Position in MPT
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$76,077
-$14,967 QoQ
Shares Held
16,467
-16.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#309
of 486 holders
Holding Since
Dec 2020
14 quarters on record
Voting authority
Sole 26%
Shared 0%
None 74%
Common Shares in MPT Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026Lido Advisors, LLC holds $17,070,727 across 6 REIT - Healthcare Facilities names. MPT ranks #6 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
50,575 | $11,479,006 | |
| 2 | DOC |
Healthpeak Properties, Inc.
|
176,970 | $3,787,158 | |
| 3 | VTR |
Ventas, Inc.
|
9,019 | $800,886 | |
| 4 | CTRE |
CareTrust REIT, Inc.
|
15,288 | $616,870 | |
| 5 | OHI |
Omega Healthcare Investors Inc
|
6,517 | $310,730 | |
| 6 | MPT |
Medical Properties Trust Inc
This page
|
16,467 | $76,077 |
All Filings in MPT
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $76,077 | 16,467 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $91,044 | 19,664 | Shares | Sole | 2026-05-13 | |
| 2023-09-30 | $252,433 | 46,318 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,066,156 | 223,127 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $1,768,541 | 215,151 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,760,977 | 158,077 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,222,481 | 103,076 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,604,403 | 105,069 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $2,053,497 | 97,138 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $2,055,691 | 86,995 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $3,959,208 | 197,270 | Shares | Sole | 2022-02-15 | |
| 2021-06-30 | $3,330,851 | 165,714 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $821,791 | 38,618 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $825,100 | 37,866 | Shares | Sole | 2021-02-08 | |
| No filing history on record for this holder in this stock. | ||||||