Affiance Financial’s Medical Properties Trust MPT Stock Holding History

Affiance Financial’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	$260K	Hold	56,321	–	–	0.04%	98
2026 Q1	$261K	Hold	56,321	–	–	0.04%	95
2025 Q4	$282K	Hold	56,321	–	–	0.05%	92
2025 Q3	$286K	Hold	56,321	–	–	0.05%	90
2025 Q2	$243K	Hold	56,321	–	–	0.05%	94
2025 Q1	$340K	Hold	56,321	–	–	0.08%	79
2024 Q4	$222K	Hold	56,321	–	–	0.05%	99
2024 Q3	$329K	Hold	56,321	–	–	0.08%	82
2024 Q2	$243K	Hold	56,321	–	–	0.06%	86
2024 Q1	$265K	Hold	56,321	–	–	0.07%	85
2023 Q4	$277K	Sell	56,321 -909	-2%	-$4.45K	0.08%	90
2023 Q3	$312K	Hold	57,230	–	–	0.16%	79
2023 Q2	$530K	Hold	57,230	–	–	0.26%	64
2023 Q1	$470K	Buy	57,230 +51,821	+958%	+$572K	0.25%	67
2022 Q4	$60.3K	Buy	+5,409	New	+$62.9K	0.02%	161

Other funds holding MPT

WAM

Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

ticino wealth Mission Viejo, California $317M AUM

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Affiance Financial's MPT Position: Q2 2026 in Review

Affiance Financial held its Medical Properties Trust (MPT) position steady in Q2 2026 at 56,321 shares worth $260K. The position accounts for 0.04% of the portfolio, ranked #98.

Affiance Financial first reported a position in MPT in Q4 2022 and has held it in 15 quarters since. The position peaked at $530K in Q2 2023. 158 funds tracked by Wall St. Rank hold MPT as of Q2 2026.

Affiance Financial held 56,321 shares of Medical Properties Trust worth $260K as of Q2 2026.
Affiance Financial left its Medical Properties Trust share count unchanged in Q2 2026.
Medical Properties Trust made up 0.04% of Affiance Financial's portfolio in Q2 2026, its #98 holding.
Affiance Financial first reported a position in Medical Properties Trust in Q4 2022 and has held it in 15 quarters since.
Affiance Financial's Medical Properties Trust position peaked at $530K in Q2 2023.
158 funds tracked by Wall St. Rank held Medical Properties Trust as of Q2 2026.

Based on Affiance Financial's 13F filing for Q2 2026, filed 9 Jul 2026.