Wealthspire Retirement, LLC

Pension

Position in MPT — Medical Properties Trust Inc

CIK 2040084 ALISO VIEJO, CA

Position in MPT

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$169,586

-$15,646 QoQ

Shares Held

36,707

-8.2% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#229

of 486 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Wealthspire Retirement, LLC holds $4,288,273 across 3 REIT - Healthcare Facilities names. MPT ranks #3 (4.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WELL	Welltower Inc.	9,965	$2,261,756
2	NHI	National Health Investors Inc	24,350	$1,856,931
3	MPT	Medical Properties Trust Inc This page	36,707	$169,586

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$169,586	36,707	-8.2%	Shares	Sole	2026-08-12
2026-03-31	$185,232	40,007	+1.5%	Shares	Sole	2026-05-13
2025-12-31	$197,130	39,426	-19.0%	Shares	Sole	2026-02-18
2025-09-30	$246,685	48,656	-32.5%	Shares	Sole	2026-02-06
2025-06-30	$310,462	72,033	+1.1%	Shares	Sole	2025-08-12
2025-03-31	$429,589	71,242	-1.0%	Shares	Sole	2025-05-13
2024-12-31	$284,190	71,947	-12.1%	Shares	Sole	2025-02-13
2024-09-30	$479,015	81,883	-16.9%	Shares	Sole	2025-02-13
2024-06-30	$424,716	98,542	-0.0%	Shares	Sole	2025-02-13
2024-03-31	$463,213	98,556	-1.4%	Shares	Sole	2025-02-13
2023-12-31	$490,734	99,946	-11.1%	Shares	Sole	2025-02-13
2023-09-30	$612,966	112,471	-1.5%	Shares	Sole	2025-02-13
2023-06-30	$1,057,806	114,234	+1.7%	Shares	Sole	2025-02-13
2023-03-31	$923,229	112,315	+14.6%	Shares	Sole	2025-02-13
2022-12-31	$1,091,708	97,999	-2.7%	Shares	Sole	2025-02-13
2022-09-30	$1,194,254	100,696	-7.5%	Shares	Sole	2025-02-13
2022-06-30	$1,661,910	108,835	-7.5%	Shares	Sole	2025-02-13
2022-03-31	$2,486,507	117,621	-0.3%	Shares	Sole	2025-02-13
2021-12-31	$2,788,127	117,991	-0.5%	Shares	Sole	2025-02-13
2021-09-30	$2,380,944	118,632	-3.4%	Shares	Sole	2025-02-13
2021-06-30	$2,467,375	122,755	+2.8%	Shares	Sole	2025-02-13
2021-03-31	$2,540,065	119,364	+4.5%	Shares	Sole	2025-02-13
2020-12-31	$2,487,938	114,178	+2.9%	Shares	Sole	2025-02-13
2020-09-30	$1,956,947	111,001	+4.5%	Shares	Sole	2025-02-13
2020-06-30	$1,996,484	106,196	+4.7%	Shares	Sole	2025-02-13
2020-03-31	$1,754,277	101,462	—	Shares	Sole	2025-02-13
No filing history on record for this holder in this stock.