LTC Properties Inc (LTC) Ownership

37.78 ↑0.48 (1.29%)

As of January 27, 2023, 12:45pm EST.

Institutions
Mutual Funds

Institutional Ownership

BlackRock Inc is the biggest individual institutional holder of LTC Properties Inc (LTC), owning a total of 7.3 million shares. Combined, the top 22 institutional holders of LTC own 63.05% of the company with a total of 25.5 million shares.

In the latest ownership report on September 30th 2022, the top 22 institutional holders increased their combined ownership of LTC by 277 thousand shares. 12 institutions bought 604,020 total additional shares and increased their ownership by an average of 3.65%. However 8 institutions sold 327,316 total shares and decreased their ownership by an average of 9.27%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of LTC Properties increased by a net total of 276,704 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
BlackRock Inc	18.071%	0.467%	7,319,683	34,047	2022-09-30
Vanguard Group Inc	16.174%	1.942%	6,551,223	124,823	2022-09-30
State Street Corporation	9.239%	0.014%	3,742,407	506	2022-09-30
Wellington Management Company LLP	2.496%	2.105%	1,011,056	20,845	2022-09-30
Bank of New York Mellon Corp	2.073%	-11.792%	839,605	-112,240	2022-09-30
Geode Capital Management, LLC	1.963%	1.294%	795,010	10,153	2022-09-30
Northern Trust Corp	1.615%	4.454%	653,993	27,884	2022-09-30
Charles Schwab Investment Management Inc	1.445%	2.574%	585,125	14,685	2022-09-30
Dimensional Fund Advisors, Inc.	1.369%	-2.174%	554,633	-12,324	2022-09-30
Amvescap Plc.	1.232%	-15.819%	498,860	-93,746	2022-09-30
Morgan Stanley - Brokerage Accounts	1.192%	22.990%	482,667	90,222	2022-09-30
Advisors Capital Management, LLC	1.002%	-5.229%	405,982	-22,402	2022-09-30
Legal & General Group PLC	0.801%	-1.722%	324,341	-5,684	2022-09-30
Robeco Institutional Asset Management BV	0.656%	0.000%	265,855	265,855	2022-09-30
Principal Financial Group Inc	0.645%	-5.050%	261,100	-13,887	2022-09-30
JPMorgan Chase & Co	0.515%	1.384%	208,668	2,849	2022-09-30
UBS Asset Mgmt Americas Inc	0.485%	5.575%	196,577	10,380	2022-09-30
Tekla Capital Management LLC	0.450%	0.000%	182,293	0	2022-09-30
Citadel Advisors Llc	0.450%	-6.969%	182,129	-13,644	2022-09-30
Ameriprise Financial Inc	0.444%	0.996%	179,640	1,771	2022-09-30
Goldman Sachs Group Inc	0.387%	-25.410%	156,719	-53,389	2022-09-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
BlackRock Inc	18.071%	0.467%	7,319,683	34,047	2022-09-30
Vanguard Group Inc	16.174%	1.942%	6,551,223	124,823	2022-09-30
State Street Corporation	9.239%	0.014%	3,742,407	506	2022-09-30
Wellington Management Company LLP	2.496%	2.105%	1,011,056	20,845	2022-09-30
Bank of New York Mellon Corp	2.073%	-11.792%	839,605	-112,240	2022-09-30
Geode Capital Management, LLC	1.963%	1.294%	795,010	10,153	2022-09-30
Northern Trust Corp	1.615%	4.454%	653,993	27,884	2022-09-30
Charles Schwab Investment Management Inc	1.445%	2.574%	585,125	14,685	2022-09-30
Dimensional Fund Advisors, Inc.	1.369%	-2.174%	554,633	-12,324	2022-09-30
Amvescap Plc.	1.232%	-15.819%	498,860	-93,746	2022-09-30
Morgan Stanley - Brokerage Accounts	1.192%	22.990%	482,667	90,222	2022-09-30
Advisors Capital Management, LLC	1.002%	-5.229%	405,982	-22,402	2022-09-30
Legal & General Group PLC	0.801%	-1.722%	324,341	-5,684	2022-09-30
Robeco Institutional Asset Management BV	0.656%	0.000%	265,855	265,855	2022-09-30
Principal Financial Group Inc	0.645%	-5.050%	261,100	-13,887	2022-09-30
JPMorgan Chase & Co	0.515%	1.384%	208,668	2,849	2022-09-30
UBS Asset Mgmt Americas Inc	0.485%	5.575%	196,577	10,380	2022-09-30
Tekla Capital Management LLC	0.450%	0.000%	182,293	0	2022-09-30
Citadel Advisors Llc	0.450%	-6.969%	182,129	-13,644	2022-09-30
Ameriprise Financial Inc	0.444%	0.996%	179,640	1,771	2022-09-30
Goldman Sachs Group Inc	0.387%	-25.410%	156,719	-53,389	2022-09-30
Nuveen Asset Management, LLC	0.347%	-3.496%	140,564	-5,092	2022-06-30

