LTC — LTC PPTYS INC
Reported value held$984.47M
Funds holding (latest)41
SectorReal Estate
Funds holding (Q2 2026)35
Institutional value$727.08M · 18.97M sh
New / Add / Cut / Exit3 / 22 / 6 / 2
Top-5 / Top-10 concentration73.1% / 87.0%
Institutional holdings change
Accumulating +9.9%
(+1.70M sh)
Institutional value change
Up +13.7%
As of Q2 2026, 35 SEC-registered investment managers reported holding LTC (LTC PPTYS INC) in their latest 13F filings, with a combined reported value of $727.08M across 18.97M shares. That is +9.9% by share count (+1.70M shares) versus the previous quarter, while reported value moved +13.7%. Ownership is concentrated: the five largest holders account for 73.1% of reported value and the top ten for 87.0%.
Compared with the prior quarter, 3 opened new positions, 22 added to existing stakes, 6 trimmed, 2 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
LTC is classified in the Real Estate sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 35 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 9.00M | $345.91M | 0.01% | Add |
| Geode Capital Management history | 1.50M | $57.66M | 0.00% | Add |
| Two Sigma Investments history | 1.20M | $46.15M | 0.04% | Reduce |
| Morgan Stanley history | 1.12M | $43.19M | 0.00% | Add |
| Charles Schwab Investment Management history | 1.00M | $38.50M | 0.01% | Add |
| Wellington Management Group history | 728.70K | $28.02M | 0.01% | Add |
| Northern Trust Corp history | 683.64K | $26.29M | 0.00% | Add |
| BNY Mellon history | 520.36K | $20.01M | 0.00% | Add |
| Marshall Wace history | 353.05K | $13.57M | 0.01% | Add |
| Goldman Sachs Group history | 350.75K | $13.49M | 0.00% | Add |
| Legal & General Investment Management America history | 293.88K | $11.30M | 0.00% | Reduce |
| Principal Global Investors history | 247.32K | $9.51M | 0.01% | Add |
| JPMorgan Chase & Co history | 239.87K | $9.32M | 0.00% | New |
| Invesco Ltd history | 226.09K | $8.69M | 0.00% | Hold |
| UBS Group AG history | 186.96K | $7.19M | 0.00% | Reduce |
| PSP Investments history | 175.79K | $6.76M | 0.02% | Add |
| Bank of America Corp history | 171.17K | $6.58M | 0.00% | Hold |
| Millennium Management history | 161.53K | $6.21M | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 141.94K | $5.46M | 0.00% | Add |
| Citadel Advisors history | 121.83K | $4.68M | 0.00% | Reduce |
| AQR Capital Management history | 78.07K | $3.00M | 0.00% | Hold |
| Deutsche Bank AG history | 75.12K | $2.89M | 0.00% | Add |
| Wells Fargo & Co history | 57.03K | $2.19M | 0.00% | Add |
| Prudential Financial history | 52.51K | $2.02M | 0.00% | Add |
| Citigroup Inc history | 44.16K | $1.70M | 0.00% | Add |
| Franklin Resources history | 42.38K | $1.63M | 0.00% | Add |
| Amundi US history | 31.74K | $1.22M | 0.00% | Add |
| Manulife Financial history | 23.90K | $918.92K | 0.00% | Add |
| Arrowstreet Capital history | 22.74K | $874.43K | 0.00% | New |
| CPP Investments history | 16.60K | $638.27K | 0.00% | Hold |
| Balyasny Asset Management history | 16.39K | $630.12K | 0.00% | Reduce |
| D. E. Shaw & Co history | 12.75K | $490.08K | 0.00% | New |
| PNC Financial Services history | 5.91K | $227.16K | 0.00% | Add |
| Fidelity International (FIL) history | 3.66K | $140.57K | 0.00% | Add |
| T. Rowe Price Associates history | 65.72K | $2.53K | 0.00% | Add |
