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Adams Asset Advisors’s Medical Properties Trust MPT Stock Holding History

Adams Asset Advisors’s Portfolio MPT Stock Details MPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$739K Hold
213,470
– – 0.08% 87
2026
Q2 		$986K Sell
213,470
-57,756
-21% -$286K 0.11% 76
2026
Q1 		$1.26M Hold
271,226
– – 0.14% 69
2025
Q4 		$1.36M Hold
271,226
– – 0.18% 63
2025
Q3 		$1.38M Hold
271,226
– – 0.18% 63
2025
Q2 		$1.17M Hold
271,226
– – 0.16% 67
2025
Q1 		$1.64M Sell
271,226
-225,000
-45% -$1.14M 0.22% 52
2024
Q4 		$1.96M Buy
496,226
+60,081
+14% +$269K 0.25% 51
2024
Q3 		$2.55M Hold
436,145
– – 0.34% 46
2024
Q2 		$1.88M Buy
436,145
+37,652
+9% +$180K 0.25% 45
2024
Q1 		$1.87M Buy
398,493
+6,364
+2% +$24.4K 0.24% 46
2023
Q4 		$1.93M Buy
392,129
+68,290
+21% +$334K 0.26% 46
2023
Q3 		$1.76M Buy
323,839
+150,000
+86% +$1.2M 0.24% 50
2023
Q2 		$1.61M Buy
173,839
+3,810
+2% +$32.2K 0.23% 52
2023
Q1 		$1.4M Buy
170,029
+127,000
+295% +$1.4M 0.19% 57
2022
Q4 		$479K Buy
43,029
+22,729
+112% +$264K 0.06% 72
2022
Q3 		$240K Sell
20,300
-25,506
-56% -$386K 0.04% 70
2022
Q2 		$699K Hold
45,806
– – 0.11% 63
2022
Q1 		$968K Hold
45,806
– – 0.14% 58
2021
Q4 		$1.08M Buy
45,806
+4,875
+12% +$104K 0.2% 60
2021
Q3 		$821K Buy
+40,931
New +$839K 0.17% 60

Other funds holding MPT

TW
ticino wealth Mission Viejo, California $324M AUM 26.97% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
PDN
Pensionfund DSM Netherlands Sittard, Netherlands $170M AUM 7.16% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
PS
Pensionfund Sabic Sittard, Netherlands $82.9M AUM 10.69% 1-Year Est. Return
ACA
Affinity Capital Advisors Berkeley, California $856M AUM 17.43% 1-Year Est. Return
BWM
BCO Wealth Management Carlsbad, New Mexico $185M AUM 9% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
PCM
Park Capital Management Madison, Wisconsin $197M AUM 77.17% 1-Year Est. Return

Adams Asset Advisors's MPT Position: Q3 2026 in Review

Adams Asset Advisors held its Medical Properties Trust (MPT) position steady in Q3 2026 at 213,470 shares worth $739K. The position accounts for 0.08% of the portfolio, ranked #87.

Adams Asset Advisors first reported a position in MPT in Q3 2021 and has held it in 21 quarters since. The position peaked at $2.55M in Q3 2024. 34 funds tracked by Wall St. Rank hold MPT as of Q3 2026.

  • Adams Asset Advisors held 213,470 shares of Medical Properties Trust worth $739K as of Q3 2026.
  • Adams Asset Advisors left its Medical Properties Trust share count unchanged in Q3 2026.
  • Medical Properties Trust made up 0.08% of Adams Asset Advisors's portfolio in Q3 2026, its #87 holding.
  • Adams Asset Advisors first reported a position in Medical Properties Trust in Q3 2021 and has held it in 21 quarters since.
  • Adams Asset Advisors's Medical Properties Trust position peaked at $2.55M in Q3 2024.
  • 34 funds tracked by Wall St. Rank held Medical Properties Trust as of Q3 2026.

Based on Adams Asset Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.