Position in MPT
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$1,674,485
-$189,225 QoQ
Shares Held
361,660
-3.0% QoQ
Ownership
0.060%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 2.5454847093955646.ToString("F0")%
Shared 0.ToString("F0")%
None 97.45451529060443.ToString("F0")%
Common Shares in MPT Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Mar 31, 2026Creative Planning holds $89,458,934 across 15 REIT - Healthcare Facilities names. MPT ranks #8 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
220,074 | $43,510,830 | |
| 2 | VTR |
Ventas, Inc.
|
150,378 | $12,297,912 | |
| 3 | OHI |
Omega Healthcare Investors Inc
|
175,381 | $7,685,195 | |
| 4 | DOC |
Healthpeak Properties, Inc.
|
408,305 | $6,708,451 | |
| 5 | HR |
Healthcare Realty Trust Inc
|
320,819 | $5,450,714 | |
| 6 | CTRE |
CareTrust REIT, Inc.
|
101,154 | $3,707,294 | |
| 7 | AHR |
American Healthcare REIT, Inc.
|
43,738 | $2,062,684 | |
| 8 | MPT |
Medical Properties Trust Inc
This page
|
361,660 | $1,674,485 |
All Filings in MPT
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||