Diversify Wealth Management
MPT icon

Diversify Wealth Management’s Medical Properties Trust MPT Stock Holding History

Diversify Wealth Management’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
Q3 		$1.04M Buy
335,067
+15,835
+5% +$66.6K 0.02% 646
2026
Q2 		$1.53M Buy
319,232
+8,569
+3% +$42.5K 0.03% 499
2026
Q1 		$1.59M Buy
+310,663
New +$1.62M 0.03% 446

Other funds holding MPT

TW
ticino wealth Mission Viejo, California $324M AUM 26.97% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
PDN
Pensionfund DSM Netherlands Sittard, Netherlands $170M AUM 7.16% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Affiance Financial
Affiance Financial St. Louis Park, Minnesota $701M AUM 9.88% 1-Year Est. Return

Diversify Wealth Management's MPT Position: Q3 2026 in Review

Diversify Wealth Management increased its Medical Properties Trust (MPT) stake by 5% in Q3 2026, buying an estimated $66.6K and bringing the position to 335,067 shares worth $1.04M. The position accounts for 0.02% of the portfolio, ranked #646.

Diversify Wealth Management first reported a position in MPT in Q1 2026 and has held it in 3 quarters since. The position peaked at $1.59M in Q1 2026. 68 funds tracked by Wall St. Rank hold MPT as of Q3 2026.

  • Diversify Wealth Management held 335,067 shares of Medical Properties Trust worth $1.04M as of Q3 2026.
  • Diversify Wealth Management bought 15,835 Medical Properties Trust shares in Q3 2026, an estimated $66.6K.
  • Medical Properties Trust made up 0.02% of Diversify Wealth Management's portfolio in Q3 2026, its #646 holding.
  • Diversify Wealth Management first reported a position in Medical Properties Trust in Q1 2026 and has held it in 3 quarters since.
  • Diversify Wealth Management's Medical Properties Trust position peaked at $1.59M in Q1 2026.
  • 68 funds tracked by Wall St. Rank held Medical Properties Trust as of Q3 2026.

Based on Diversify Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.