Heritage Wealth Advisors

Position in MPT — Medical Properties Trust Inc

CIK 1591122 RICHMOND, VA

Position in MPT

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$10,857

-$23 QoQ

Shares Held

2,350

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#399

of 486 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Heritage Wealth Advisors holds $155,380 across 5 REIT - Healthcare Facilities names. MPT ranks #4 (7.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CTRE	CareTrust REIT, Inc.	1,683	$67,909
2	OHI	Omega Healthcare Investors Inc	1,200	$57,216
3	WELL	Welltower Inc.	77	$17,476
4	MPT	Medical Properties Trust Inc This page	2,350	$10,857
5	LTC	Ltc Properties Inc	50	$1,922

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$10,857	2,350	0.0%	Shares	Sole	2026-08-14
2026-03-31	$10,880	2,350	0.0%	Shares	Sole	2026-05-14
2025-12-31	$11,750	2,350	0.0%	Shares	Sole	2026-02-13
2025-09-30	$11,914	2,350	0.0%	Shares	Sole	2025-11-13
2025-06-30	$10,128	2,350	0.0%	Shares	Sole	2025-08-11
2025-03-31	$14,170	2,350	0.0%	Shares	Sole	2025-05-08
2024-12-31	$9,282	2,350	0.0%	Shares	Sole	2025-02-12
2024-09-30	$13,747	2,350	0.0%	Shares	Sole	2024-11-12
2024-06-30	$10,128	2,350	0.0%	Shares	Sole	2024-12-12
2024-03-31	$11,045	2,350	0.0%	Shares	Sole	2024-12-12
2023-12-31	$11,538	2,350	—	Shares	Sole	2024-12-12
No filing history on record for this holder in this stock.