Position in MPT
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$87,308
-$6,977 QoQ
Shares Held
18,898
-7.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#291
of 486 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MPT Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026PDS Planning, Inc holds $1,366,359 across 3 REIT - Healthcare Facilities names. MPT ranks #3 (6.4% of the industry book) .
All Filings in MPT
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $87,308 | 18,898 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $94,285 | 20,364 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $75,410 | 15,082 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $76,156 | 15,021 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $65,141 | 15,114 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $78,251 | 12,977 | Shares | Sole | 2025-04-24 | |
| No filing history on record for this holder in this stock. | ||||||