MPW β€” MEDICAL PPTYS TRUST INC

Ownership history in Concorde Asset Management, LLC  Β·  6 quarters on record

AI Ownership Summary

Concorde Asset Management, LLC reported MEDICAL PPTYS TRUST INC (MPW) in 6 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.29% in 2025 Q3. The latest visible filing shows MPW at 0.27% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this MPW ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Concorde Asset Management, LLC's position in MEDICAL PPTYS TRUST INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

MPW was reported at 0.27% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.29% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Concorde Asset Management, LLC held MPW β€” position size vs. price
% of Fund (quarterly)    MPW price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 136,506 +9,831 +7.8% 0.27% $683K 2026-02-14 (Est.) $5.34
2025 Q3 ADDED 126,675 +40,700 +47.3% 0.29% $687K 2025-11-14 $4.78
2024 Q3 ADDED 85,975 +19,273 +28.9% 0.28% $503K 2024-11-12 $3.92
2024 Q2 ADDED 66,702 +13,002 +24.2% 0.18% $287K 2024-08-12 $3.98
2024 Q1 ADDED 53,700 +26,546 +97.8% 0.17% $252K 2024-05-15 $4.67
2023 Q4 INITIATED 27,154 β€” β€” 0.09% $133K 2024-02-15 $3.23

FAQ About Concorde Asset Management, LLC and MPW

These are the practical questions this page is built to answer before you even open the full history table.

How long has Concorde Asset Management, LLC reported owning MPW?

Concorde Asset Management, LLC reported MPW across 6 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported MPW position in Concorde Asset Management, LLC's portfolio?

The largest reported portfolio weight for MPW was 0.29% in 2025 Q3.

What is the latest reported MPW position on this page?

The most recent filing on this page is 2025 Q4, when Concorde Asset Management, LLC reported 136,506 shares, equal to 0.27% of portfolio, with an estimated market value of $683K.

What does the chart on this MPW ownership page compare?

The chart compares Concorde Asset Management, LLC's quarterly MPW portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to Concorde Asset Management, LLC Holdings