DT
MPT

Diversified Trust’s Medical Properties Trust MPT Stock Holding History

Diversified Trust’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 		– Sell
-10,329
Closed -$47.8K – 1172
2026
Q1 		$47.8K Buy
10,329
+300
+3% +$1.56K ﹤0.01% 1031
2025
Q4 		$50.1K Buy
+10,029
New +$52.2K ﹤0.01% 1017
2025
Q3 		– Sell
-10,742
Closed -$46.3K – 1041
2025
Q2 		$46.3K Sell
10,742
-1,213
-10% -$6K ﹤0.01% 919
2025
Q1 		$72.1K Buy
11,955
+723
+6% +$3.66K ﹤0.01% 900
2024
Q4 		$44.4K Sell
11,232
-14,337
-56% -$64.2K ﹤0.01% 903
2024
Q3 		$150K Sell
25,569
-18,777
-42% -$92.6K ﹤0.01% 851
2024
Q2 		$191K Buy
44,346
+29,287
+194% +$140K 0.01% 791
2024
Q1 		$70.8K Sell
15,059
-1,554
-9% -$5.95K ﹤0.01% 806
2023
Q4 		$81.6K Buy
+16,613
New +$81.3K ﹤0.01% 840
2023
Q1 		– Sell
-23,964
Closed -$267K – 888
2022
Q4 		$267K Buy
+23,964
New +$279K 0.01% 625
2021
Q3 		– Sell
-11,703
Closed -$235K – 839
2021
Q2 		$235K Buy
+11,703
New +$250K 0.01% 648
2021
Q1 		– Sell
-9,762
Closed -$213K – 824
2020
Q4 		$213K Buy
+9,762
New +$190K 0.01% 639

Other funds holding MPT

WAM
Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return
TW
ticino wealth Mission Viejo, California $317M AUM
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DFG
Demars Financial Group Spokane Valley, Washington $361M AUM 24.02% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Diversified Trust's MPT Position: Q2 2026 in Review

Diversified Trust sold out of Medical Properties Trust (MPT) in Q2 2026, closing a stake of 10,329 shares — an estimated $47.8K sold.

Diversified Trust first reported a position in MPT in Q4 2020 and held it in 12 quarters. The position peaked at $267K in Q4 2022. 76 funds tracked by Wall St. Rank hold MPT as of Q2 2026.

  • Diversified Trust reported no remaining Medical Properties Trust position as of Q2 2026 after selling out during the quarter.
  • Diversified Trust sold 10,329 Medical Properties Trust shares in Q2 2026, an estimated $47.8K.
  • Diversified Trust first reported a position in Medical Properties Trust in Q4 2020 and held it in 12 quarters.
  • Diversified Trust's Medical Properties Trust position peaked at $267K in Q4 2022.
  • 76 funds tracked by Wall St. Rank held Medical Properties Trust as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.