UNITED CAPITAL FINANCIAL ADVISORS, LLC
Position in MPT — Medical Properties Trust Inc
CIK 1463217
IRVING, TX
Position in MPT
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$118,770
+$4,007 QoQ
Shares Held
25,708
+3.7% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#261
of 486 holders
Holding Since
Mar 2020
24 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, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $9,942,931 across 8 REIT - Healthcare Facilities names. MPT ranks #8 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
22,702 | $5,152,672 | |
| 2 | DOC |
Healthpeak Properties, Inc.
|
56,309 | $1,205,012 | |
| 3 | VTR |
Ventas, Inc.
|
13,340 | $1,184,592 | |
| 4 | HR |
Healthcare Realty Trust Inc
|
51,718 | $1,043,152 | |
| 5 | AHR |
American Healthcare REIT, Inc.
|
14,454 | $753,776 | |
| 6 | CTRE |
CareTrust REIT, Inc.
|
6,374 | $257,190 | |
| 7 | OHI |
Omega Healthcare Investors Inc
|
4,777 | $227,767 | |
| 8 | MPT |
Medical Properties Trust Inc
This page
|
25,708 | $118,770 |
All Filings in MPT
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $118,770 | 25,708 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $114,763 | 24,787 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $56,005 | 11,201 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $55,856 | 11,017 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $52,116 | 12,092 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $73,294 | 12,155 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $40,748 | 10,316 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $78,869 | 13,482 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $67,968 | 15,770 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $80,872 | 17,207 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $78,756 | 16,040 | Shares | Defined | 2024-02-14 | |
| 2023-03-31 | $248,424 | 30,222 | Shares | Defined | 2023-08-15 | |
| 2022-12-31 | $351,712 | 31,572 | Shares | Defined | 2023-02-15 | |
| 2022-09-30 | $771,184 | 65,024 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $2,046,302 | 134,008 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $9,156,325 | 433,128 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $10,113,214 | 427,982 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $8,731,132 | 435,034 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $8,109,747 | 403,470 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $8,029,795 | 377,340 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $7,947,837 | 364,747 | Shares | Defined | 2021-02-17 | |
| 2020-09-30 | $5,395,643 | 306,049 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $5,253,904 | 279,463 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $4,341,069 | 251,074 | Shares | Defined | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||