AC
MPT

Apella Capital’s Medical Properties Trust MPT Stock Holding History

Apella Capital’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 		$55.6K Hold
12,187
– – ﹤0.01% 696
2026
Q1 		$63.7K Buy
12,187
+1,661
+16% +$8.66K ﹤0.01% 671
2025
Q4 		$52.6K Hold
10,526
– – ﹤0.01% 527
2025
Q3 		$55.4K Buy
10,526
+483
+5% +$2.13K ﹤0.01% 470
2025
Q2 		$42.3K Buy
+10,043
New +$49.6K ﹤0.01% 419

Other funds holding MPT

WAM
Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
PDN
Pensionfund DSM Netherlands Sittard, Netherlands $194M AUM 19.57% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
AF
Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return

Apella Capital's MPT Position: Q2 2026 in Review

Apella Capital held its Medical Properties Trust (MPT) position steady in Q2 2026 at 12,187 shares worth $55.6K. The position accounts for ﹤0.01% of the portfolio, ranked #696.

Apella Capital first reported a position in MPT in Q2 2025 and has held it in 5 quarters since. The position peaked at $63.7K in Q1 2026. 49 funds tracked by Wall St. Rank hold MPT as of Q2 2026.

  • Apella Capital held 12,187 shares of Medical Properties Trust worth $55.6K as of Q2 2026.
  • Apella Capital left its Medical Properties Trust share count unchanged in Q2 2026.
  • Medical Properties Trust made up ﹤0.01% of Apella Capital's portfolio in Q2 2026, its #696 holding.
  • Apella Capital first reported a position in Medical Properties Trust in Q2 2025 and has held it in 5 quarters since.
  • Apella Capital's Medical Properties Trust position peaked at $63.7K in Q1 2026.
  • 49 funds tracked by Wall St. Rank held Medical Properties Trust as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.