Q1 2026 — 34 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 8.30M | $308.39M | 0.01% | Add |
| Geode Capital Management history | 1.35M | $50.04M | 0.00% | Add |
| Two Sigma Investments history | 1.25M | $46.55M | 0.04% | Add |
| Morgan Stanley history | 1.01M | $37.70M | 0.00% | Add |
| Charles Schwab Investment Management history | 908.36K | $33.75M | 0.01% | Reduce |
| Wellington Management Group history | 601.81K | $22.36M | 0.00% | New |
| Northern Trust Corp history | 566.49K | $21.05M | 0.00% | Add |
| BNY Mellon history | 506.84K | $18.83M | 0.00% | Reduce |
| Legal & General Investment Management America history | 299.47K | $11.13M | 0.00% | Reduce |
| UBS Group AG history | 236.38K | $8.78M | 0.00% | Reduce |
| Principal Global Investors history | 231.39K | $8.60M | 0.01% | Reduce |
| Invesco Ltd history | 227.10K | $8.44M | 0.00% | Add |
| Goldman Sachs Group history | 218.25K | $8.11M | 0.00% | Reduce |
| Citadel Advisors history | 192.03K | $7.14M | 0.00% | Reduce |
| Bank of America Corp history | 170.81K | $6.35M | 0.00% | Add |
| PSP Investments history | 170.37K | $6.33M | 0.02% | Add |
| Point72 Asset Management history | 169.25K | $6.29M | 0.01% | Add |
| Millennium Management history | 168.28K | $6.25M | 0.00% | Reduce |
| Marshall Wace history | 128.54K | $4.78M | 0.01% | Reduce |
| AQR Capital Management history | 78.31K | $2.91M | 0.00% | Reduce |
| Deutsche Bank AG history | 69.32K | $2.58M | 0.00% | Add |
| Balyasny Asset Management history | 69.22K | $2.57M | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 53.53K | $1.99M | 0.00% | Add |
| Prudential Financial history | 49.03K | $1.82M | 0.00% | Add |
| Franklin Resources history | 36.66K | $1.36M | 0.00% | Reduce |
| Wells Fargo & Co history | 30.80K | $1.14M | 0.00% | Reduce |
| Amundi US history | 29.70K | $1.10M | 0.00% | Add |
| Janus Henderson Group history | 23.91K | $889.26K | 0.00% | Reduce |
| Manulife Financial history | 21.41K | $795.71K | 0.00% | Add |
| Citigroup Inc history | 21.04K | $782.00K | 0.00% | Add |
| CPP Investments history | 16.60K | $616.86K | 0.00% | Hold |
| PNC Financial Services history | 4.00K | $148.57K | 0.00% | Add |
| Fidelity International (FIL) history | 2.94K | $109.10K | 0.00% | Reduce |
| T. Rowe Price Associates history | 53.56K | $1.99K | 0.00% | Add |
Q4 2025 — 36 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 8.11M | $278.90M | 0.01% | Add |
| Vanguard Group history | 7.24M | $248.84M | 0.00% | Add |
| Geode Capital Management history | 1.27M | $43.57M | 0.00% | Add |
| Charles Schwab Investment Management history | 914.29K | $31.43M | 0.01% | Reduce |
| Morgan Stanley history | 842.51K | $28.97M | 0.00% | Reduce |
| BNY Mellon history | 557.60K | $19.17M | 0.00% | Reduce |
| Northern Trust Corp history | 537.00K | $18.46M | 0.00% | Reduce |
| Millennium Management history | 454.37K | $15.62M | 0.01% | Add |
| Two Sigma Investments history | 439.22K | $15.10M | 0.02% | Reduce |
| JPMorgan Chase & Co history | 354.23K | $12.18M | 0.00% | Add |
| Goldman Sachs Group history | 323.80K | $11.13M | 0.00% | Add |
| Legal & General Investment Management America history | 317.71K | $10.92M | 0.00% | Add |
| Principal Global Investors history | 287.61K | $9.89M | 0.01% | Add |
| Marshall Wace history | 240.12K | $8.26M | 0.01% | Reduce |
