Position in MPT
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$1,541,618
-$571,717 QoQ
Shares Held
332,963
-21.2% QoQ
Ownership
0.056%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in MPT Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Mar 31, 2026CWM, LLC holds $35,145,898 across 17 REIT - Healthcare Facilities names. MPT ranks #6 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
55,856 | $11,043,289 | |
| 2 | VTR |
Ventas, Inc.
|
119,930 | $9,807,875 | |
| 3 | AHR |
American Healthcare REIT, Inc.
|
72,330 | $3,411,082 | |
| 4 | OHI |
Omega Healthcare Investors Inc
|
62,883 | $2,755,533 | |
| 5 | HR |
Healthcare Realty Trust Inc
|
127,657 | $2,168,892 | |
| 6 | MPT |
Medical Properties Trust Inc
This page
|
332,963 | $1,541,618 | |
| 7 | NHI |
National Health Investors Inc
|
11,496 | $929,566 | |
| 8 | DOC |
Healthpeak Properties, Inc.
|
44,410 | $729,656 |
All Filings in MPT
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,541,618 | 332,963 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,113,335 | 422,667 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,725,346 | 340,305 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $114,223 | 26,502 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $197,084 | 32,684 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $63,527 | 16,083 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $116,970 | 19,995 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $79,791 | 18,513 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $79,693 | 16,956 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $104,695 | 21,323 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $94,448 | 17,330 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $240,435 | 25,965 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $234,302 | 28,504 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $155,091 | 13,922 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $161,343 | 13,604 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $144,500 | 9,463 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $151,024 | 7,144 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $157,848 | 6,680 | Shares | Sole | 2022-01-31 | |
| 2021-06-30 | $96,037 | 4,778 | Shares | Sole | 2021-09-15 | |
| 2021-03-31 | $101,675 | 4,778 | Shares | Sole | 2021-09-15 | |
| 2020-12-31 | $104,112 | 4,778 | Shares | Sole | 2021-09-15 | |
| 2020-09-30 | $84,236 | 4,778 | Shares | Sole | 2021-09-15 | |
| 2020-06-30 | $89,826 | 4,778 | Shares | Sole | 2021-09-15 | |
| 2020-03-31 | $82,611 | 4,778 | Shares | Sole | 2021-09-15 | |
| No filing history on record for this holder in this stock. | ||||||