EVERGREEN CAPITAL MANAGEMENT LLC
Position in MPT — Medical Properties Trust Inc
CIK 1260824
Bellevue, WA
Position in MPT
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$149,341
-$45,975 QoQ
Shares Held
32,325
-23.4% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#239
of 486 holders
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 1%
Shared 99%
None 0%
Common Shares in MPT Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026EVERGREEN CAPITAL MANAGEMENT LLC holds $4,379,076 across 6 REIT - Healthcare Facilities names. MPT ranks #6 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
8,160 | $1,852,074 | |
| 2 | CTRE |
CareTrust REIT, Inc.
|
34,318 | $1,384,731 | |
| 3 | OHI |
Omega Healthcare Investors Inc
|
10,594 | $505,121 | |
| 4 | VTR |
Ventas, Inc.
|
3,315 | $294,371 | |
| 5 | CHCT |
Community Healthcare Trust Inc
|
10,582 | $193,438 | |
| 6 | MPT |
Medical Properties Trust Inc
This page
|
32,325 | $149,341 |
All Filings in MPT
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $149,341 | 32,325 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $195,316 | 42,185 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $252,560 | 50,512 | Shares | Other | 2026-01-27 | |
| 2025-09-30 | $294,896 | 58,165 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $129,488 | 30,044 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $295,578 | 49,018 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $123,970 | 31,385 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $288,146 | 49,256 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $243,622 | 56,525 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $132,670 | 28,228 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $148,408 | 30,226 | Shares | Other | 2024-02-14 | |
| 2023-06-30 | $196,959 | 21,270 | Shares | Other | 2023-08-14 | |
| 2022-12-31 | $5,218,543 | 468,451 | Shares | Other | 2023-02-14 | |
| 2022-09-30 | $5,081,392 | 428,448 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $13,022,072 | 852,788 | Shares | Other | 2022-08-15 | |
| 2022-03-31 | $221,166 | 10,462 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $242,632 | 10,268 | Shares | Sole | 2022-03-11 | |
| 2021-03-31 | $12,356,508 | 580,663 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $11,828,156 | 542,825 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $9,200,797 | 521,883 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $6,555,842 | 348,715 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $5,804,425 | 335,710 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||