Position in MPT
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$346,490
+$19,251 QoQ
Shares Held
74,998
+6.1% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#191
of 486 holders
Holding Since
Dec 2021
12 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, 2026HB Wealth Management, LLC holds $7,898,326 across 7 REIT - Healthcare Facilities names. MPT ranks #5 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
18,444 | $4,186,234 | |
| 2 | VTR |
Ventas, Inc.
|
17,724 | $1,573,891 | |
| 3 | DOC |
Healthpeak Properties, Inc.
|
36,419 | $779,366 | |
| 4 | HR |
Healthcare Realty Trust Inc
|
23,006 | $464,031 | |
| 5 | MPT |
Medical Properties Trust Inc
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|
74,998 | $346,490 | |
| 6 | OHI |
Omega Healthcare Investors Inc
|
7,210 | $343,772 | |
| 7 | SBRA |
Sabra Health Care REIT, Inc.
|
10,484 | $204,542 |
All Filings in MPT
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $346,490 | 74,998 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $327,239 | 70,678 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $339,990 | 67,998 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $269,754 | 53,206 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $172,856 | 40,106 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $233,101 | 38,657 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $142,523 | 36,082 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $201,351 | 34,419 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $57,262 | 13,286 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $61,353 | 13,054 | Shares | Sole | 2024-04-30 | |
| 2022-03-31 | $229,178 | 10,841 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $250,926 | 10,619 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||