Position in MPT
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$652,916
+$213,854 QoQ
Shares Held
141,324
+49.0% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#133
of 486 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 79%
Shared 0%
None 21%
Common Shares in MPT Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026Focus Partners Wealth holds $53,194,916 across 10 REIT - Healthcare Facilities names. MPT ranks #8 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
133,077 | $30,204,486 | |
| 2 | CHCT |
Community Healthcare Trust Inc
|
513,420 | $9,385,317 | |
| 3 | OHI |
Omega Healthcare Investors Inc
|
100,961 | $4,813,820 | |
| 4 | DOC |
Healthpeak Properties, Inc.
|
124,703 | $2,668,644 | |
| 5 | VTR |
Ventas, Inc.
|
24,898 | $2,210,942 | |
| 6 | 40,442 | $1,227,819 | |||
| 7 | HR |
Healthcare Realty Trust Inc
|
57,808 | $1,165,987 | |
| 8 | MPT |
Medical Properties Trust Inc
This page
|
141,324 | $652,916 |
All Filings in MPT
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $652,916 | 141,324 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $439,062 | 94,830 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,310,745 | 262,149 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,146,839 | 226,201 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $171,413 | 39,771 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $197,120 | 32,690 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $115,636 | 29,275 | Shares | Sole | 2025-05-20 | |
| 2024-09-30 | $137,960 | 23,583 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $120,563 | 27,973 | Shares | Sole | 2024-08-15 | |
| No filing history on record for this holder in this stock. | ||||||