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CAPTRUST FINANCIAL ADVISORS: MPT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CAPTRUST FINANCIAL ADVISORS on MPT, newest first. How the timeline and the estimate are built.

CAPTRUST FINANCIAL ADVISORS held 203,965 MPT shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 203,965 shares
    Change vs previous 13F +17,873 shares

    <0.01% of the 13F portfolio, value $942,319.

    13F-HR 0001062993-26-004295 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 186,092 shares
    Change vs previous 13F -11,491 shares

    <0.01% of the 13F portfolio, value $861,583.

    13F-HR 0001062993-26-002655 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 197,583 shares
    Change vs previous 13F +42,347 shares

    <0.01% of the 13F portfolio, value $987,917.

    13F-HR 0001062993-26-000955 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 155,236 shares
    Change vs previous 13F +54,283 shares

    <0.01% of the 13F portfolio, value $787,045.

    13F-HR 0001062993-25-016947 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 100,953 shares
    Change vs previous 13F +1,785 shares

    <0.01% of the 13F portfolio, value $435,106.

    13F-HR 0001062993-25-014473 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 99,168 shares
    Change vs previous 13F -15,279 shares

    <0.01% of the 13F portfolio, value $597,983.

    13F-HR 0001062993-25-009406 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 114,447 shares
    Change vs previous 13F +25,218 shares

    <0.01% of the 13F portfolio, value $452,064.

    13F-HR 0001062993-25-002458 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 89,229 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $521,992.

    13F-HR 0001062993-24-019125 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).