LTC Properties Ownership | Who Owns LTC Properties?
LTC Properties Ownership Summary
LTC Properties is owned by 68.36% institutional investors, 1.91% insiders, and 29.73% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 18.72% of LTC shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 6.16% of its assets in LTC Properties shares.
LTC Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | LTC Properties | 68.36% | 1.91% | 29.73% |
| Sector | Real Estate Stocks | 55.70% | 8.24% | 36.06% |
| Industry | Healthcare REIT Stocks | 65.26% | 3.78% | 30.95% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 8.21M | 18.72% | $283.80M |
| Blackrock | 7.82M | 18.22% | $269.65M |
| Vanguard group | 6.96M | 15.87% | $240.50M |
| State street | 3.12M | 7.28% | $107.75M |
| Geode capital management | 1.17M | 2.66% | $40.31M |
| Bank of new york mellon | 962.65K | 2.19% | $33.26M |
| Charles schwab investment management | 822.72K | 1.88% | $28.43M |
| Morgan stanley | 639.45K | 1.49% | $22.06M |
| Mirae asset global etfs | 646.59K | 1.47% | $22.34M |
| Dimensional fund advisors lp | 642.33K | 1.46% | $22.19M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Heitman real estate securities | 529.54K | 1.18% | $18.30M |
| Bridge city capital | 37.76K | 0.44% | $1.30M |
| Keudell/morrison wealth management | 36.37K | 0.33% | $1.26M |
| Sage capital management | 16.90K | 0.30% | $583.96K |
| Advisors capital management | 464.24K | 0.25% | $16.04M |
| Benchmark investment advisors | 8.97K | 0.20% | $309.91K |
| Ausbil investment management | 9.76K | 0.20% | $334.44K |
| Waterloo capital | 52.95K | 0.19% | $1.83M |
| Campion asset management | 6.45K | 0.17% | $222.92K |
| Cic wealth | 17.58K | 0.17% | $606.51K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Heitman real estate securities | 529.54K | 1.18% | 505.11K |
| Blackrock funding, inc. /de | 8.21M | 0.01% | 385.19K |
| Blackrock | 7.82M | 0.01% | 269.02K |
| Marshall wace, llp | 552.31K | 0.02% | 150.02K |
| Norges bank | 144.70K | 0.00% | 144.70K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Mirae asset global investments | 1.25K | 0.00% | -292.92K |
| Invesco | 247.33K | 0.00% | -222.07K |
| Morgan stanley | 639.45K | 0.00% | -152.65K |
| Trillium asset management | - | - | -117.02K |
| Two sigma investments, lp | 166.66K | 0.01% | -79.84K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 144.70K | 0.00% | 144.70K | $5.00M |
| Schroder investment management group | 76.50K | 0.00% | 76.50K | $2.63M |
| Bridgeway capital management | 47.10K | 0.04% | 47.10K | $1.63M |
| Martingale asset management l p | 34.21K | 0.03% | 34.21K | $1.18M |
| New age alpha advisors | 25.97K | 0.04% | 25.97K | $897.30K |
Sold Out
| Holder | Change |
|---|---|
| Mendota financial group | -1.00 |
| Creekmur asset management | -2.00 |
| Parkside financial bank & trust | -3.00 |
| Chris bulman | -5.00 |
| Abound wealth management | -13.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2024 | 221 | -7.53% | 29,987,153 | -7.93% | 68 | 1.24% | 124 | -0.80% | 55 | -22.54% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 2.80M | 6.16% | 1.83K |
| Vanguard Real Estate Index Investor | 1.73M | 3.76% | -3.25K |
| Vanguard US Total Market Shares ETF | 1.45M | 3.20% | - |
| Vanguard Total Stock Mkt Idx Inv | 1.42M | 3.10% | -105.00 |
| iShares Russell 2000 ETF | 1.19M | 2.61% | -10.29K |
| Vanguard Small Cap Index | 1.13M | 2.47% | -22.42K |
| SPDR® S&P Global Div Aristocrats ETF | 846.65K | 1.87% | -31.01K |
| Vanguard Small Cap Value Index Inv | 735.31K | 1.60% | -24.93K |
| Vanguard Institutional Extnd Mkt Idx Tr | 684.19K | 1.49% | -14.25K |
| SPDR S&P Global Div Aristocrats ETF | 614.78K | 1.34% | 8.82K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Dec 11, 2024 | Gruber David L | - | Buy | $111.48K |
| 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 |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q1 | - | - |
| 2024 Q4 | 1 | 1 |
| 2024 Q3 | 2 | 1 |
| 2024 Q2 | - | 1 |
| 2024 Q1 | - | - |
LTC Ownership FAQ
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