Position in MPT
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,593,132
-$81,353 QoQ
Shares Held
344,834
-4.7% QoQ
Ownership
0.058%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#86
of 489 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in MPT Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026Creative Planning holds $111,699,538 across 16 REIT - Healthcare Facilities names. MPT ranks #9 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
231,196 | $52,474,556 | |
| 2 | VTR |
Ventas, Inc.
|
142,720 | $12,673,535 | |
| 3 | DOC |
Healthpeak Properties, Inc.
|
531,278 | $11,369,349 | |
| 4 | OHI |
Omega Healthcare Investors Inc
|
228,169 | $10,879,097 | |
| 5 | HR |
Healthcare Realty Trust Inc
|
441,781 | $8,910,722 | |
| 6 | CTRE |
CareTrust REIT, Inc.
|
111,138 | $4,484,418 | |
| 7 | AHR |
American Healthcare REIT, Inc.
|
44,386 | $2,314,729 | |
| 8 | DHC |
Diversified Healthcare Trust
|
242,193 | $2,252,394 |
All Filings in MPT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,593,132 | 344,834 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $1,674,485 | 361,660 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,863,710 | 372,742 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,734,933 | 342,196 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $708,735 | 164,440 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $1,053,284 | 174,674 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $645,938 | 163,529 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $1,042,797 | 178,256 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $1,406,320 | 326,293 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $1,075,110 | 228,747 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $1,134,264 | 231,011 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $837,904 | 153,744 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $1,242,089 | 134,135 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $601,432 | 73,167 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $974,148 | 87,446 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,214,713 | 102,421 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $1,614,909 | 105,757 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $2,229,741 | 105,475 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $2,432,023 | 102,921 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $2,029,679 | 101,130 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $1,959,629 | 97,494 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $2,276,044 | 106,957 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $2,503,562 | 114,895 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $2,102,606 | 119,263 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $2,474,813 | 131,639 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $2,182,447 | 126,226 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||