LTCNYSEReal Estate Investment TrustsFiscal year ends December 31
LTC PROPERTIES INC
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 5, 2026
$42.32−1.36 (-3.11%)
Close on Oct 19, 2026
- Market cap
- $2.21B
- P/E (TTM)
- 15.5
- Dividend yield
- 5.39%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
79.7%
43M of 54M shares
Institutional holders
289
37 new, 29 sold out
Net institutional buying
4M
In Q2 2026
Insider trades, 12 months
11 buys · 1 sales
Net bought $1.32M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| BlackRock, Inc. | 7,821,546 | 17.00% | 13G (passive) amendment | Jun 30, 2025 |
| Vanguard Portfolio Management | 4,769,083 | 10.01% | 13G (passive) | Jan 30, 2026 |
| State Street Corporation | 3,102,085 | 6.80% | 13G (passive) | Mar 31, 2025 |
| Vanguard Capital Management | 2,498,394 | 5.15% | 13G (passive) | Mar 31, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of LTC | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 8,996,488 | 16.69% | $345.91M | +697,508 | 0.01% |
| Vanguard Portfolio Management LLC | 5,177,556 | 9.60% | $199.08M | +290,206 | 0.01% |
| State Street Corp | 3,349,509 | 6.21% | $128.79M | +203,524 | 0.00% |
| Vanguard Capital Management LLC | 2,298,799 | 4.26% | $88.39M | +190,339 | 0.00% |
| Geode Capital Management, LLC | 1,499,480 | 2.78% | $57.66M | +153,023 | 0.00% |
| American Century Companies Inc | 1,433,326 | 2.66% | $55.11M | +104,162 | 0.02% |
| Two Sigma Investments, LP | 1,200,370 | 2.23% | $46.15M | −52,287 | 0.03% |
| Morgan Stanley | 1,123,393 | 2.08% | $43.19M | +108,890 | 0.00% |
| Charles Schwab Investment Management Inc | 1,001,403 | 1.86% | $38.50M | +93,043 | 0.01% |
| Centersquare Investment Management LLC | 920,710 | 1.71% | $35.40M | +914,250 | 0.30% |
| Alyeska Investment Group, L.P. | 894,561 | 1.66% | $34.40M | New | 0.09% |
| Advisors Capital Management, LLC | 810,087 | 1.50% | $31.15M | +26,340 | 0.33% |
| Wellington Management Group Llp | 728,696 | 1.35% | $28.02M | +126,884 | 0.00% |
| Nuveen, LLC | 726,591 | 1.35% | $27.94M | −3,259 | 0.01% |
| Dimensional Fund Advisors LP | 722,687 | 1.34% | $27.79M | +45,717 | 0.01% |
| Northern Trust Corp | 683,642 | 1.27% | $26.29M | +117,152 | 0.00% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 623,096 | 1.16% | $23.96M | +22,247 | 0.03% |
| MetLife Investment Management, LLC | 614,908 | 1.14% | $23.64M | +123,732 | 0.11% |
| Bank of New York Mellon Corp | 520,359 | 0.97% | $20.01M | +13,515 | 0.00% |
| Eversept Partners, LP | 420,640 | 0.78% | $16.17M | +99,594 | 0.84% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 289 | 43M | 79.7% | 37 / 142 | 67 / 29 | 6M | 2M |
| Q1 2026 | 288 | 39M | 71.6% | 47 / 112 | 80 / 27 | 12M | 3M |
| Q4 2025 | 272 | 37M | 68.1% | 38 / 105 | 95 / 38 | 3M | 2M |
| Q3 2025 | 276 | 36M | 67.1% | 43 / 124 | 70 / 25 | 4M | 2M |
| Q2 2025 | 259 | 34M | 63.0% | 35 / 129 | 63 / 33 | 3M | 2M |
| Q1 2025 | 260 | 33M | 61.8% | 34 / 108 | 79 / 12 | 2M | 2M |
| Q4 2024 | 239 | 34M | 62.5% | 29 / 109 | 63 / 26 | 2M | 2M |
| Q3 2024 | 239 | 33M | 61.3% | 39 / 85 | 75 / 18 | 11M | 1M |
| Q2 2024 | 219 | 32M | 58.7% | 24 / 99 | 62 / 34 | 3M | 3M |
| Q1 2024 | 230 | 32M | 58.7% | 34 / 76 | 88 / 18 | 2M | 1M |
