D.J. St. Germain’s Medical Properties Trust MPT Stock Holding History

D.J. St. Germain’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	$910	Hold	197	–	–	﹤0.01%	851
2026 Q1	$912	Hold	197	–	–	﹤0.01%	854
2025 Q4	$985	Sell	197 -1,400	-88%	-$7.29K	﹤0.01%	845
2025 Q3	$8.1K	Sell	1,597 -250	-14%	-$1.1K	﹤0.01%	671
2025 Q2	$7.96K	Buy	1,847 +447	+32%	+$2.21K	﹤0.01%	681
2025 Q1	$8.44K	Sell	1,400 -447	-24%	-$2.26K	﹤0.01%	579
2024 Q4	$7.3K	Buy	1,847 +447	+32%	+$2K	﹤0.01%	625
2024 Q3	$8.19K	Hold	1,400	–	–	﹤0.01%	567
2024 Q2	$6.03K	Hold	1,400	–	–	﹤0.01%	599
2024 Q1	$6.58K	Sell	1,400 -617	-31%	-$2.36K	﹤0.01%	583
2023 Q4	$9.9K	Buy	+2,017	New	+$9.88K	﹤0.01%	560

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

D.J. St. Germain's MPT Position: Q2 2026 in Review

D.J. St. Germain held its Medical Properties Trust (MPT) position steady in Q2 2026 at 197 shares worth $910. The position accounts for ﹤0.01% of the portfolio, ranked #851.

D.J. St. Germain first reported a position in MPT in Q4 2023 and has held it in 11 quarters since. The position peaked at $9.9K in Q4 2023. 158 funds tracked by Wall St. Rank hold MPT as of Q2 2026.

D.J. St. Germain held 197 shares of Medical Properties Trust worth $910 as of Q2 2026.
D.J. St. Germain left its Medical Properties Trust share count unchanged in Q2 2026.
Medical Properties Trust made up ﹤0.01% of D.J. St. Germain's portfolio in Q2 2026, its #851 holding.
D.J. St. Germain first reported a position in Medical Properties Trust in Q4 2023 and has held it in 11 quarters since.
D.J. St. Germain's Medical Properties Trust position peaked at $9.9K in Q4 2023.
158 funds tracked by Wall St. Rank held Medical Properties Trust as of Q2 2026.

Based on D.J. St. Germain's 13F filing for Q2 2026, filed 21 Jul 2026.