Position in MPT
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$17,422
+$3,278 QoQ
Shares Held
3,771
+23.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#379
of 477 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)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026True Wealth Design, LLC holds $230,176 across 12 REIT - Healthcare Facilities names. MPT ranks #5 (7.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OHI |
Omega Healthcare Investors Inc
|
1,375 | $65,560 | |
| 2 | WELL |
Welltower Inc.
|
276 | $62,643 | |
| 3 | VTR |
Ventas, Inc.
|
484 | $42,979 | |
| 4 | HR |
Healthcare Realty Trust Inc
|
888 | $17,910 | |
| 5 | MPT |
Medical Properties Trust Inc
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|
3,771 | $17,422 | |
| 6 | DOC |
Healthpeak Properties, Inc.
|
610 | $13,054 | |
| 7 | SBRA |
Sabra Health Care REIT, Inc.
|
239 | $4,662 | |
| 8 | CHCT |
Community Healthcare Trust Inc
|
155 | $2,833 |
All Filings in MPT
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,422 | 3,771 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $14,144 | 3,055 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $23,795 | 4,759 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $11,442 | 2,257 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $159 | 37 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $578 | 96 | Shares | Sole | 2025-05-13 | |
| No filing history on record for this holder in this stock. | ||||||