Position in MPT
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$1,074,141
-$27,769 QoQ
Shares Held
231,996
+5.3% QoQ
Ownership
0.039%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MPT Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Mar 31, 2026D.A. DAVIDSON & CO. holds $14,283,674 across 7 REIT - Healthcare Facilities names. MPT ranks #7 (7.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DOC |
Healthpeak Properties, Inc.
|
177,481 | $2,916,012 | |
| 2 | VTR |
Ventas, Inc.
|
35,352 | $2,891,086 | |
| 3 | XRN |
Chiron Real Estate Inc.
|
70,021 | $2,316,294 | |
| 4 | WELL |
Welltower Inc.
|
9,310 | $1,840,680 | |
| 5 | OHI |
Omega Healthcare Investors Inc
|
38,750 | $1,698,025 | |
| 6 | CTRE |
CareTrust REIT, Inc.
|
42,222 | $1,547,436 | |
| 7 | MPT |
Medical Properties Trust Inc
This page
|
231,996 | $1,074,141 |
All Filings in MPT
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,074,141 | 231,996 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,101,910 | 220,382 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,099,977 | 216,958 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $389,852 | 90,453 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $546,890 | 90,695 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $395,671 | 100,170 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $691,797 | 118,256 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $476,091 | 110,462 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $503,985 | 107,231 | Shares | Sole | 2024-05-13 | |
| No filing history on record for this holder in this stock. | ||||||