| UBS Group AG history | 238.23K | $8.19M | 0.00% | Add |
| Citadel Advisors history | 230.61K | $7.93M | 0.00% | Add |
| Invesco Ltd history | 217.95K | $7.49M | 0.00% | Hold |
| PSP Investments history | 164.78K | $5.67M | 0.02% | Reduce |
| Point72 Asset Management history | 147.64K | $5.08M | 0.01% | Add |
| Bank of America Corp history | 124.65K | $4.29M | 0.00% | Reduce |
| AQR Capital Management history | 85.42K | $2.94M | 0.00% | Reduce |
| Deutsche Bank AG history | 64.78K | $2.23M | 0.00% | Add |
| Wells Fargo & Co history | 64.17K | $2.21M | 0.00% | Add |
| Janus Henderson Group history | 57.00K | $1.96M | 0.00% | Add |
| Franklin Resources history | 49.41K | $1.70M | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 44.58K | $1.53M | 0.00% | Add |
| Prudential Financial history | 42.96K | $1.48M | 0.00% | Reduce |
| Norges Bank Investment Management history | 32.90K | $1.13M | 0.00% | Reduce |
| Amundi US history | 26.09K | $896.90K | 0.00% | Add |
| Manulife Financial history | 20.80K | $715.00K | 0.00% | Reduce |
| Balyasny Asset Management history | 18.89K | $649.44K | 0.00% | Add |
| Citigroup Inc history | 17.57K | $603.99K | 0.00% | Reduce |
| CPP Investments history | 16.60K | $570.71K | 0.00% | New |
| Fidelity International (FIL) history | 3.30K | $113.35K | 0.00% | Reduce |
| PNC Financial Services history | 2.30K | $79.11K | 0.00% | Reduce |
| T. Rowe Price Associates history | 43.16K | $1.48K | 0.00% | Add |
Q3 2025 — 36 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 7.86M | $289.83M | 0.01% | Reduce |
| Vanguard Group history | 7.11M | $262.15M | 0.00% | Reduce |
| Geode Capital Management history | 1.25M | $46.25M | 0.00% | Add |
| Charles Schwab Investment Management history | 955.49K | $35.22M | 0.01% | Add |
| Morgan Stanley history | 861.15K | $31.74M | 0.00% | Add |
| BNY Mellon history | 629.45K | $23.20M | 0.00% | Reduce |
| Northern Trust Corp history | 587.41K | $21.65M | 0.00% | Reduce |
| Marshall Wace history | 521.80K | $19.23M | 0.02% | Reduce |
| Two Sigma Investments history | 483.00K | $17.80M | 0.03% | Add |
| Millennium Management history | 442.93K | $16.33M | 0.01% | Add |
| Legal & General Investment Management America history | 272.08K | $10.03M | 0.00% | Reduce |
| Principal Global Investors history | 259.17K | $9.55M | 0.01% | Add |
| Invesco Ltd history | 217.10K | $8.00M | 0.00% | Reduce |
| JPMorgan Chase & Co history | 210.50K | $7.76M | 0.00% | Reduce |
| PSP Investments history | 179.20K | $6.61M | 0.02% | Add |
| Bank of America Corp history | 156.60K | $5.77M | 0.00% | Add |
| Citadel Advisors history | 149.99K | $5.53M | 0.00% | Reduce |
| Goldman Sachs Group history | 116.75K | $4.30M | 0.00% | Add |
| AQR Capital Management history | 111.58K | $4.11M | 0.00% | Add |
| UBS Group AG history | 99.15K | $3.65M | 0.00% | Add |
| D. E. Shaw & Co history | 65.05K | $2.40M | 0.00% | Reduce |
| Deutsche Bank AG history | 62.43K | $2.30M | 0.00% | Add |
| Janus Henderson Group history | 52.84K | $1.95M | 0.00% | Hold |
| Point72 Asset Management history | 46.80K | $1.73M | 0.00% | Add |
| Prudential Financial history | 45.81K | $1.69M | 0.00% | Reduce |
| Franklin Resources history | 45.65K | $1.68M | 0.00% | Add |
| Wells Fargo & Co history | 43.23K | $1.59M | 0.00% | Add |
| Manulife Financial history | 21.76K | $802.07K | 0.00% | Reduce |
