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 Q3	$39.8K	Buy	12,320 +133	+1%	+$559	﹤0.01%	782
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

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

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

AAA

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

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 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

Apella Capital's MPT Position: Q3 2026 in Review

Apella Capital increased its Medical Properties Trust (MPT) stake by 1.1% in Q3 2026, buying an estimated $559 and bringing the position to 12,320 shares worth $39.8K. The position accounts for ﹤0.01% of the portfolio, ranked #782.

Apella Capital first reported a position in MPT in Q2 2025 and has held it in 6 quarters since. The position peaked at $63.7K in Q1 2026. 67 funds tracked by Wall St. Rank hold MPT as of Q3 2026.

Apella Capital held 12,320 shares of Medical Properties Trust worth $39.8K as of Q3 2026.
Apella Capital bought 133 Medical Properties Trust shares in Q3 2026, an estimated $559.
Medical Properties Trust made up ﹤0.01% of Apella Capital's portfolio in Q3 2026, its #782 holding.
Apella Capital first reported a position in Medical Properties Trust in Q2 2025 and has held it in 6 quarters since.
Apella Capital's Medical Properties Trust position peaked at $63.7K in Q1 2026.
67 funds tracked by Wall St. Rank held Medical Properties Trust as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.