EP Wealth Advisors, LLC

Position in MPT — Medical Properties Trust Inc

CIK 1540569 TORRANCE, CA

Position in MPT

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$145,811

+$5,643 QoQ

Shares Held

31,561

+4.3% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#241

of 486 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

EP Wealth Advisors, LLC holds $63,702,567 across 5 REIT - Healthcare Facilities names. MPT ranks #5 (0.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WELL	Welltower Inc.	274,449	$62,291,689
2	OHI	Omega Healthcare Investors Inc	15,951	$760,543
3	CTRE	CareTrust REIT, Inc.	7,398	$298,509
4	LTC	Ltc Properties Inc	5,358	$206,015
5	MPT	Medical Properties Trust Inc This page	31,561	$145,811

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$145,811	31,561	+4.3%	Shares	Sole	2026-08-12
2026-03-31	$140,168	30,274	-1.0%	Shares	Sole	2026-05-14
2025-12-31	$152,935	30,587	—	Shares	Sole	2026-02-18
No filing history on record for this holder in this stock.