Position in MPT
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$128,066
+$9,724 QoQ
Shares Held
27,720
+8.5% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#242
of 477 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MPT Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026IFP Advisors, Inc holds $7,716,243 across 16 REIT - Healthcare Facilities names. MPT ranks #7 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OHI |
Omega Healthcare Investors Inc
|
107,457 | $5,123,549 | |
| 2 | WELL |
Welltower Inc.
|
4,887 | $1,109,202 | |
| 3 | AHR |
American Healthcare REIT, Inc.
|
9,185 | $478,997 | |
| 4 | VTR |
Ventas, Inc.
|
2,606 | $231,412 | |
| 5 | DOC |
Healthpeak Properties, Inc.
|
7,472 | $159,900 | |
| 6 | SBRA |
Sabra Health Care REIT, Inc.
|
8,074 | $157,523 | |
| 7 | MPT |
Medical Properties Trust Inc
This page
|
27,720 | $128,066 | |
| 8 | LTC |
Ltc Properties Inc
|
3,079 | $118,387 |
All Filings in MPT
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $128,066 | 27,720 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $118,342 | 25,560 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $30,830 | 6,166 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $19,042 | 3,756 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $18,528 | 4,299 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $2,930 | 486 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $3,934 | 996 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $3,328 | 569 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $3,529 | 819 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $15,923 | 3,388 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $50,347 | 10,254 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $54,494 | 9,999 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $90,016 | 9,721 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $79,273 | 9,644 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $111,455 | 10,005 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $119,596 | 10,084 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $135,307 | 8,861 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $56,274 | 2,662 | Shares | Sole | 2022-08-08 | |
| 2021-12-31 | $56,593 | 2,395 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $145,708 | 7,260 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $140,438 | 6,987 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $95,994 | 4,511 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $152,181 | 6,984 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $103,805 | 5,888 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $107,404 | 5,713 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $29,928 | 1,731 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||