Position in MPT
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$488,606
+$12,870 QoQ
Shares Held
105,759
+2.9% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#158
of 486 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 9%
Shared 0%
None 91%
Common Shares in MPT Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026Compound Planning, Inc. holds $4,369,840 across 4 REIT - Healthcare Facilities names. MPT ranks #4 (11.2% of the industry book) .
All Filings in MPT
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $488,606 | 105,759 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $475,736 | 102,751 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $517,695 | 103,539 | Shares | Defined | 2026-02-19 | |
| 2025-09-30 | $540,750 | 106,657 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $414,169 | 96,095 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $417,565 | 69,248 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $282,871 | 71,613 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $566,250 | 96,795 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $443,279 | 102,849 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $520,045 | 110,648 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $582,546 | 118,645 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $715,824 | 131,344 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $1,293,797 | 139,719 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $1,171,547 | 142,524 | Shares | Sole | 2023-06-07 | |
| No filing history on record for this holder in this stock. | ||||||