Filing Research | LTC - LTC PPTYS INC Institutional Holdings

Snapshot holdings

50 / 51 loaded

#		Instrument	quantity
1	FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.	Shares	203.7KSH	$7.8M
2	EXCHANGE TRADED CONCEPTS, LLC	Shares	58.7KSH	$2.3M
3	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	48.4KSH	$1.9M
4	Keudell/Morrison Wealth Management	Shares	39.4KSH	$1.5M
5	Fideuram Asset Management (Ireland) dac	Shares	39.5KSH	$1.5M
6	Robeco Institutional Asset Management B.V.	Shares	36.9KSH	$1.4M
7	Apollon Wealth Management, LLC	Shares	26.8KSH	$1.0M
8	Louisiana State Employees Retirement System	Shares	22.4KSH	$861.3K
9	Y-Intercept (Hong Kong) Ltd	Shares	19.4KSH	$747.9K
10	Intrua Financial, LLC	Shares	17.2KSH	$660.7K
11	Ballentine Partners, LLC	Shares	15.5KSH	$596.5K
12	Police & Firemen's Retirement System of New Jersey	Shares	14.7KSH	$564.2K
13	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	13.1KSH	$502.5K
14	QRG CAPITAL MANAGEMENT, INC.	Shares	10.7KSH	$410.8K
15	Triumph Capital Management	Shares	10.6KSH	$408.3K
16	Sumitomo Mitsui DS Asset Management Company, Ltd	Shares	10.5KSH	$404.7K
17	IFM Investors Pty Ltd	Shares	8.0KSH	$306.3K
18	Sage Capital Management, LLC	Shares	7.8KSH	$300.7K
19	RFG Advisory, LLC	Shares	6.5KSH	$251.8K
20	Sequoia Financial Advisors, LLC	Shares	6.3KSH	$240.7K
21	Bright Futures Wealth Management, LLC.	Shares	5.3KSH	$202.1K
22	GAMMA Investing LLC	Shares	4.0KSH	$155.3K
23	IFP Advisors, Inc	Shares	3.1KSH	$118.4K
24	Corsicana & Co.	Shares	2.0KSH	$76.9K
25	HHM Wealth Advisors, LLC	Shares	1.2KSH	$48.0K
26	Farther Finance Advisors, LLC	Shares	902SH	$34.7K
27	SIGNATUREFD, LLC	Shares	593SH	$22.8K
28	EVOLUTION WEALTH MANAGEMENT INC.	Shares	500SH	$19.2K
29	HARBOR INVESTMENT ADVISORY, LLC	Shares	400SH	$15.4K
30	Versant Capital Management, Inc	Shares	343SH	$13.2K
31	EverSource Wealth Advisors, LLC	Shares	298SH	$11.5K
32	Crewe Advisors LLC	Shares	297SH	$11.4K
33	JNBA Financial Advisors	Shares	233SH	$9.0K
34	Mirae Asset Global Investments Co., Ltd.	Shares	204SH	$7.8K
35	LANARK FINANCIAL, INC.	Shares	192SH	$7.4K
36	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	Shares	75.4KSH	$2.9K
37	Key FInancial Inc	Shares	67SH	$2.6K
38	SJS Investment Consulting Inc.	Shares	65SH	$2.5K
39	State of Alaska, Department of Revenue	Shares	50.3KSH	$1.9K
40	MassMutual Private Wealth & Trust, FSB	Shares	48SH	$1.8K
41	Pensionfund PDN	Shares	44.5KSH	$1.7K
42	Retirement Wealth Solutions LLC	Shares	33SH	$1.3K
43	Handelsbanken Fonder AB	Shares	29.8KSH	$1.1K
44	Physician Wealth Advisors, Inc.	Shares	25SH	$962
45	FARMERS & MERCHANTS INVESTMENTS INC	Shares	25SH	$961
46	Pensionfund Sabic	Shares	21.5KSH	$827
47	Spire Wealth Management	Shares	15SH	$577
48	AMALGAMATED BANK	Shares	13.7KSH	$527
49	JFS WEALTH ADVISORS, LLC	Shares	12SH	$462
50	GILPIN WEALTH MANAGEMENT, LLC	Shares	5SH	$193

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Manager changes2026-06-30 vs 2026-03-31

