Integrated Wealth Concepts LLC
Position in MPT — Medical Properties Trust Inc
CIK 1737109
WALTHAM, MA
Position in MPT
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$216,008
+$14,636 QoQ
Shares Held
46,755
+7.5% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#208
of 477 holders
Holding Since
Mar 2023
14 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 Jun 30, 2026Integrated Wealth Concepts LLC holds $8,357,147 across 17 REIT - Healthcare Facilities names. MPT ranks #8 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
12,079 | $2,741,570 | |
| 2 | VTR |
Ventas, Inc.
|
23,510 | $2,087,688 | |
| 3 | AHR |
American Healthcare REIT, Inc.
|
15,866 | $827,411 | |
| 4 | OHI |
Omega Healthcare Investors Inc
|
12,855 | $612,926 | |
| 5 | DOC |
Healthpeak Properties, Inc.
|
26,121 | $558,989 | |
| 6 | CTRE |
CareTrust REIT, Inc.
|
12,111 | $488,678 | |
| 7 | HR |
Healthcare Realty Trust Inc
|
20,554 | $414,574 | |
| 8 | MPT |
Medical Properties Trust Inc
This page
|
46,755 | $216,008 |
All Filings in MPT
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $216,008 | 46,755 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $201,372 | 43,493 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $169,345 | 33,869 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $280,619 | 55,349 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $143,061 | 33,193 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $128,324 | 21,281 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $85,043 | 21,530 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $125,213 | 21,404 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $70,274 | 16,305 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $63,473 | 13,505 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $91,070 | 18,548 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $109,043 | 20,008 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $271,781 | 29,350 | Shares | Other | 2023-08-15 | |
| 2023-03-31 | $288,579 | 35,107 | Shares | Other | 2023-05-03 | |
| No filing history on record for this holder in this stock. | ||||||