Capital Advisors Ltd’s Medical Properties Trust MPT Stock Holding History

Capital Advisors Ltd’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	$1K	Hold	204	–	–	﹤0.01%	1268
2026 Q1	$1K	Hold	204	–	–	﹤0.01%	1259
2025 Q4	$1K	Hold	204	–	–	﹤0.01%	1236
2025 Q3	$1K	Sell	204 -1,995	-91%	-$8.79K	﹤0.01%	1238
2025 Q2	$9K	Hold	2,199	–	–	﹤0.01%	819
2025 Q1	$13K	Hold	2,199	–	–	﹤0.01%	714
2024 Q4	$9K	Sell	2,199 -1,314	-37%	-$5.89K	﹤0.01%	814
2024 Q3	$21K	Sell	3,513 -8	-0.2%	-$39	﹤0.01%	605
2024 Q2	$15K	Buy	3,521 +21	+0.6%	+$101	﹤0.01%	652
2024 Q1	$16K	Buy	+3,500	New	+$13.4K	﹤0.01%	628
2023 Q4	–	Sell	-529	Closed	-$3K	–	1410
2023 Q3	$3K	Sell	529 -85	-14%	-$681	﹤0.01%	941
2023 Q2	$6K	Buy	614 +32	+5%	+$271	﹤0.01%	800
2023 Q1	$5K	Buy	582 +549	+1,664%	+$6.06K	﹤0.01%	694
2022 Q4	$0	Buy	+33	New	+$384	﹤0.01%	1477
2022 Q3	–	Sell	-36	Closed	-$1K	–	1407
2022 Q2	$1K	Buy	+36	New	+$648	﹤0.01%	835

Other funds holding MPT

WAM

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

Citigroup New York $303B AUM 53.02% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Capital Advisors Ltd's MPT Position: Q2 2026 in Review

Capital Advisors Ltd held its Medical Properties Trust (MPT) position steady in Q2 2026 at 204 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1268.

Capital Advisors Ltd first reported a position in MPT in Q2 2022 and has held it in 15 quarters since. The position peaked at $21K in Q3 2024. 158 funds tracked by Wall St. Rank hold MPT as of Q2 2026.

Capital Advisors Ltd held 204 shares of Medical Properties Trust worth $1K as of Q2 2026.
Capital Advisors Ltd left its Medical Properties Trust share count unchanged in Q2 2026.
Medical Properties Trust made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #1268 holding.
Capital Advisors Ltd first reported a position in Medical Properties Trust in Q2 2022 and has held it in 15 quarters since.
Capital Advisors Ltd's Medical Properties Trust position peaked at $21K in Q3 2024.
158 funds tracked by Wall St. Rank held Medical Properties Trust as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.