LTC Properties (LTC) reported second-quarter 2026 total revenues of $98.9 million for the quarter ended June 30, compared with $60.2 million a year earlier. Net income available to common stockholders was $29.5 million, and diluted earnings per common share were $0.56.
The company increased the midpoint of its 2026 SHOP investment guidance to $900 million and said SHOP is projected to represent 40% of proforma annualized NOI by the end of the third quarter.
- Second-quarter core SHOP NOI was $13.3 million.
- LTC completed $171 million of acquisitions in the second quarter and anticipates $529 million more to close in the third quarter.
- The company reported $648 million of total proforma liquidity, including $15 million of cash on hand.
- Full-year 2026 diluted earnings per common share guidance was raised to $8.08 to $8.10.
- LTC said 2026 asset sales and loan payoffs are now projected at $730 million.
$LTC Insider Trading Activity
$LTC insiders have traded $LTC stock on the open market 5 times in the past 6 months. Of those trades, 4 have been purchases and 1 have been sales.
Here’s a breakdown of recent trading of $LTC stock by insiders over the last 6 months:
- DAVID L GRUBER has made 2 purchases buying 11,000 shares for an estimated $419,640 and 0 sales.
- DAVID M BOITANO (EVP & CIO) has made 2 purchases buying 10,000 shares for an estimated $347,700 and 0 sales.
- TIMOTHY TRICHE sold 3,125 shares for an estimated $123,562
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$LTC Hedge Fund Activity
We have seen 154 institutional investors add shares of $LTC stock to their portfolio, and 96 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- TWO SIGMA INVESTMENTS, LP added 813,439 shares (+185.2%) to their portfolio in Q1 2026, for an estimated $30,227,393
- WELLINGTON MANAGEMENT GROUP LLP added 601,812 shares (+inf%) to their portfolio in Q1 2026, for an estimated $22,363,333
- METLIFE INVESTMENT MANAGEMENT, LLC added 464,311 shares (+1728.3%) to their portfolio in Q1 2026, for an estimated $17,253,796
- AMERICAN CENTURY COMPANIES INC added 343,807 shares (+34.9%) to their portfolio in Q1 2026, for an estimated $12,775,868
- EVERSEPT PARTNERS, LP added 321,046 shares (+inf%) to their portfolio in Q1 2026, for an estimated $11,930,069
- MILLENNIUM MANAGEMENT LLC removed 286,088 shares (-63.0%) from their portfolio in Q1 2026, for an estimated $10,631,030
- BLACKROCK, INC. added 186,750 shares (+2.3%) to their portfolio in Q1 2026, for an estimated $6,939,629
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
