AA
MPT

Advisory Advocates’s Medical Properties Trust MPT Stock Holding History

Advisory Advocates’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
Q2 		$563K Buy
121,880
+10,700
+10% +$53K 0.48% 70
2026
Q1 		$515K Buy
111,180
+25,950
+30% +$135K 0.53% 72
2025
Q4 		$426K Buy
+85,230
New +$444K 0.42% 82

Other funds holding MPT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
WAM
Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Advisory Advocates's MPT Position: Q2 2026 in Review

Advisory Advocates increased its Medical Properties Trust (MPT) stake by 9.6% in Q2 2026, buying an estimated $53K and bringing the position to 121,880 shares worth $563K. The position accounts for 0.48% of the portfolio, ranked #70.

Advisory Advocates first reported a position in MPT in Q4 2025 and has held it in 3 quarters since. 455 funds tracked by Wall St. Rank hold MPT as of Q2 2026.

  • Advisory Advocates held 121,880 shares of Medical Properties Trust worth $563K as of Q2 2026.
  • Advisory Advocates bought 10,700 Medical Properties Trust shares in Q2 2026, an estimated $53K.
  • Medical Properties Trust made up 0.48% of Advisory Advocates's portfolio in Q2 2026, its #70 holding.
  • Advisory Advocates first reported a position in Medical Properties Trust in Q4 2025 and has held it in 3 quarters since.
  • 455 funds tracked by Wall St. Rank held Medical Properties Trust as of Q2 2026.

Based on Advisory Advocates's 13F filing for Q2 2026, filed 10 Aug 2026.