| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 2.3M | $88.4M | +9.0% | 4.491% | 0.00% |
| 5 | GEODE CAPITAL MANAGEMENT, LLC | 1.5M | $57.7M | +11.4% | 2.930% | 0.00% |
| 6 | AMERICAN CENTURY COMPANIES INC | 1.4M | $55.1M | +7.8% | 2.800% | 0.02% |
| 7 | TWO SIGMA INVESTMENTS, LP | 1.2M | $46.2M | -4.2% | 2.345% | 0.03% |
| 8 | MORGAN STANLEY | 1.1M | $43.2M | +10.7% | 2.195% | 0.00% |
| 9 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.0M | $38.5M | +10.2% | 1.957% | 0.01% |
| 10 | CENTERSQUARE INVESTMENT MANAGEMENT LLC | 921K | $35.4M | +14152.5% | 1.799% | 0.30% |
| 11 | Alyeska Investment Group, L.P. | 895K | $34.4M | — | 1.748% | 0.09% |
| 12 | Advisors Capital Management, LLC | 810K | $31.1M | +3.4% | 1.583% | 0.33% |
| 13 | WELLINGTON MANAGEMENT GROUP LLP | 729K | $28.0M | +21.1% | 1.424% | 0.00% |
| 14 | Nuveen, LLC | 727K | $27.9M | -0.4% | 1.420% | 0.01% |
| 15 | DIMENSIONAL FUND ADVISORS LP | 723K | $27.8M | +6.8% | 1.412% | 0.01% |
| 16 | NORTHERN TRUST CORP | 684K | $26.3M | +20.7% | 1.336% | 0.00% |
| 17 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 623K | $24.0M | +3.7% | 1.217% | 0.03% |
| 18 | MetLife Investment Management, LLC | 615K | $23.6M | +25.2% | 1.201% | 0.11% |
| 19 | Bank of New York Mellon Corp | 520K | $20.0M | +2.7% | 1.017% | 0.00% |
| 20 | Eversept Partners, LP | 421K | $16.2M | +31.0% | 0.822% | 0.84% |
| 21 | MARSHALL WACE, LLP | 353K | $13.6M | +174.7% | 0.690% | 0.01% |
| 22 | GOLDMAN SACHS GROUP INC | 351K | $13.5M | +60.7% | 0.685% | 0.00% |
| 23 | VANGUARD FIDUCIARY TRUST CO | 340K | $13.1M | +10.7% | 0.665% | 0.00% |
| 24 | Legal & General Group Plc | 294K | $11.3M | -1.9% | 0.574% | 0.00% |
| 25 | Edgestream Partners, L.P. | 291K | $11.2M | +50.8% | 0.568% | 0.33% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in LTC — a direct measure of their conviction.
| 76.17% |
| 3.15 pp |
| $1.15B |
| +0.6% |
| Q4 2024 | 237 | +0.4% | 79.32% | +3.50 pp | $1.14B | 0.6% |
| Q3 2024 | 236 | — | 75.82% | — | $1.15B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
LTC institutional ownership rose by 2.53 percentage points quarter-over-quarter, with a net change of +0 holders.
The top 10 institutions account for 63.5% of all reported 13F value in LTC, and the top 25 account for 83.1%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
LTC Properties, Inc. (LTC) Institutional Ownership