| Q4 2023 | 217 | 31M | 56.9% | 24 / 80 | 78 / 17 | 3M | 1M |
| Q3 2023 | 210 | 28M | 52.4% | 24 / 61 | 89 / 24 | 1M | 2M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of LTC | Value | % of fund | As of |
|---|---|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 3,084,155 | 5.72% | $118.59M | 0.11% | Jun 30, 2026 |
| Vanguard Real Estate Index Fund | 1,883,679 | 3.49% | $75.80M | 0.10% | Jul 31, 2026 |
| Vanguard Total Stock Market Index Fund | 1,628,110 | 3.02% | $62.60M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 1,277,061 | 2.37% | $49.10M | 0.06% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 1,172,940 | 2.18% | $45.10M | 0.02% | Jun 30, 2026 |
| Vanguard Small-Cap Value Index Fund | 743,552 | 1.38% | $28.59M | 0.04% | Jun 30, 2026 |
| Small Cap Value Fund | 730,000 | 1.35% | $28.07M | 0.92% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 588,017 | 1.09% | $22.61M | 0.02% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 553,342 | 1.03% | $22.27M | 0.07% | Jul 31, 2026 |
| iShares Russell 2000 Value ETF | 472,740 | 0.88% | $18.18M | 0.13% | Jun 30, 2026 |
| State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF | 470,548 | 0.87% | $18.09M | 0.11% | Jun 30, 2026 |
| Global X SuperDividend U.S. ETF | 387,961 | 0.72% | $15.61M | 1.99% | Jul 31, 2026 |
| Schwab U.S. REIT ETF | 336,630 | 0.62% | $12.59M | 0.13% | May 31, 2026 |
| Vanguard Real Estate Ii Index Fund | 330,702 | 0.61% | $13.31M | 0.12% | Jul 31, 2026 |
| College Retirement Equities Fund - Total Global Stock Account | 330,274 | 0.61% | $12.70M | 0.01% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Wendy Simpson | EXECUTIVE CHAIRMAN, Director | 408,375 | 0.76% | Mar 10, 2026 |
| David M. Boitano | EVP & CIO | 46,160 | 0.09% | Jun 4, 2026 |
| John Gibson Satterwhite | EVP, ASSET MANAGEMENT | 32,334 | 0.06% | Mar 10, 2026 |
| Clint B. Malin | CO-PRESIDENT & CO-CEO | 245,613 | 0.46% | Mar 10, 2026 |
| Pamela Shelley-Kessler | CO-PRESIDENT AND CO-CEO | 254,767 | 0.47% | Mar 10, 2026 |
| Caroline Chikhale | EVP, CFO & TREASURER | 68,755 | 0.13% | Mar 10, 2026 |
| David L. Gruber | Director | 48,070 | 0.09% | Aug 13, 2026 |
| Timothy Triche | Director | 44,404 | 0.08% | Jul 14, 2026 |
| Bradley J. Preber | Director | 9,566 | 0.02% | May 22, 2026 |
| Cornelia Cheng | Director | 21,409 | 0.04% | May 22, 2026 |
| Jeffrey C. Hawken | Director | 6,387 | 0.01% | May 22, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| David L. Gruber Director | Aug 12, 2026 | Buy | +500 | $38.30 | $19.15K | 48,070 |
| David L. Gruber Director | Aug 11, 2026 | Buy | +3,500 | $38.30 | $134.05K | 47,545 |
| Timothy Triche Director | Jul 13, 2026 | Sale | −3,125 | $39.54 | $123.56K | 37,786 |
| David M. Boitano EVP & CIO | Jun 4, 2026 | Buy | +5,000 | $34.85 | $174.25K | 46,160 |
| David M. Boitano EVP & CIO | Jun 4, 2026 | Buy | +5,000 | $34.69 | $173.45K | 41,160 |
| David L. Gruber Director | May 21, 2026 | Buy | +4,000 | $38.41 | $153.64K | 44,045 |
| Bradley J. Preber Director | May 20, 2026 | Award | +3,077 | $39.00 | $120.00K | 9,566 |
| Jeffrey C. Hawken Director | May 20, 2026 | Award | +3,077 | $39.00 | $120.00K | 6,387 |
| Timothy Triche Director | May 20, 2026 | Award | +3,077 | $39.00 | $120.00K | 40,909 |
