DFG
MPT

Demars Financial Group’s Medical Properties Trust MPT Stock Holding History

Demars Financial Group’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 		$688K Buy
148,945
+31,941
+27% +$158K 0.19% 60
2026
Q1 		$542K Buy
117,004
+13,075
+13% +$68.2K 0.18% 66
2025
Q4 		$520K Buy
103,929
+1,598
+2% +$8.32K 0.17% 57
2025
Q3 		$519K Sell
102,331
-2,974
-3% -$13.1K 0.18% 55
2025
Q2 		$454K Buy
105,305
+51,953
+97% +$257K 0.17% 57
2025
Q1 		$322K Sell
53,352
-1,312
-2% -$6.63K 0.14% 64
2024
Q4 		$216K Buy
54,664
+27,498
+101% +$123K 0.09% 69
2024
Q3 		$159K Sell
27,166
-2,352
-8% -$11.6K 0.07% 67
2024
Q2 		$127K Sell
29,518
-3,081
-9% -$14.8K 0.06% 67
2024
Q1 		$153K Sell
32,599
-113,778
-78% -$436K 0.08% 68
2023
Q4 		$719K Sell
146,377
-356,152
-71% -$1.74M 0.38% 26
2023
Q3 		$2.74M Buy
502,529
+385,555
+330% +$3.09M 1.57% 21
2023
Q2 		$1.08M Buy
116,974
+3,608
+3% +$30.5K 0.6% 35
2023
Q1 		$932K Sell
113,366
-182,548
-62% -$2.02M 0.51% 35
2022
Q4 		$3.3M Buy
295,914
+116,740
+65% +$1.36M 1.82% 20
2022
Q3 		$2.13M Buy
179,174
+16,715
+10% +$253K 1.26% 25
2022
Q2 		$2.48M Buy
162,459
+20,320
+14% +$366K 1.41% 25
2022
Q1 		$3M Buy
142,139
+9,228
+7% +$199K 1.51% 25
2021
Q4 		$3.14M Buy
132,911
+86,889
+189% +$1.86M 1.66% 22
2021
Q3 		$924K Buy
46,022
+25,122
+120% +$515K 0.54% 43
2021
Q2 		$420K Buy
20,900
+9,543
+84% +$204K 0.25% 64
2021
Q1 		$242K Buy
11,357
+120
+1% +$2.58K 0.16% 75
2020
Q4 		$245K Buy
11,237
+230
+2% +$4.48K 0.17% 63
2020
Q3 		$194K Buy
11,007
+707
+7% +$13.2K 0.15% 60
2020
Q2 		$194K Buy
+10,300
New +$182K 0.16% 60

Other funds holding MPT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
WAM
Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

Demars Financial Group's MPT Position: Q2 2026 in Review

Demars Financial Group increased its Medical Properties Trust (MPT) stake by 27% in Q2 2026, buying an estimated $158K and bringing the position to 148,945 shares worth $688K. The position accounts for 0.19% of the portfolio, ranked #60.

Demars Financial Group first reported a position in MPT in Q2 2020 and has held it in 25 quarters since. The position peaked at $3.3M in Q4 2022. 489 funds tracked by Wall St. Rank hold MPT as of Q2 2026.

  • Demars Financial Group held 148,945 shares of Medical Properties Trust worth $688K as of Q2 2026.
  • Demars Financial Group bought 31,941 Medical Properties Trust shares in Q2 2026, an estimated $158K.
  • Medical Properties Trust made up 0.19% of Demars Financial Group's portfolio in Q2 2026, its #60 holding.
  • Demars Financial Group first reported a position in Medical Properties Trust in Q2 2020 and has held it in 25 quarters since.
  • Demars Financial Group's Medical Properties Trust position peaked at $3.3M in Q4 2022.
  • 489 funds tracked by Wall St. Rank held Medical Properties Trust as of Q2 2026.

Based on Demars Financial Group's 13F filing for Q2 2026, filed 21 Jul 2026.