LTC Properties Inc (LTC) shareholders
Close on Nov 13, 2026Market cap $2.33BP/E 15.9Yield 5.27%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
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)
252 funds held LTC in Q2 2026, 75% of their shares through ETFs. Each fund counts once per quarter, from its quarter-end report.
| 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.
Short interest
Shares sold short and not yet bought back, as of Oct 30, 2026 (FINRA, reported twice a month)
Shares sold short, last 12 months
Short sale volume counts trades marked short on any given day, including market-maker hedging, so it runs far higher than the share of LTC Properties's stock actually held short. Settlement fails (shares not delivered on time) peaked at 3,153 shares on Sep 25, 2026 over the last 90 days.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Timothy Triche Director | Jul 13, 2026 | 3,125 | $123.56K | Jul 13, 2026 | Private Acquisition from Issuer/Affiliate |
| Hendrickson Living Trust 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 |
| Triche Family Trust 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 |
| Triche Family Trust Director | Apr 2, 2024 | 3,082 | $97.62K | Apr 2, 2024 | Private Acquisition from Issuer/Affiliate |
| Hendrickson Living Trust 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 |
| Triche Family Trust Director | Jun 28, 2023 | 6,000 | $198.16K | Jun 28, 2023 | Private Acquisition from Issuer/Affiliate |
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