| David L. Gruber Director | May 20, 2026 | Award | +3,077 | $39.00 | $120.00K | 39,970 |
| Cornelia Cheng Director | May 20, 2026 | Award | +3,077 | $39.00 | $120.00K | 21,409 |
| John Gibson Satterwhite EVP, ASSET MANAGEMENT | Mar 9, 2026 | Tax withholding | −4,162 | $39.68 | $165.15K | 32,334 |
| John Gibson Satterwhite EVP, ASSET MANAGEMENT | Mar 9, 2026 | Award | +7,714 | $39.68 | $306.09K | 36,496 |
| Caroline Chikhale EVP, CFO & TREASURER | Mar 9, 2026 | Tax withholding | −5,550 | $39.68 | $220.22K | 68,747 |
| Caroline Chikhale EVP, CFO & TREASURER | Mar 9, 2026 | Award | +10,286 | $39.68 | $408.15K | 74,297 |
| Wendy Simpson EXECUTIVE CHAIRMAN, Director | Mar 9, 2026 | Tax withholding | −36,536 | $39.68 | $1.45M | 393,543 |
| Wendy Simpson EXECUTIVE CHAIRMAN, Director | Mar 9, 2026 | Award | +67,721 | $39.68 | $2.69M | 430,079 |
| Pamela Shelley-Kessler CO-PRESIDENT AND CO-CEO | Mar 9, 2026 | Award | +33,226 | $39.68 | $1.32M | 253,767 |
| Pamela Shelley-Kessler CO-PRESIDENT AND CO-CEO | Mar 9, 2026 | Tax withholding | −15,726 | $39.68 | $624.01K | 238,041 |
| Clint B. Malin CO-PRESIDENT & CO-CEO | Mar 9, 2026 | Award | +33,226 | $39.68 | $1.32M | 245,613 |
| Clint B. Malin CO-PRESIDENT & CO-CEO | Mar 9, 2026 | Tax withholding | −17,926 | $39.68 | $711.30K | 227,687 |
| David L. Gruber Director | Mar 5, 2026 | Buy | +7,000 | $38.00 | $266.00K | 36,931 |
| John Gibson Satterwhite EVP, ASSET MANAGEMENT | Feb 19, 2026 | Award | +10,663 | $38.92 | $415.00K | 28,782 |
| John Gibson Satterwhite EVP, ASSET MANAGEMENT | Feb 19, 2026 | Tax withholding | −1,547 | $38.92 | $60.21K | 18,119 |
| David M. Boitano EVP & CIO | Feb 19, 2026 | Award | +10,534 | $38.92 | $409.98K | 36,160 |
| Clint B. Malin CO-PRESIDENT & CO-CEO | Feb 19, 2026 | Award | +33,466 | $38.92 | $1.30M | 212,387 |
| Clint B. Malin CO-PRESIDENT & CO-CEO | Feb 19, 2026 | Tax withholding | −5,801 | $38.92 | $225.77K | 178,921 |
| Caroline Chikhale EVP, CFO & TREASURER | Feb 19, 2026 | Tax withholding | −2,062 | $38.92 | $80.25K | 50,393 |
| Caroline Chikhale EVP, CFO & TREASURER | Feb 19, 2026 | Award | +13,618 | $38.92 | $530.01K | 64,011 |
| Pamela Shelley-Kessler CO-PRESIDENT AND CO-CEO | Feb 19, 2026 | Tax withholding | −5,089 | $38.92 | $198.06K | 187,075 |
| Pamela Shelley-Kessler CO-PRESIDENT AND CO-CEO | Feb 19, 2026 | Award | +33,466 | $38.92 | $1.30M | 220,541 |
| John Gibson Satterwhite EVP, ASSET MANAGEMENT | Feb 13, 2026 | Tax withholding | −1,533 | $39.39 | $60.38K | 19,666 |
| Caroline Chikhale EVP, CFO & TREASURER | Feb 13, 2026 | Tax withholding | −2,010 | $39.39 | $79.17K | 52,455 |
| Wendy Simpson EXECUTIVE CHAIRMAN, Director | Feb 13, 2026 | Tax withholding | −8,635 | $39.39 | $340.13K | 362,358 |
| Pamela Shelley-Kessler CO-PRESIDENT AND CO-CEO | Feb 13, 2026 | Tax withholding | −3,852 | $39.39 | $151.73K | 192,164 |
| Clint B. Malin CO-PRESIDENT & CO-CEO | Feb 13, 2026 | Tax withholding | −4,391 | $39.39 | $172.96K | 184,722 |
| John Gibson Satterwhite EVP, ASSET MANAGEMENT | Feb 9, 2026 | Tax withholding | −1,276 | $37.28 | $47.57K | 21,199 |
| Wendy Simpson EXECUTIVE CHAIRMAN, Director | Feb 9, 2026 | Tax withholding | −7,326 | $37.28 | $273.11K | 370,993 |
