Position in MPT
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$57,786
-$1,859 QoQ
Shares Held
12,508
+4.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#338
of 486 holders
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 10%
Shared 0%
None 90%
Common Shares in MPT Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026QTR Family Wealth, LLC holds $888,012 across 3 REIT - Healthcare Facilities names. MPT ranks #3 (6.5% of the industry book) .
All Filings in MPT
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $57,786 | 12,508 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $59,645 | 11,929 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $54,776 | 10,804 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||