Position in MPT
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$56,303
-$122 QoQ
Shares Held
12,187
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#340
of 486 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MPT Over Time
Shares Held
Position Value (USD)
Derivatives in MPT
reported options exposure · as of Jun 30, 2025CallValue
$0
CallShares
0
PutValue
$54,737
PutShares
12,700
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026Apella Capital, LLC holds $1,425,613 across 2 REIT - Healthcare Facilities names. MPT ranks #2 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
6,033 | $1,369,310 | |
| 2 | MPT |
Medical Properties Trust Inc
This page
|
12,187 | $56,303 |
All Filings in MPT
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $56,303 | 12,187 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $56,425 | 12,187 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $52,630 | 10,526 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $53,366 | 10,526 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $54,737 | 12,700 | Put | Sole | 2025-07-08 | |
| 2025-06-30 | $43,285 | 10,043 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $33,168 | 12,700 | Put | Sole | 2025-04-10 | |
| No filing history on record for this holder in this stock. | ||||||