| Pamela Shelley-Kessler CO-PRESIDENT AND CO-CEO | Feb 9, 2026 | Tax withholding | −3,246 | $37.28 | $121.01K | 196,015 |
| Caroline Chikhale EVP, CFO & TREASURER | Feb 9, 2026 | Tax withholding | −1,702 | $37.28 | $63.45K | 54,465 |
| Clint B. Malin CO-PRESIDENT, CO-CEO & CIO | Feb 9, 2026 | Tax withholding | −3,676 | $37.28 | $137.04K | 189,113 |
| David M. Boitano EVP & CIO | Dec 31, 2025 | Buy | +5,000 | $34.30 | $171.50K | 20,626 |
| David M. Boitano EVP & CIO | Dec 31, 2025 | Buy | +5,000 | $34.58 | $172.90K | 25,626 |
| David L. Gruber Director | Nov 7, 2025 | Buy | +1,000 | $35.94 | $35.94K | 29,834 |
| David L. Gruber Director | Nov 6, 2025 | Buy | +2,000 | $35.35 | $70.70K | 26,738 |
| David L. Gruber Director | Nov 6, 2025 | Buy | +2,000 | $35.46 | $70.92K | 28,738 |
| David M. Boitano EVP & CIO | Jun 27, 2025 | Buy | +3,000 | $34.62 | $103.86K | 12,626 |
| David M. Boitano EVP & CIO | Jun 27, 2025 | Buy | +3,000 | $34.80 | $104.40K | 15,626 |
| David M. Boitano EVP & CIO | Jun 26, 2025 | Buy | +4,000 | $34.50 | $138.00K | 9,626 |
| Jeffrey C. Hawken Director | May 28, 2025 | Award | +3,125 | $35.20 | $110.00K | 3,125 |
| David L. Gruber Director | May 28, 2025 | Award | +3,125 | $35.20 | $110.00K | 24,738 |
| Bradley J. Preber Director | May 28, 2025 | Award | +3,125 | $35.20 | $110.00K | 6,304 |
| Cornelia Cheng Director | May 28, 2025 | Award | +3,125 | $35.20 | $110.00K | 17,196 |
| Timothy Triche Director | May 28, 2025 | Award | +3,125 | $35.20 | $110.00K | 37,647 |
| David M. Boitano EVP & CIO | Apr 21, 2025 | Award | +5,626 | $35.55 | $200.00K | 5,626 |
| John Gibson Satterwhite EVP, ASSET MANAGEMENT | Mar 6, 2025 | Tax withholding | −3,801 | $34.89 | $132.62K | 22,475 |
| John Gibson Satterwhite EVP, ASSET MANAGEMENT | Mar 6, 2025 | Award | +7,057 | $34.89 | $246.22K | 26,276 |
| Caroline Chikhale EVP, CFO & TREASURER | Mar 6, 2025 | Tax withholding | −5,068 | $34.89 | $176.82K | 56,167 |
| Caroline Chikhale EVP, CFO & TREASURER | Mar 6, 2025 | Award | +9,410 | $34.89 | $328.31K | 61,235 |
| Pamela Shelley-Kessler CO-PRESIDENT AND CO-CEO | Mar 6, 2025 | Award | +28,700 | $34.89 | $1.00M | 212,845 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| J. Triche Timothy Director | Jul 13, 2026 | 3,125 | $123.56K | Jul 13, 2026 | Private Acquisition from Issuer/Affiliate |
| Living Trust Hendrickson Former Director | Jun 24, 2025 | 13,200 | $465.78K | Jun 24, 2025 | Restricted stock vesting under a registered plan |
| Clint B. Malin Officer | Nov 7, 2024 | 6,000 | $232.27K | Nov 7, 2024 | Grant |
| Family Trust Triche Director | Aug 30, 2024 | 5,000 | $182.27K | Aug 30, 2024 | Private Acquisition from Issuer/Affiliate |
| James Pieczynski Director | Aug 6, 2024 | 33,643 | $1.22M | Aug 6, 2024 | Open Market |
| Family Trust Triche Director | Apr 2, 2024 | 3,082 | $97.62K | Apr 2, 2024 | Private Acquisition from Issuer/Affiliate |
| Living Trust Hendrickson Board Member | Dec 22, 2023 | 7,500 | $245.10K | Dec 22, 2023 | Shares Purchased through Employee Stock Purchase Plan |
| Pamela Shelley-Kessler Officer | Nov 13, 2023 | 15,500 | $492.90K | Nov 13, 2023 | Restricted Stock Award |
| Family Trust Triche Director | Jun 28, 2023 | 6,000 | $198.16K | Jun 28, 2023 | Private Acquisition from Issuer/Affiliate |