BARTLETT & CO. WEALTH MANAGEMENT LLC
Position in MPT — Medical Properties Trust Inc
CIK 2010186
CINCINNATI, OH
Position in MPT
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,256
-$281 QoQ
Shares Held
272
-18.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#443
of 486 holders
Holding Since
Mar 2020
22 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, 2026BARTLETT & CO. WEALTH MANAGEMENT LLC holds $421,934 across 8 REIT - Healthcare Facilities names. MPT ranks #8 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CTRE |
CareTrust REIT, Inc.
|
4,014 | $161,964 | |
| 2 | OHI |
Omega Healthcare Investors Inc
|
3,200 | $152,576 | |
| 3 | WELL |
Welltower Inc.
|
116 | $26,328 | |
| 4 | VTR |
Ventas, Inc.
|
296 | $26,284 | |
| 5 | HR |
Healthcare Realty Trust Inc
|
1,008 | $20,331 | |
| 6 | SILA |
Sila Realty Trust, Inc.
|
643 | $19,521 | |
| 7 | DOC |
Healthpeak Properties, Inc.
|
639 | $13,674 | |
| 8 | MPT |
Medical Properties Trust Inc
This page
|
272 | $1,256 |
All Filings in MPT
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,256 | 272 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,537 | 332 | Shares | Sole | 2026-05-06 | |
| 2025-03-31 | $15,678 | 2,600 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $69,520 | 17,600 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $211,185 | 36,100 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $90,941 | 21,100 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $99,170 | 21,100 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $103,601 | 21,100 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $68,670 | 12,600 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $102,786 | 11,100 | Shares | Sole | 2024-02-14 | |
| 2023-03-31 | $21,372 | 2,600 | Shares | Sole | 2024-02-14 | |
| 2022-12-31 | $28,964 | 2,600 | Shares | Sole | 2024-02-14 | |
| 2022-09-30 | $30,836 | 2,600 | Shares | Sole | 2024-02-14 | |
| 2022-06-30 | $39,702 | 2,600 | Shares | Sole | 2024-02-14 | |
| 2022-03-31 | $54,964 | 2,600 | Shares | Sole | 2024-02-14 | |
| 2021-09-30 | $53,647 | 2,673 | Shares | Sole | 2024-02-14 | |
| 2021-06-30 | $52,260 | 2,600 | Shares | Sole | 2024-02-14 | |
| 2021-03-31 | $55,328 | 2,600 | Shares | Sole | 2024-02-14 | |
| 2020-12-31 | $56,654 | 2,600 | Shares | Sole | 2024-02-13 | |
| 2020-09-30 | $45,838 | 2,600 | Shares | Sole | 2024-02-13 | |
| 2020-06-30 | $48,880 | 2,600 | Shares | Sole | 2024-02-13 | |
| 2020-03-31 | $44,954 | 2,600 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||