Position in MPT
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$392,048
+$3,874 QoQ
Shares Held
84,859
+1.2% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#23
of 121 holders
Holding Since
Mar 2023
13 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, 2026PFG Investments, LLC holds $7,035,760 across 8 REIT - Healthcare Facilities names. MPT ranks #5 (5.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
8,278 | $1,878,857 | |
| 2 | SILA |
Sila Realty Trust, Inc.
|
54,198 | $1,645,451 | |
| 3 | OHI |
Omega Healthcare Investors Inc
|
33,826 | $1,612,823 | |
| 4 | DOC |
Healthpeak Properties, Inc.
|
31,000 | $663,400 | |
| 5 | MPT |
Medical Properties Trust Inc
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|
84,859 | $392,048 | |
| 6 | AHR |
American Healthcare REIT, Inc.
|
6,425 | $335,063 | |
| 7 | VTR |
Ventas, Inc.
|
3,333 | $295,970 | |
| 8 | HR |
Healthcare Realty Trust Inc
|
10,518 | $212,148 |
All Filings in MPT
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $392,048 | 84,859 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $388,174 | 83,839 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $414,780 | 82,956 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $416,637 | 82,177 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $351,346 | 81,519 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $560,874 | 93,014 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $379,227 | 96,007 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $461,214 | 78,840 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $368,970 | 85,608 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $416,683 | 88,656 | Shares | Sole | 2024-04-22 | |
| 2023-09-30 | $167,113 | 30,663 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $305,237 | 32,963 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $206,741 | 25,151 | Shares | Sole | 2023-05-11 | |
| No filing history on record for this holder in this stock. | ||||||