Position in MPT
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$2,499,290
+$147,436 QoQ
Shares Held
540,972
+6.5% QoQ
Ownership
0.090%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#58
of 489 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MPT Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026LPL Financial LLC holds $366,788,756 across 17 REIT - Healthcare Facilities names. MPT ranks #11 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DOC |
Healthpeak Properties, Inc.
|
5,632,580 | $120,537,212 | |
| 2 | WELL |
Welltower Inc.
|
480,491 | $109,057,042 | |
| 3 | AHR |
American Healthcare REIT, Inc.
|
728,683 | $38,000,818 | |
| 4 | OHI |
Omega Healthcare Investors Inc
|
738,084 | $35,191,845 | |
| 5 | VTR |
Ventas, Inc.
|
266,459 | $23,661,559 | |
| 6 | CTRE |
CareTrust REIT, Inc.
|
265,332 | $10,706,146 | |
| 7 | 267,235 | $8,113,254 | |||
| 8 | HR |
Healthcare Realty Trust Inc
|
322,085 | $6,496,454 |
All Filings in MPT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,499,290 | 540,972 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $2,351,854 | 507,960 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $2,963,680 | 592,736 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $3,044,788 | 600,550 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,513,729 | 583,232 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $3,496,863 | 579,911 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $3,015,702 | 763,469 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $5,900,345 | 1,008,606 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $4,480,055 | 1,039,456 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $5,131,690 | 1,091,849 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $5,452,073 | 1,110,402 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $6,901,313 | 1,266,296 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $14,171,318 | 1,530,380 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $11,596,110 | 1,410,719 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $14,947,785 | 1,341,812 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $14,949,541 | 1,260,501 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $14,889,624 | 975,090 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $17,192,718 | 813,279 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $15,936,024 | 674,398 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $13,156,647 | 655,538 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $11,665,718 | 580,384 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $11,447,384 | 537,941 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $10,417,363 | 478,080 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $8,048,147 | 456,503 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $9,179,476 | 488,270 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $7,742,600 | 447,808 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||