Position in MPT
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$238,479
+$10,582 QoQ
Shares Held
51,619
+4.9% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#205
of 486 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, 2026Welch Group, LLC holds $2,674,094 across 2 REIT - Healthcare Facilities names. MPT ranks #2 (8.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
10,731 | $2,435,615 | |
| 2 | MPT |
Medical Properties Trust Inc
This page
|
51,619 | $238,479 |
All Filings in MPT
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $238,479 | 51,619 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $227,897 | 49,222 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $229,370 | 45,874 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $214,628 | 42,333 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $220,947 | 51,264 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $234,144 | 38,830 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $131,361 | 33,256 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $232,391 | 39,725 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $80,579 | 18,696 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $59,210 | 12,598 | Shares | Sole | 2024-04-09 | |
| 2023-12-31 | $61,856 | 12,598 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $135,437 | 24,851 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $339,258 | 36,637 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $294,054 | 35,773 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $347,211 | 31,168 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $303,770 | 25,613 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $299,719 | 19,628 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $413,434 | 19,557 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $480,421 | 20,331 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $284,311 | 14,166 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $266,646 | 13,266 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $302,920 | 14,235 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $272,832 | 12,521 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $265,666 | 15,069 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $300,800 | 16,000 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $235,230 | 13,605 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||