| Amundi US history | 22.36K | $783.84K | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 21.02K | $774.68K | 0.00% | Add |
| Citigroup Inc history | 20.39K | $751.46K | 0.00% | Reduce |
| Balyasny Asset Management history | 12.75K | $470.08K | 0.00% | Reduce |
| Renaissance Technologies history | 6.30K | $232.22K | 0.00% | New |
| Fidelity International (FIL) history | 4.64K | $171.22K | 0.00% | New |
| PNC Financial Services history | 2.42K | $89.13K | 0.00% | Add |
| T. Rowe Price Associates history | 39.66K | $1.46K | 0.00% | Add |
Q2 2025 — 35 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 7.91M | $273.61M | 0.01% | Reduce |
| Vanguard Group history | 7.16M | $247.94M | 0.00% | Add |
| Geode Capital Management history | 1.25M | $43.12M | 0.00% | Add |
| BNY Mellon history | 944.66K | $32.69M | 0.01% | Hold |
| Charles Schwab Investment Management history | 934.05K | $32.33M | 0.01% | Reduce |
| Morgan Stanley history | 720.73K | $24.94M | 0.00% | Add |
| Northern Trust Corp history | 601.33K | $20.81M | 0.00% | Add |
| Marshall Wace history | 544.74K | $18.85M | 0.02% | Add |
| Citadel Advisors history | 358.70K | $12.41M | 0.00% | Add |
| Two Sigma Investments history | 327.78K | $11.34M | 0.02% | Add |
| Legal & General Investment Management America history | 298.83K | $10.34M | 0.00% | Hold |
| Invesco Ltd history | 279.14K | $9.66M | 0.00% | Reduce |
| Principal Global Investors history | 255.67K | $8.85M | 0.01% | Hold |
| Millennium Management history | 254.48K | $8.81M | 0.00% | Add |
| JPMorgan Chase & Co history | 218.66K | $7.57M | 0.00% | Reduce |
| PSP Investments history | 156.57K | $5.42M | 0.02% | Add |
| Bank of America Corp history | 147.68K | $5.11M | 0.00% | Reduce |
| Goldman Sachs Group history | 89.87K | $3.11M | 0.00% | Reduce |
| D. E. Shaw & Co history | 77.33K | $2.68M | 0.00% | Add |
| UBS Group AG history | 59.56K | $2.06M | 0.00% | Reduce |
| Deutsche Bank AG history | 55.31K | $1.91M | 0.00% | Reduce |
| Janus Henderson Group history | 52.84K | $1.83M | 0.00% | Reduce |
| Prudential Financial history | 46.74K | $1.78M | 0.00% | Reduce |
| Citigroup Inc history | 44.75K | $1.55M | 0.00% | Reduce |
| Wells Fargo & Co history | 41.64K | $1.44M | 0.00% | Add |
| Norges Bank Investment Management history | 39.81K | $1.38M | 0.00% | Reduce |
| Franklin Resources history | 39.52K | $1.37M | 0.00% | Add |
| Point72 Asset Management history | 28.20K | $975.84K | 0.00% | Add |
| Balyasny Asset Management history | 27.08K | $937.13K | 0.00% | Reduce |
| Manulife Financial history | 23.25K | $804.65K | 0.00% | Add |
| Amundi US history | 22.18K | $780.88K | 0.00% | Reduce |
| AQR Capital Management history | 20.80K | $719.85K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 17.21K | $595.64K | 0.00% | Add |
| PNC Financial Services history | 2.29K | $79.08K | 0.00% | Reduce |
| T. Rowe Price Associates history | 37.69K | $1.30K | 0.00% | Add |
Q1 2025 — 37 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 8.02M | $284.41M | 0.01% | Reduce |
| Vanguard Group history | 7.00M | $248.18M | 0.00% | Add |
| Geode Capital Management history | 1.22M | $43.22M | 0.00% | Add |
| Charles Schwab Investment Management history | 949.32K | $33.65M | 0.01% | Add |
| BNY Mellon history | 943.96K | $33.46M | 0.01% | Reduce |
| Morgan Stanley history | 692.98K | $24.57M | 0.00% | Reduce |
