21
Aberdeen Group
United Kingdom
$8.57M +$14K +403 +0.2%
Goldman Sachs
22
Goldman Sachs
New York
$7.47M +$243 +7 +0%
Two Sigma Investments
23
Two Sigma Investments
New York
$7.03M +$1.1M +31,675 +19%
Bank of America
24
Bank of America
North Carolina
$6.81M +$3.41M +98,099 +105%
Public Sector Pension Investment Board (PSP Investments)
25
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$5.09M +$1.07M +30,817 +27%

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.