Perigon Wealth Management, LLC
Position in MPT — Medical Properties Trust Inc
CIK 1575239
SAN FRANCISCO, CA
Position in MPT
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$183,788
+$38,411 QoQ
Shares Held
39,781
+26.7% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#224
of 486 holders
Holding Since
Sep 2022
9 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in MPT Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026Perigon Wealth Management, LLC holds $3,734,526 across 6 REIT - Healthcare Facilities names. MPT ranks #6 (4.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
5,411 | $1,228,134 | |
| 2 | AHR |
American Healthcare REIT, Inc.
|
20,066 | $1,046,441 | |
| 3 | VTR |
Ventas, Inc.
|
6,532 | $580,041 | |
| 4 | OHI |
Omega Healthcare Investors Inc
|
7,451 | $355,263 | |
| 5 | DOC |
Healthpeak Properties, Inc.
|
15,928 | $340,859 | |
| 6 | MPT |
Medical Properties Trust Inc
This page
|
39,781 | $183,788 |
All Filings in MPT
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $183,788 | 39,781 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $145,377 | 31,399 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $143,480 | 28,696 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $112,827 | 22,254 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $107,956 | 25,048 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $161,935 | 26,855 | Shares | Sole | 2025-04-23 | |
| 2023-03-31 | $103,045 | 12,536 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $131,596 | 11,813 | Shares | Sole | 2023-05-01 | |
| 2022-09-30 | $631,307 | 53,230 | Shares | Sole | 2022-12-13 | |
| No filing history on record for this holder in this stock. | ||||||