| Northern Trust Corp history | 596.95K | $21.16M | 0.00% | Hold |
| Marshall Wace history | 460.63K | $16.33M | 0.02% | Reduce |
| Balyasny Asset Management history | 324.97K | $11.52M | 0.02% | Reduce |
| Legal & General Investment Management America history | 299.02K | $10.60M | 0.00% | Hold |
| Invesco Ltd history | 296.73K | $10.52M | 0.00% | Add |
| Principal Global Investors history | 255.31K | $9.05M | 0.01% | Add |
| JPMorgan Chase & Co history | 246.29K | $8.73M | 0.00% | Reduce |
| Citadel Advisors history | 232.24K | $8.23M | 0.00% | Add |
| Goldman Sachs Group history | 210.84K | $7.47M | 0.00% | Hold |
| Two Sigma Investments history | 198.34K | $7.03M | 0.02% | Add |
| Bank of America Corp history | 191.97K | $6.81M | 0.00% | Add |
| PSP Investments history | 143.58K | $5.09M | 0.02% | Add |
| Millennium Management history | 127.78K | $4.53M | 0.00% | Reduce |
| UBS Group AG history | 86.82K | $3.08M | 0.00% | Add |
| Janus Henderson Group history | 79.71K | $2.81M | 0.00% | Reduce |
| Prudential Financial history | 75.52K | $2.68M | 0.00% | Add |
| Citigroup Inc history | 72.73K | $2.58M | 0.00% | Add |
| Deutsche Bank AG history | 56.56K | $2.00M | 0.00% | Reduce |
| D. E. Shaw & Co history | 51.56K | $1.83M | 0.00% | Add |
| Amundi US history | 43.80K | $1.55M | 0.00% | Reduce |
| Wells Fargo & Co history | 39.55K | $1.40M | 0.00% | Add |
| Franklin Resources history | 31.50K | $1.12M | 0.00% | Hold |
| AQR Capital Management history | 29.26K | $1.04M | 0.00% | Add |
| Manulife Financial history | 21.88K | $775.61K | 0.00% | Add |
| Renaissance Technologies history | 9.50K | $336.74K | 0.00% | Reduce |
| Fidelity International (FIL) history | 3.73K | $132.19K | 0.00% | New |
| Fidelity Management & Research (FMR) history | 3.23K | $114.66K | 0.00% | Reduce |
| PNC Financial Services history | 2.46K | $87.28K | 0.00% | Reduce |
| Point72 Asset Management history | 1.25K | $44.23K | 0.00% | New |
| Lazard Asset Management history | 35.90K | $1.27K | 0.00% | Add |
| T. Rowe Price Associates history | 34.04K | $1.21K | 0.00% | Add |
New Positions (Q2 2026)
- JPMorgan Chase & Co 239.87K sh · $9.32M
- Arrowstreet Capital 22.74K sh · $874.43K
- D. E. Shaw & Co 12.75K sh · $490.08K
Fully Exited (vs previous quarter)
- Point72 Asset Management sold 169.25K sh · $6.29M
- Janus Henderson Group sold 23.91K sh · $889.26K
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 | Q4 2021 | Q3 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock Inc | 9.00M | 8.30M | 8.11M | 7.86M | 7.91M | 8.02M | 8.21M | 7.83M | — | — | — | — | — | — | — | — | — | — | — | — |
| Geode Capital Management | 1.50M | 1.35M | 1.27M | 1.25M | 1.25M | 1.22M | 1.17M | 1.13M | 1.12M | 1.03M | 986.22K | 944.63K | 914.48K | 859.63K | 834.61K | 795.01K | 784.86K | 798.84K | 770.07K | 785.08K |
| Two Sigma Investments | 1.20M | 1.25M | 439.22K | 483.00K | 327.78K | 198.34K | 166.66K | 246.51K | 165.48K | 29.46K | 143.25K | 51.57K | 19.38K | 68.02K | — | 63.31K | — | 45.57K | — | — |
| Morgan Stanley | 1.12M | 1.01M | 842.51K | 861.15K | 720.73K | 692.98K | 771.83K | 821.48K | 639.45K | 792.10K | 601.00K | 534.28K | 571.54K | 633.29K | 417.50K | 482.67K | 392.44K | 308.49K | 268.07K | 298.51K |