50 / 54 loaded

#		Instrument
1	Fideuram Asset Management (Ireland) dac added	Shares	+23.9K	+$880.1K	$1.5M
2	FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. added	Shares	+13.1K	+$748.8K	$7.8M
3	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS added	Shares	+15.3K	+$632.6K	$1.9M
4	Sequoia Financial Advisors, LLC new	Shares	+6.3K	+$240.7K	$240.7K
5	Bright Futures Wealth Management, LLC. new	Shares	+5.3K	+$202.1K	$202.1K
6	Apollon Wealth Management, LLC added	Shares	+2.4K	+$124.0K	$1.0M
7	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+870	+$108.1K	$2.3M
8	Police & Firemen's Retirement System of New Jersey added	Shares	+2.1K	+$96.9K	$564.2K
9	Keudell/Morrison Wealth Management added	Shares	+1.1K	+$92.6K	$1.5M
10	Louisiana State Employees Retirement System added	Shares	+1.3K	+$77.2K	$861.3K
11	QRG CAPITAL MANAGEMENT, INC. added	Shares	+805	+$43.7K	$410.8K
12	Robeco Institutional Asset Management B.V. trimmed	Shares	-235	+$38.9K	$1.4M
13	Triumph Capital Management added	Shares	+567	+$34.8K	$408.3K
14	YOUSIF CAPITAL MANAGEMENT, LLC added	Shares	+385	+$31.2K	$502.5K
15	IFM Investors Pty Ltd added	Shares	+300	+$21.4K	$306.3K
16	Ballentine Partners, LLC trimmed	Shares	-17	+$19.4K	$596.5K
17	Sumitomo Mitsui DS Asset Management Company, Ltd unchanged	Shares	0	+$13.6K	$404.7K
18	IFP Advisors, Inc added	Shares	+245	+$13.1K	$118.4K
19	Intrua Financial, LLC trimmed	Shares	-270	+$12.1K	$660.7K
20	RFG Advisory, LLC unchanged	Shares	0	+$8.4K	$251.8K
21	HARBOR INVESTMENT ADVISORY, LLC added	Shares	+200	+$7.9K	$15.4K
22	SIGNATUREFD, LLC added	Shares	+173	+$7.2K	$22.8K
23	Corsicana & Co. unchanged	Shares	0	+$6.0K	$76.9K
24	SJS Investment Consulting Inc. new	Shares	+65	+$2.5K	$2.5K
25	JNBA Financial Advisors added	Shares	+40	+$1.8K	$9.0K
26	HHM Wealth Advisors, LLC unchanged	Shares	0	+$1.6K	$48.0K
27	EverSource Wealth Advisors, LLC added	Shares	+24	+$1.3K	$11.5K
28	MassMutual Private Wealth & Trust, FSB added	Shares	+28	+$1.1K	$1.8K
29	EVOLUTION WEALTH MANAGEMENT INC. unchanged	Shares	0	+$645	$19.2K
30	Farther Finance Advisors, LLC trimmed	Shares	-8	+$511	$34.7K
31	JFS WEALTH ADVISORS, LLC new	Shares	+12	+$462	$462
32	Crewe Advisors LLC added	Shares	+2	+$457	$11.4K
33	Versant Capital Management, Inc unchanged	Shares	0	+$442	$13.2K
34	NEW YORK STATE TEACHERS RETIREMENT SYSTEM added	Shares	+4.5K	+$265	$2.9K
35	LANARK FINANCIAL, INC. unchanged	Shares	0	+$248	$7.4K
36	Handelsbanken Fonder AB added	Shares	+3.6K	+$172	$1.1K
37	Pensionfund PDN added	Shares	+3.0K	+$169	$1.7K
38	Pensionfund Sabic added	Shares	+2.0K	+$102	$827
39	Key FInancial Inc unchanged	Shares	0	+$86	$2.6K
40	Davis Capital Management new	Shares	+2	+$77	$77
41	FARMERS & MERCHANTS INVESTMENTS INC unchanged	Shares	0	+$32	$961
42	AMALGAMATED BANK added	Shares	+65	+$20	$527
43	GILPIN WEALTH MANAGEMENT, LLC unchanged	Shares	0	+$7	$193
44	Physician Wealth Advisors, Inc. trimmed	Shares	-2	-$42	$962
45	Spire Wealth Management trimmed	Shares	-3	-$92	$577
46	State of Alaska, Department of Revenue trimmed	Shares	-5.9K	-$156	$1.9K
47	Retirement Wealth Solutions LLC trimmed	Shares	-10	-$329	$1.3K
48	GAMMA Investing LLC trimmed	Shares	-395	-$9.5K	$155.3K
49	CoreCap Advisors, LLC exited	Shares	-300	-$11.1K	$0
50	Sound Income Strategies, LLC exited	Shares	-521	-$19.6K	$0

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