Summit Financial, LLC

Position in MPT — Medical Properties Trust Inc

CIK 1765536 PARSIPPANY, NJ

Position in MPT

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$55,263

-$4,512 QoQ

Shares Held

11,936

-0.2% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2024

9 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Real Estate · as of Mar 31, 2026

Summit Financial, LLC holds $4,472,769 across 5 REIT - Healthcare Facilities names. MPT ranks #5 (1.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DHC	Diversified Healthcare Trust	225,883	$1,499,863
2	OHI	Omega Healthcare Investors Inc	33,835	$1,482,649
3	WELL	Welltower Inc.	6,344	$1,254,272
4	HR	Healthcare Realty Trust Inc	10,637	$180,722
5	MPT	Medical Properties Trust Inc This page	11,936	$55,263

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$55,263	11,936	-0.2%	Shares	Sole	2026-05-15
2025-12-31	$59,775	11,955	-27.4%	Shares	Sole	2026-02-13
2025-09-30	$83,452	16,460	-32.1%	Shares	Sole	2025-11-14
2025-06-30	$104,526	24,252	+37.8%	Shares	Sole	2025-08-13
2025-03-31	$106,091	17,594	-26.0%	Shares	Sole	2025-05-14
2024-12-31	$93,923	23,778	+2.8%	Shares	Sole	2025-02-12
2024-09-30	$135,263	23,122	-11.2%	Shares	Sole	2024-11-12
2024-06-30	$112,176	26,027	+75.9%	Shares	Sole	2024-07-31
2024-03-31	$69,527	14,793	—	Shares	Sole	2024-04-24
No filing history on record for this holder in this stock.