EverSource Wealth Advisors, LLC
Position in MPT — Medical Properties Trust Inc
CIK 1710537
BIRMINGHAM, AL
Position in MPT
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$108,452
-$19,036 QoQ
Shares Held
23,475
-14.7% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#264
of 477 holders
Holding Since
Jun 2022
17 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, 2026EverSource Wealth Advisors, LLC holds $2,806,674 across 17 REIT - Healthcare Facilities names. MPT ranks #6 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
6,183 | $1,403,350 | |
| 2 | VTR |
Ventas, Inc.
|
5,017 | $445,505 | |
| 3 | OHI |
Omega Healthcare Investors Inc
|
5,305 | $252,939 | |
| 4 | DOC |
Healthpeak Properties, Inc.
|
6,861 | $146,820 | |
| 5 | HR |
Healthcare Realty Trust Inc
|
6,357 | $128,217 | |
| 6 | MPT |
Medical Properties Trust Inc
This page
|
23,475 | $108,452 | |
| 7 | SBRA |
Sabra Health Care REIT, Inc.
|
3,962 | $77,294 | |
| 8 | CTRE |
CareTrust REIT, Inc.
|
1,440 | $58,100 |
All Filings in MPT
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $108,452 | 23,475 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $127,488 | 27,536 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $155,690 | 31,138 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $121,303 | 23,926 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $64,152 | 14,885 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $69,940 | 11,599 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $39,811 | 10,079 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $47,372 | 8,098 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $19,205 | 4,456 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $21,718 | 4,621 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $28,024 | 5,708 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $34,938 | 6,411 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $98,404 | 10,627 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $43,425 | 5,283 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $149,899 | 13,456 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $62,536 | 5,273 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $52,299 | 3,425 | Shares | Sole | 2022-08-01 | |
| No filing history on record for this holder in this stock. | ||||||