| Charles Schwab Investment Management | 1.00M | 908.36K | 914.29K | 955.49K | 934.05K | 949.32K | 822.72K | 754.51K | 724.09K | 683.98K | 669.34K | 645.02K | 616.68K | 615.39K | 593.43K | 585.12K | 570.44K | 566.99K | 543.23K | 523.98K |
| Wellington Management Group | 728.70K | 601.81K | — | — | — | — | — | — | — | — | — | — | — | — | 959.65K | 1.01M | 990.21K | 273.07K | — | — |
| Northern Trust Corp | 683.64K | 566.49K | 537.00K | 587.41K | 601.33K | 596.95K | 599.57K | 496.09K | 486.31K | 461.49K | 474.30K | 601.08K | 641.96K | 644.93K | 663.57K | 653.99K | 626.11K | 520.40K | 530.49K | 663.59K |
| BNY Mellon | 520.36K | 506.84K | 557.60K | 629.45K | 944.66K | 943.96K | 962.65K | 907.40K | 914.34K | 921.14K | 987.85K | 996.96K | 1.07M | 917.89K | 725.97K | 839.61K | 951.85K | 1.01M | 979.37K | 1.03M |
| Marshall Wace | 353.05K | 128.54K | 240.12K | 521.80K | 544.74K | 460.63K | 552.31K | 402.29K | 101.04K | 288.05K | 275.55K | 8.11K | 86.35K | — | — | — | 88.43K | — | — | — |
| Goldman Sachs Group | 350.75K | 218.25K | 323.80K | 116.75K | 89.87K | 210.84K | 210.84K | 183.00K | 197.96K | 191.49K | 206.22K | 136.25K | 116.00K | 78.32K | 151.74K | 156.72K | 210.11K | 73.89K | 80.63K | 91.29K |
| Legal & General Investment Management America | 293.88K | 299.47K | 317.71K | 272.08K | 298.83K | 299.02K | 298.26K | 310.90K | 345.86K | 377.52K | 388.56K | 377.34K | 370.51K | 359.85K | 339.76K | 324.34K | 330.02K | 324.67K | 327.77K | 324.92K |
| Principal Global Investors | 247.32K | 231.39K | 287.61K | 259.17K | 255.67K | 255.31K | 246.66K | 229.18K | 214.40K | 214.95K | 215.78K | 223.45K | 235.43K | 256.17K | 260.86K | 261.10K | 274.99K | 319.22K | 347.89K | 364.33K |
| JPMorgan Chase & Co | 239.87K | — | 354.23K | 210.50K | 218.66K | 246.29K | 336.73K | 253.81K | 140.71K | 138.62K | 217.20K | 206.90K | 211.16K | 156.45K | 187.99K | 208.67K | 205.82K | 180.53K | 327.57K | 283.19K |
| Invesco Ltd | 226.09K | 227.10K | 217.95K | 217.10K | 279.14K | 296.73K | 247.33K | 469.41K | 409.00K | 434.98K | 421.14K | 245.63K | 264.37K | 306.17K | 336.79K | 498.86K | 592.61K | 820.15K | 913.64K | 825.42K |
| UBS Group AG | 186.96K | 236.38K | 238.23K | 99.15K | 59.56K | 86.82K | 73.17K | 19.75K | 28.78K | 51.07K | 38.44K | 5.62K | 43.55K | 45.84K | 21.90K | 25.02K | 18.26K | 44.76K | 65.55K | 65.56K |
| PSP Investments | 175.79K | 170.37K | 164.78K | 179.20K | 156.57K | 143.58K | 112.76K | 92.27K | 95.67K | 84.89K | 85.94K | 51.18K | 73.48K | 71.24K | 73.69K | 74.25K | 73.05K | 73.49K | 80.19K | 82.83K |
| Bank of America Corp | 171.17K | 170.81K | 124.65K | 156.60K | 147.68K | 191.97K | 93.87K | 229.13K | 193.87K | 59.56K | 99.99K | 91.50K | 76.38K | 90.40K | 88.67K | 77.67K | 80.90K | 98.31K | 95.08K | 58.49K |
| Millennium Management | 161.53K | 168.28K | 454.37K | 442.93K | 254.48K | 127.78K | 172.27K | 228.16K | 111.19K | 83.15K | 46.58K | 71.08K | — | 59.69K | 39.27K | — | 20.47K | 12.69K | — | 129.07K |
| Fidelity Management & Research (FMR) | 141.94K | 53.53K | 44.58K | 21.02K | 17.21K | 3.23K | 3.93K | 2.90K | 1.25K | 1.03K | 1.54K | 1.17K | 674 | 1.31K | 1.16K | 1.68K | 1.09K | 1.86K | 550 | 544 |
| Citadel Advisors | 121.83K | 192.03K | 230.61K | 149.99K | 358.70K | 232.24K | 191.26K | 192.82K | 215.82K | 129.93K | 113.65K | 51.78K | 54.44K | 139.50K | 218.21K | 228.53K | 272.57K | 165.20K | 68.82K | 100.46K |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details