Golden State Wealth Management, LLC
Position in MPT — Medical Properties Trust Inc
CIK 1776033
SANTA ANA, CA
Position in MPT
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$1,252
+$21 QoQ
Shares Held
271
+1.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#444
of 486 holders
Holding Since
Sep 2020
8 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, 2026Golden State Wealth Management, LLC holds $587,291 across 5 REIT - Healthcare Facilities names. MPT ranks #4 (0.2% of the industry book) .
All Filings in MPT
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,252 | 271 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $1,231 | 266 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $1,390 | 278 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,409 | 278 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $1,198 | 278 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $1,579 | 262 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $1,481 | 375 | Shares | Sole | 2025-01-28 | |
| 2020-09-30 | $21,420 | 1,215 | Shares | Sole | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||