Bruce G. Allen Investments’s Medical Properties Trust MPT Stock Holding History

Bruce G. Allen Investments’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	$2.28K	Hold	494	–	–	﹤0.01%	664
2026 Q1	$2.29K	Hold	494	–	–	﹤0.01%	676
2025 Q4	$2.47K	Hold	494	–	–	﹤0.01%	664
2025 Q3	$2.5K	Sell	494 -2	-0.4%	-$9	﹤0.01%	667
2025 Q2	$2.14K	Hold	496	–	–	﹤0.01%	696
2025 Q1	$2.99K	Buy	496 +133	+37%	+$672	﹤0.01%	638
2024 Q4	$1.43K	Buy	363 +24	+7%	+$107	﹤0.01%	762
2024 Q3	$1.98K	Hold	339	–	–	﹤0.01%	712
2024 Q2	$1.46K	Buy	339 +99	+41%	+$474	﹤0.01%	728
2024 Q1	$1.13K	Buy	240 +204	+567%	+$781	﹤0.01%	767
2023 Q4	$177	Buy	+36	New	+$176	﹤0.01%	998

Other funds holding MPT

WAM

Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

ticino wealth Mission Viejo, California $317M AUM

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

DWM

Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Bruce G. Allen Investments's MPT Position: Q2 2026 in Review

Bruce G. Allen Investments held its Medical Properties Trust (MPT) position steady in Q2 2026 at 494 shares worth $2.28K. The position accounts for ﹤0.01% of the portfolio, ranked #664.

Bruce G. Allen Investments first reported a position in MPT in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.99K in Q1 2025. 154 funds tracked by Wall St. Rank hold MPT as of Q2 2026.

Bruce G. Allen Investments held 494 shares of Medical Properties Trust worth $2.28K as of Q2 2026.
Bruce G. Allen Investments left its Medical Properties Trust share count unchanged in Q2 2026.
Medical Properties Trust made up ﹤0.01% of Bruce G. Allen Investments's portfolio in Q2 2026, its #664 holding.
Bruce G. Allen Investments first reported a position in Medical Properties Trust in Q4 2023 and has held it in 11 quarters since.
Bruce G. Allen Investments's Medical Properties Trust position peaked at $2.99K in Q1 2025.
154 funds tracked by Wall St. Rank held Medical Properties Trust as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.