LTC Properties Ownership | Who Owns LTC Properties?
LTC Properties Ownership Summary
LTC Properties is owned by 74.23% institutional investors, 1.95% insiders, and 23.83% retail investors. Blackrock is the largest institutional shareholder, holding 18.22% of LTC shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 6.14% of its assets in LTC Properties shares.
LTC Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | LTC Properties | 74.23% | 1.95% | 23.83% |
| Sector | Real Estate Stocks | 63.71% | 7.99% | 28.30% |
| Industry | Healthcare REIT Stocks | 75.08% | 3.71% | 21.22% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 7.82M | 18.22% | $269.65M |
| Vanguard group | 6.97M | 16.24% | $240.31M |
| State street | 3.12M | 7.28% | $107.75M |
| Geode capital management | 1.12M | 2.60% | $38.53M |
| Bank of new york mellon | 914.34K | 2.13% | $31.54M |
| Charles schwab investment management | 724.09K | 1.69% | $24.98M |
| Strategic financial concepts | 673.37K | 1.57% | $18.97M |
| Morgan stanley | 639.45K | 1.49% | $22.06M |
| Mirae asset global etfs | 636.69K | 1.48% | $21.97M |
| Dimensional fund advisors lp | 613.93K | 1.43% | $21.18M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Graniteshares advisors | 59.36K | 0.68% | $2.05M |
| Bridge city capital | 37.76K | 0.44% | $1.30M |
| Keudell/morrison wealth management | 38.23K | 0.39% | $1.32M |
| Sage capital management | 16.68K | 0.30% | $575.60K |
| Advisors capital management | 439.45K | 0.26% | $15.16M |
| Waterloo capital | 57.00K | 0.24% | $1.97M |
| Benchmark investment advisors | 8.97K | 0.22% | $309.46K |
| Iq eq fund management (ireland) | 47.03K | 0.19% | $1.62M |
| Campbell & co investment adviser | 62.32K | 0.18% | $2.15M |
| Campion asset management | 6.55K | 0.18% | $226.04K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Strategic financial concepts | 673.37K | 0.01% | 654.14K |
| Mirae asset global etfs | 636.69K | 0.05% | 636.69K |
| Norges bank | 308.54K | 0.00% | 308.54K |
| Vanguard group | 6.97M | 0.00% | 270.22K |
| Blackrock | 7.82M | 0.01% | 269.02K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Mirae asset global investments | 1.25K | 0.00% | -292.92K |
| Ubs asset management americas | 80.56K | 0.00% | -218.97K |
| Marshall wace, llp | 101.04K | 0.00% | -187.01K |
| Morgan stanley | 639.45K | 0.00% | -152.65K |
| First trust advisors lp | 109.12K | 0.00% | -96.89K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Mirae asset global etfs | 636.69K | 0.05% | 636.69K | $21.97M |
| Norges bank | 308.54K | 0.00% | 308.54K | $10.64M |
| Corebridge financial | 24.94K | 0.00% | 24.94K | $860.33K |
| Cic wealth | 17.58K | 0.17% | 17.58K | $606.51K |
| Cachetech | 16.37K | 0.13% | 16.37K | $564.80K |
Sold Out
| Holder | Change |
|---|---|
| Creekmur asset management | -2.00 |
| Parkside financial bank & trust | -3.00 |
| Chris bulman | -5.00 |
| Quest partners | -9.00 |
| Abound wealth management | -13.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2024 | 237 | 6.28% | 32,561,103 | 3.34% | 74 | 1.39% | 124 | 0.81% | 71 | 14.52% |
| Jun 30, 2024 | 221 | -4.74% | 31,480,917 | 6.09% | 73 | 1.53% | 122 | 10.91% | 61 | -28.24% |
| Mar 31, 2024 | 232 | 5.94% | 29,675,124 | -0.56% | 69 | 1.35% | 110 | 3.77% | 85 | 13.33% |
| Dec 31, 2023 | 219 | 4.29% | 29,841,825 | 6.35% | 71 | 1.54% | 106 | 23.26% | 75 | -8.54% |
| Sep 30, 2023 | 210 | -3.23% | 28,060,126 | -4.54% | 68 | 1.34% | 86 | -19.63% | 82 | 15.49% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 2.78M | 6.14% | 2.80K |
| Vanguard Real Estate Index Investor | 1.71M | 3.78% | -4.57K |
| Vanguard Total Stock Mkt Idx Inv | 1.45M | 3.21% | 2.24K |
| iShares Russell 2000 ETF | 1.11M | 2.46% | -2.51K |
| Vanguard Small Cap Index | 1.09M | 2.41% | 2.15K |
| SPDR® S&P Global Div Aristocrats ETF | 885.31K | 1.96% | -3.51K |
| Vanguard Small Cap Value Index Inv | 736.94K | 1.63% | -256.00 |
| Vanguard Institutional Extnd Mkt Idx Tr | 651.81K | 1.44% | -31.30K |
| TMA Global Health Care REIT Mother Fund | 489.54K | 1.13% | -14.79K |
| Fidelity Small Cap Index | 454.49K | 1.00% | -12.78K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Nov 07, 2024 | Malin Clint B | CO-PRESIDENT & CIO | Sell | $232.50K |
| Aug 30, 2024 | TRICHE TIMOTHY | - | Sell | $182.25K |
| Aug 02, 2024 | Gruber David L | - | Buy | $143.20K |
| Aug 02, 2024 | Gruber David L | - | Buy | $71.32K |
| Apr 02, 2024 | TRICHE TIMOTHY | - | Sell | $97.61K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q4 | - | 1 |
| 2024 Q3 | 2 | 1 |
| 2024 Q2 | - | 1 |
| 2024 Q1 | - | - |
| 2023 Q4 | 1 | 2 |
LTC Ownership FAQ
Try Tickergate Pro Free
Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)
Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis
Discover trending investment themes
Find your next best investment
Research stocks using tools