MERCER GLOBAL ADVISORS INC /ADV
Position in MPT — Medical Properties Trust Inc
CIK 853758
DENVER, CO
Position in MPT
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$996,311
-$950,344 QoQ
Shares Held
215,186
-44.7% QoQ
Ownership
0.036%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 31%
Shared 0%
None 69%
Common Shares in MPT Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Mar 31, 2026MERCER GLOBAL ADVISORS INC /ADV holds $50,963,328 across 14 REIT - Healthcare Facilities names. MPT ranks #7 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
138,210 | $27,325,499 | |
| 2 | VTR |
Ventas, Inc.
|
98,408 | $8,047,806 | |
| 3 | OHI |
Omega Healthcare Investors Inc
|
137,146 | $6,009,737 | |
| 4 | AHR |
American Healthcare REIT, Inc.
|
53,240 | $2,510,798 | |
| 5 | HR |
Healthcare Realty Trust Inc
|
113,250 | $1,924,117 | |
| 6 | SBRA |
Sabra Health Care REIT, Inc.
|
59,643 | $1,146,934 | |
| 7 | MPT |
Medical Properties Trust Inc
This page
|
215,186 | $996,311 | |
| 8 | CTRE |
CareTrust REIT, Inc.
|
23,082 | $845,955 |
All Filings in MPT
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $996,311 | 215,186 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,946,655 | 389,331 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $1,193,026 | 235,311 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $368,884 | 85,588 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $612,183 | 101,523 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $332,317 | 84,131 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $504,217 | 86,191 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $352,286 | 81,737 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $509,423 | 108,388 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $457,381 | 93,153 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $546,776 | 100,326 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $1,200,521 | 129,646 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $927,462 | 112,830 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $1,355,793 | 121,705 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $889,571 | 75,006 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $1,220,637 | 79,937 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $1,754,704 | 83,004 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $1,821,565 | 77,087 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $1,515,244 | 75,498 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $1,543,338 | 76,783 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,408,097 | 66,170 | Shares | Sole | 2021-08-10 | |
| 2020-12-31 | $839,176 | 38,512 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $662,764 | 37,593 | Shares | Sole | 2020-12-10 | |
| 2020-06-30 | $691,163 | 36,764 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $1,145,963 | 66,279 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||