Ballentine Partners’s Medical Properties Trust MPT Stock Holding History

Ballentine Partners’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	$125K	Sell	26,982 -2,494	-8%	-$12.4K	﹤0.01%	1040
2026 Q1	$136K	Sell	29,476 -2,631	-8%	-$13.7K	﹤0.01%	971
2025 Q4	$161K	Sell	32,107 -456	-1%	-$2.37K	﹤0.01%	939
2025 Q3	$165K	Sell	32,563 -2,299	-7%	-$10.1K	﹤0.01%	945
2025 Q2	$150K	Sell	34,862 -2,306	-6%	-$11.4K	﹤0.01%	910
2025 Q1	$224K	Buy	37,168 +403	+1%	+$2.04K	﹤0.01%	749
2024 Q4	$145K	Sell	36,765 -7,282	-17%	-$32.6K	﹤0.01%	812
2024 Q3	$258K	Sell	44,047 -1,183	-3%	-$5.83K	﹤0.01%	646
2024 Q2	$195K	Buy	45,230 +12,914	+40%	+$61.9K	﹤0.01%	700
2024 Q1	$152K	Buy	32,316 +5,773	+22%	+$22.1K	﹤0.01%	694
2023 Q4	$130K	Buy	+26,543	New	+$130K	﹤0.01%	646
2023 Q3	–	Sell	-10,293	Closed	-$95.3K	–	637
2023 Q2	$95.3K	Buy	+10,293	New	+$87.1K	﹤0.01%	584

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 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 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

Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return

Ballentine Partners's MPT Position: Q2 2026 in Review

Ballentine Partners reduced its Medical Properties Trust (MPT) stake by 8.5% in Q2 2026, selling an estimated $12.4K and leaving 26,982 shares worth $125K. The position accounts for ﹤0.01% of the portfolio, ranked #1040.

Ballentine Partners first reported a position in MPT in Q2 2023 and has held it in 12 quarters since. The position peaked at $258K in Q3 2024. 49 funds tracked by Wall St. Rank hold MPT as of Q2 2026.

Ballentine Partners held 26,982 shares of Medical Properties Trust worth $125K as of Q2 2026.
Ballentine Partners sold 2,494 Medical Properties Trust shares in Q2 2026, an estimated $12.4K.
Medical Properties Trust made up ﹤0.01% of Ballentine Partners's portfolio in Q2 2026, its #1040 holding.
Ballentine Partners first reported a position in Medical Properties Trust in Q2 2023 and has held it in 12 quarters since.
Ballentine Partners's Medical Properties Trust position peaked at $258K in Q3 2024.
49 funds tracked by Wall St. Rank held Medical Properties Trust as of Q2 2026.

Based on Ballentine Partners's 13F filing for Q2 2026, filed 17 Jul 2026.