BRWA
MPT

B. Riley Wealth Advisors’s Medical Properties Trust MPT Stock Holding History

B. Riley Wealth Advisors’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 		$56.1K Sell
12,142
-679
-5% -$3.37K ﹤0.01% 861
2026
Q1 		$58.5K Sell
12,821
-176
-1% -$918 ﹤0.01% 819
2025
Q4 		$65K Sell
12,997
-7,041
-35% -$36.7K ﹤0.01% 960
2025
Q3 		$102K Buy
20,038
+201
+1% +$885 ﹤0.01% 953
2025
Q2 		$85.5K Buy
+19,837
New +$98K ﹤0.01% 966
2024
Q4 		$104K Buy
25,847
+1,072
+4% +$4.8K ﹤0.01% 1099
2024
Q3 		$145K Sell
24,775
-4,493
-15% -$22.2K ﹤0.01% 1177
2024
Q2 		$130K Sell
29,268
-7,535
-20% -$36.1K ﹤0.01% 1290
2024
Q1 		$206K Buy
36,803
+8,714
+31% +$33.4K 0.01% 1262
2023
Q4 		$142K Sell
28,089
-8,714
-24% -$42.7K ﹤0.01% 1300
2023
Q3 		$206K Sell
36,803
-1,356
-4% -$10.9K 0.01% 1262
2023
Q2 		$364K Buy
38,159
+1,842
+5% +$15.6K 0.01% 1022
2023
Q1 		$308K Buy
36,317
+1,017
+3% +$11.2K 0.01% 1056
2022
Q4 		$403K Sell
35,300
-2,653
-7% -$30.8K 0.01% 880
2022
Q3 		$450K Buy
37,953
+12,712
+50% +$193K 0.01% 802
2022
Q2 		$387K Buy
25,241
+110
+0.4% +$1.98K 0.02% 762
2022
Q1 		$532K Sell
25,131
-758
-3% -$16.3K 0.02% 717
2021
Q4 		$613K Buy
25,889
+18
+0.1% +$386 0.02% 718
2021
Q3 		$521K Buy
25,871
+3,273
+14% +$67.1K 0.02% 761
2021
Q2 		$455K Buy
22,598
+1,844
+9% +$39.4K 0.01% 814
2021
Q1 		$442K Buy
20,754
+4,033
+24% +$86.7K 0.02% 793
2020
Q4 		$365K Sell
16,721
-17,297
-51% -$337K 0.02% 654
2020
Q3 		$621K Buy
34,018
+7,836
+30% +$146K 0.03% 456
2020
Q2 		$493K Sell
26,182
-6,643
-20% -$118K 0.03% 468
2020
Q1 		$569K Buy
32,825
+4,169
+15% +$87.2K 0.05% 355
2019
Q4 		$606K Sell
28,656
-312
-1% -$6.32K 0.05% 364
2019
Q3 		$568K Buy
28,968
+941
+3% +$17.3K 0.06% 366
2019
Q2 		$489K Sell
28,027
-1,748
-6% -$31.5K 0.05% 385
2019
Q1 		$549K Buy
29,775
+16,135
+118% +$288K 0.07% 306
2018
Q4 		$220K Sell
13,640
-3,078
-18% -$48.7K 0.03% 554
2018
Q3 		$249K Buy
16,718
+1,935
+13% +$28.2K 0.03% 564
2018
Q2 		$208K Buy
14,783
+1,143
+8% +$15.1K 0.03% 600
2018
Q1 		$178K Buy
13,640
+1,573
+13% +$20.1K 0.02% 600
2017
Q4 		$167K Sell
12,067
-2,320
-16% -$31.4K 0.02% 591
2017
Q3 		$189K Buy
14,387
+2,912
+25% +$37.5K 0.03% 500
2017
Q2 		$148K Buy
+11,475
New +$153K 0.03% 492
2016
Q4 		– Sell
-11,941
Closed -$178K – 601
2016
Q3 		$178K Buy
11,941
+646
+6% +$9.78K 0.03% 548
2016
Q2 		$172K Buy
11,295
+1,201
+12% +$17K 0.03% 545
2016
Q1 		$131K Sell
10,094
-1,959
-16% -$22.3K 0.03% 500
2015
Q4 		$139K Sell
12,053
-57,976
-83% -$662K 0.03% 507
2015
Q3 		$775K Buy
70,029
+2,243
+3% +$27.8K 0.19% 146
2015
Q2 		$889K Buy
67,786
+3,419
+5% +$47.7K 0.22% 119
2015
Q1 		$949K Sell
64,367
-49,891
-44% -$741K 0.23% 117
2014
Q4 		$8.53K Buy
114,258
+56,067
+96% +$751K 0.18% 120
2014
Q3 		$713K Sell
58,191
-59,067
-50% -$785K 0.19% 146
2014
Q2 		$783K Buy
117,258
+52,667
+82% +$699K 0.18% 120
2014
Q1 		$826K Buy
64,591
+6,250
+11% +$80.3K 0.25% 94
2013
Q4 		$713K Sell
58,341
-1,314
-2% -$16.8K 0.23% 111
2013
Q3 		$726K Sell
59,655
-1,386
-2% -$18.5K 0.25% 96
2013
Q2 		$874K Buy
+61,041
New +$962K 0.3% 74

Other funds holding MPT

WAM
Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return
TW
ticino wealth Mission Viejo, California $317M AUM
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 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
DFG
Demars Financial Group Spokane Valley, Washington $361M AUM 24.02% 1-Year Est. Return

B. Riley Wealth Advisors's MPT Position: Q2 2026 in Review

B. Riley Wealth Advisors reduced its Medical Properties Trust (MPT) stake by 5.3% in Q2 2026, selling an estimated $3.37K and leaving 12,142 shares worth $56.1K. The position accounts for ﹤0.01% of the portfolio, ranked #861.

B. Riley Wealth Advisors first reported a position in MPT in Q2 2013 and has held it in 50 quarters since. The position peaked at $949K in Q1 2015. 77 funds tracked by Wall St. Rank hold MPT as of Q2 2026.

  • B. Riley Wealth Advisors held 12,142 shares of Medical Properties Trust worth $56.1K as of Q2 2026.
  • B. Riley Wealth Advisors sold 679 Medical Properties Trust shares in Q2 2026, an estimated $3.37K.
  • Medical Properties Trust made up ﹤0.01% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #861 holding.
  • B. Riley Wealth Advisors first reported a position in Medical Properties Trust in Q2 2013 and has held it in 50 quarters since.
  • B. Riley Wealth Advisors's Medical Properties Trust position peaked at $949K in Q1 2015.
  • 77 funds tracked by Wall St. Rank held Medical Properties Trust as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.