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 Q3	$198K	Buy	57,366 +1,045	+2%	+$4.39K	0.03%	110
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

ticino wealth Mission Viejo, California $324M AUM 26.97% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return

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 Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Pensionfund Sabic Sittard, Netherlands $82.9M AUM 10.69% 1-Year Est. Return

Fulcrum Capital Seattle, Washington $525M AUM 23.04% 1-Year Est. Return

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

Affiance Financial's MPT Position: Q3 2026 in Review

Affiance Financial increased its Medical Properties Trust (MPT) stake by 1.9% in Q3 2026, buying an estimated $4.39K and bringing the position to 57,366 shares worth $198K. The position accounts for 0.03% of the portfolio, ranked #110.

Affiance Financial first reported a position in MPT in Q4 2022 and has held it in 16 quarters since. The position peaked at $530K in Q2 2023. 50 funds tracked by Wall St. Rank hold MPT as of Q3 2026.

Affiance Financial held 57,366 shares of Medical Properties Trust worth $198K as of Q3 2026.
Affiance Financial bought 1,045 Medical Properties Trust shares in Q3 2026, an estimated $4.39K.
Medical Properties Trust made up 0.03% of Affiance Financial's portfolio in Q3 2026, its #110 holding.
Affiance Financial first reported a position in Medical Properties Trust in Q4 2022 and has held it in 16 quarters since.
Affiance Financial's Medical Properties Trust position peaked at $530K in Q2 2023.
50 funds tracked by Wall St. Rank held Medical Properties Trust as of Q3 2026.

Based on Affiance Financial's 13F filing for Q3 2026, filed 15 Oct 2026.