Position in MPT
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$359,071
+$70,905 QoQ
Shares Held
77,721
+24.9% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#188
of 486 holders
Holding Since
Dec 2021
13 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, 2026Summit Trail Advisors, LLC holds $10,780,430 across 6 REIT - Healthcare Facilities names. MPT ranks #5 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
16,508 | $3,746,820 | |
| 2 | OHI |
Omega Healthcare Investors Inc
|
67,117 | $3,200,138 | |
| 3 | VTR |
Ventas, Inc.
|
22,224 | $1,973,491 | |
| 4 | DOC |
Healthpeak Properties, Inc.
|
54,657 | $1,169,659 | |
| 5 | MPT |
Medical Properties Trust Inc
This page
|
77,721 | $359,071 | |
| 6 | HR |
Healthcare Realty Trust Inc
|
16,423 | $331,251 |
All Filings in MPT
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $359,071 | 77,721 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $288,166 | 62,239 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $305,130 | 61,026 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $220,636 | 43,518 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $129,549 | 30,058 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $265,398 | 44,013 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $100,965 | 25,561 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $149,824 | 25,611 | Shares | Sole | 2024-11-12 | |
| 2024-03-31 | $63,022 | 13,409 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $56,700 | 11,548 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $80,583 | 14,786 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $169,624 | 18,318 | Shares | Sole | 2023-07-25 | |
| 2021-12-31 | $197,286 | 8,349 | Shares | Sole | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||