Diversify Advisory Services, LLC
Position in MPT — Medical Properties Trust Inc
CIK 2021232
SANDY, UT
Position in MPT
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$1,406,506
+$1,351,377 QoQ
Shares Held
303,781
+2275.0% QoQ
Ownership
0.051%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
2 quarters on record
Voting authority
Sole 22%
Shared 0%
None 78%
Common Shares in MPT Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Mar 31, 2026Diversify Advisory Services, LLC holds $8,439,119 across 7 REIT - Healthcare Facilities names. MPT ranks #3 (16.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OHI |
Omega Healthcare Investors Inc
|
36,231 | $1,587,642 | |
| 2 | SBRA |
Sabra Health Care REIT, Inc.
|
81,104 | $1,559,629 | |
| 3 | MPT |
Medical Properties Trust Inc
This page
|
303,781 | $1,406,506 | |
| 4 | LTC |
Ltc Properties Inc
|
37,494 | $1,393,277 | |
| 5 | DOC |
Healthpeak Properties, Inc.
|
71,739 | $1,178,671 | |
| 6 | SILA |
Sila Realty Trust, Inc.
|
38,323 | $907,488 | |
| 7 | AHR |
American Healthcare REIT, Inc.
|
8,607 | $405,906 |
All Filings in MPT
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,406,506 | 303,781 | Shares | Sole | 2026-05-04 | |
| 2025-06-30 | $55,129 | 12,791 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||