Position in MPT
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$180,035
+$76,055 QoQ
Shares Held
38,886
+87.0% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
24 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MPT Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Mar 31, 2026AE Wealth Management LLC holds $3,623,913 across 6 REIT - Healthcare Facilities names. MPT ranks #6 (5.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AHR |
American Healthcare REIT, Inc.
|
18,887 | $890,704 | |
| 2 | WELL |
Welltower Inc.
|
4,102 | $810,991 | |
| 3 | VTR |
Ventas, Inc.
|
9,168 | $749,746 | |
| 4 | SILA |
Sila Realty Trust, Inc.
|
26,842 | $635,617 | |
| 5 | OHI |
Omega Healthcare Investors Inc
|
8,143 | $356,820 | |
| 6 | MPT |
Medical Properties Trust Inc
This page
|
38,886 | $180,035 |
All Filings in MPT
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $180,035 | 38,886 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $103,980 | 20,796 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $132,633 | 26,161 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $189,259 | 43,913 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $193,850 | 32,148 | Shares | Other | 2025-05-06 | |
| 2024-12-31 | $148,520 | 37,600 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $164,244 | 28,076 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $86,949 | 20,174 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $73,249 | 15,585 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $520,808 | 106,071 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,794,701 | 329,303 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $2,899,676 | 313,140 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $2,173,359 | 264,399 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $2,710,194 | 243,285 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $690,358 | 58,209 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $1,034,557 | 67,751 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $1,356,194 | 64,153 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $1,596,182 | 67,549 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $1,064,853 | 53,057 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $664,043 | 33,037 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $565,664 | 26,582 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $594,104 | 27,265 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $522,782 | 29,653 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $1,094,385 | 58,212 | Shares | Sole | 2020-08-05 | |
| No filing history on record for this holder in this stock. | ||||||