WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Position in MPT — Medical Properties Trust Inc
CIK 1632972
PLYMOUTH, MN
Position in MPT
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,029,007
+$23,399 QoQ
Shares Held
222,729
+2.5% QoQ
Ownership
0.037%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#12
of 141 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in MPT Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $67,418,613 across 13 REIT - Healthcare Facilities names. MPT ranks #7 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
161,934 | $36,754,159 | |
| 2 | OHI |
Omega Healthcare Investors Inc
|
252,106 | $12,020,414 | |
| 3 | VTR |
Ventas, Inc.
|
70,641 | $6,272,920 | |
| 4 | DOC |
Healthpeak Properties, Inc.
|
196,421 | $4,203,409 | |
| 5 | HR |
Healthcare Realty Trust Inc
|
138,925 | $2,802,117 | |
| 6 | AHR |
American Healthcare REIT, Inc.
|
34,742 | $1,811,795 | |
| 7 | MPT |
Medical Properties Trust Inc
This page
|
222,729 | $1,029,007 | |
| 8 | CTRE |
CareTrust REIT, Inc.
|
19,651 | $792,917 |
All Filings in MPT
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,029,007 | 222,729 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $1,005,608 | 217,194 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $1,094,035 | 218,807 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $1,835,334 | 361,999 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,110,880 | 257,745 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $1,696,486 | 281,341 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $1,128,210 | 285,623 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $201,877 | 34,509 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $160,896 | 37,331 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $163,602 | 34,809 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $151,414 | 30,838 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $126,979 | 23,299 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||