DADC
MPT

D.A. Davidson & Co’s Medical Properties Trust MPT Stock Holding History

D.A. Davidson & Co’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 		$1.09M Buy
236,783
+4,787
+2% +$23.7K 0.01% 940
2026
Q1 		$1.07M Buy
231,996
+11,614
+5% +$60.6K 0.01% 908
2025
Q4 		$1.1M Buy
220,382
+3,424
+2% +$17.8K 0.01% 860
2025
Q3 		$1.1M Buy
216,958
+126,505
+140% +$557K 0.01% 830
2025
Q2 		$390K Sell
90,453
-242
-0.3% -$1.2K ﹤0.01% 1147
2025
Q1 		$547K Sell
90,695
-9,475
-9% -$47.9K ﹤0.01% 980
2024
Q4 		$396K Sell
100,170
-18,086
-15% -$81K ﹤0.01% 1109
2024
Q3 		$692K Buy
118,256
+7,794
+7% +$38.4K 0.01% 895
2024
Q2 		$476K Buy
110,462
+3,231
+3% +$15.5K ﹤0.01% 998
2024
Q1 		$504K Buy
+107,231
New +$411K ﹤0.01% 984
2017
Q3 		– Sell
-1,900
Closed -$24K – 1642
2017
Q2 		$24K Hold
1,900
– – ﹤0.01% 1774
2017
Q1 		$24K Hold
1,900
– – ﹤0.01% 1781
2016
Q4 		$23K Sell
1,900
-169
-8% -$2.19K ﹤0.01% 1882
2016
Q3 		$30K Hold
2,069
– – ﹤0.01% 1723
2016
Q2 		$31K Hold
2,069
– – ﹤0.01% 1593
2016
Q1 		$26K Hold
2,069
– – ﹤0.01% 1632
2015
Q4 		$23K Hold
2,069
– – ﹤0.01% 1666
2015
Q3 		$22K Sell
2,069
-944
-31% -$11.7K ﹤0.01% 1636
2015
Q2 		$39K Sell
3,013
-200
-6% -$2.79K ﹤0.01% 1523
2015
Q1 		$47K Hold
3,213
– – ﹤0.01% 1445
2014
Q4 		$44K Buy
3,213
+1,900
+145% +$25.4K ﹤0.01% 1472
2014
Q3 		$16K Hold
1,313
– – ﹤0.01% 1728
2014
Q2 		$17K Hold
1,313
– – ﹤0.01% 1691
2014
Q1 		$16K Hold
1,313
– – ﹤0.01% 1694
2013
Q4 		$16K Buy
+1,313
New +$16.8K ﹤0.01% 1621

Other funds holding MPT

WAM
Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
TW
ticino wealth Mission Viejo, California $317M AUM
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
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)
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

D.A. Davidson & Co's MPT Position: Q2 2026 in Review

D.A. Davidson & Co increased its Medical Properties Trust (MPT) stake by 2.1% in Q2 2026, buying an estimated $23.7K and bringing the position to 236,783 shares worth $1.09M. The position accounts for 0.01% of the portfolio, ranked #940.

D.A. Davidson & Co first reported a position in MPT in Q4 2013 and has held it in 25 quarters since. The position peaked at $1.1M in Q4 2025. 157 funds tracked by Wall St. Rank hold MPT as of Q2 2026.

  • D.A. Davidson & Co held 236,783 shares of Medical Properties Trust worth $1.09M as of Q2 2026.
  • D.A. Davidson & Co bought 4,787 Medical Properties Trust shares in Q2 2026, an estimated $23.7K.
  • Medical Properties Trust made up 0.01% of D.A. Davidson & Co's portfolio in Q2 2026, its #940 holding.
  • D.A. Davidson & Co first reported a position in Medical Properties Trust in Q4 2013 and has held it in 25 quarters since.
  • D.A. Davidson & Co's Medical Properties Trust position peaked at $1.1M in Q4 2025.
  • 157 funds tracked by Wall St. Rank held Medical Properties Trust as of Q2 2026.

Based on D.A. Davidson & Co's 13F filing for Q2 2026, filed 24 Jul 2026.