Steward Partners Investment Advisory, LLC
Position in MPT — Medical Properties Trust Inc
CIK 1723397
STAMFORD, CT
Position in MPT
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$107,578
-$8,052 QoQ
Shares Held
23,235
+0.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in MPT Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Mar 31, 2026Steward Partners Investment Advisory, LLC holds $16,478,060 across 14 REIT - Healthcare Facilities names. MPT ranks #7 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CTRE |
CareTrust REIT, Inc.
|
263,868 | $9,670,762 | |
| 2 | WELL |
Welltower Inc.
|
22,560 | $4,460,337 | |
| 3 | AHR |
American Healthcare REIT, Inc.
|
22,295 | $1,051,432 | |
| 4 | VTR |
Ventas, Inc.
|
4,667 | $381,667 | |
| 5 | OHI |
Omega Healthcare Investors Inc
|
8,002 | $350,647 | |
| 6 | DOC |
Healthpeak Properties, Inc.
|
19,255 | $316,359 | |
| 7 | MPT |
Medical Properties Trust Inc
This page
|
23,235 | $107,578 | |
| 8 | SBRA |
Sabra Health Care REIT, Inc.
|
4,000 | $76,920 |
All Filings in MPT
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $107,578 | 23,235 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $115,630 | 23,126 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $116,939 | 23,065 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $99,733 | 23,140 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $140,704 | 23,334 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $87,046 | 22,037 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $149,877 | 25,620 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $122,964 | 28,530 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $119,267 | 25,376 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $131,661 | 26,815 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $218,076 | 40,014 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $482,233 | 52,077 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $342,823 | 41,706 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $3,602,508 | 323,385 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $203,588 | 17,166 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $199,334 | 13,054 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $561,372 | 26,555 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $673,336 | 28,495 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $574,102 | 28,605 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $460,129 | 22,892 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $478,459 | 22,484 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $208,312 | 9,560 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $194,987 | 11,060 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $203,040 | 10,800 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $165,465 | 9,570 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||