Mutual Fund Ownership

iShares Core S&P Small-Cap ETF is the biggest individual fund holder of LTC Properties Inc (LTC), owning a total of 3 million shares. Combined, the top 22 mutual fund holders of LTC own 37.44% of the company with a total of 15.2 million shares.

In the latest ownership report on December 31st 2022, the top 22 fund holders increased their combined ownership of LTC by 7 thousand shares. 1 funds bought 6,893 total additional shares and increased their ownership by an average of 0.79%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding LTC Properties increased by a net total of 6,893 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
SPDR® S&P Global Div Aristocrats ETF	2.158%	0.795%	874,233	6,893	2022-12-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Core S&P Small-Cap ETF	7.411%	0.009%	3,001,923	271	2022-12-30
Vanguard Real Estate Index Investor	4.514%	2.198%	1,828,331	39,322	2022-11-30
Vanguard Total Stock Mkt Idx Inv	3.007%	0.146%	1,217,830	1,769	2022-11-30
Vanguard Instl Ttl Stck Mkt Idx Tr	2.954%	2.057%	1,196,672	24,115	2022-09-30
Vanguard Small Cap Index	2.580%	0.008%	1,045,137	86	2022-11-30
iShares Russell 2000 ETF	2.247%	-0.828%	910,108	-7,600	2022-12-30
SPDR® S&P Global Div Aristocrats ETF	2.158%	0.795%	874,233	6,893	2022-12-31
Vanguard Small Cap Value Index Inv	1.794%	1.232%	726,602	8,839	2022-11-30
Vanguard Extended Market Index Investor	1.354%	0.327%	548,340	1,789	2022-11-30
TMA Global Health Care REIT Mother Fund	1.051%	-1.218%	425,622	-5,248	2022-04-18
iShares Russell 2000 Value ETF	1.031%	0.000%	417,766	0	2022-12-30
Vanguard Tax-Managed Small Cap Adm	0.991%	0.000%	401,412	0	2022-11-30
SPDR® S&P 600 Small Cap Value ETF	0.819%	0.000%	331,611	0	2022-11-30
Fidelity® Small Cap Index	0.790%	3.389%	320,150	10,494	2022-10-31
iShares S&P Small-Cap 600 Growth ETF	0.740%	0.000%	299,613	0	2022-12-30
DFA Real Estate Securities I	0.690%	0.000%	279,307	0	2022-11-30
Vanguard Real Estate II Index	0.628%	4.850%	254,447	11,769	2022-11-30
iShares S&P Small-Cap 600 Value ETF	0.571%	0.000%	231,173	0	2022-12-30
JNL/WMC Global Real Estate I	0.555%	12.689%	224,905	25,324	2022-09-30
State St Russell Sm/Mid Cp® Indx NL Cl C	0.546%	3.947%	221,245	8,400	2022-11-30
SPDR® Portfolio S&P 600 Sm Cap ETF	0.515%	0.290%	208,431	602	2022-12-30
Fidelity® Extended Market Index	0.496%	0.000%	200,697	0	2022-11-30