Envestnet Asset Management
MPT

Envestnet Asset Management’s Medical Properties Trust MPT Stock Holding History

Envestnet Asset 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
Q2 		$1.6M Buy
345,528
+3,504
+1% +$17.4K ﹤0.01% 3313
2026
Q1 		$1.58M Buy
+342,024
New +$1.78M ﹤0.01% 3166
2025
Q4 		– Sell
-56,199
Closed -$285K – 4594
2025
Q3 		$285K Sell
56,199
-35,576
-39% -$157K ﹤0.01% 4113
2025
Q2 		$396K Buy
91,775
+32,246
+54% +$159K ﹤0.01% 3869
2025
Q1 		$359K Sell
59,529
-18,795
-24% -$95K ﹤0.01% 3822
2024
Q4 		$309K Sell
78,324
-9,509
-11% -$42.6K ﹤0.01% 3883
2024
Q3 		$514K Sell
87,833
-18,843
-18% -$92.9K ﹤0.01% 3531
2024
Q2 		$460K Buy
106,676
+12,913
+14% +$61.9K ﹤0.01% 3507
2024
Q1 		$441K Sell
93,763
-95,433
-50% -$365K ﹤0.01% 3519
2023
Q4 		$929K Sell
189,196
-189,603
-50% -$928K ﹤0.01% 2983
2023
Q3 		$2.06M Buy
378,799
+119,051
+46% +$954K ﹤0.01% 2356
2023
Q2 		$2.41M Sell
259,748
-386,987
-60% -$3.27M ﹤0.01% 2163
2023
Q1 		$1.86M Buy
646,735
+342,881
+113% +$3.79M ﹤0.01% 2246
2022
Q4 		$3.38M Sell
303,854
-21,425
-7% -$249K ﹤0.01% 1826
2022
Q3 		$3.86M Buy
325,279
+132,116
+68% +$2M ﹤0.01% 1672
2022
Q2 		$2.95M Sell
193,163
-4,453
-2% -$80.1K ﹤0.01% 1848
2022
Q1 		$4.18M Sell
197,616
-44,710
-18% -$963K ﹤0.01% 1708
2021
Q4 		$5.73M Buy
242,326
+46,471
+24% +$995K ﹤0.01% 1522
2021
Q3 		$3.93M Sell
195,855
-2,662
-1% -$54.5K ﹤0.01% 1676
2021
Q2 		$4M Sell
198,517
-11,928
-6% -$255K ﹤0.01% 1649
2021
Q1 		$4.48M Sell
210,445
-271,760
-56% -$5.84M ﹤0.01% 1476
2020
Q4 		$10.5M Buy
482,205
+283,055
+142% +$5.52M 0.01% 889
2020
Q3 		$3.51M Sell
199,150
-5,314
-3% -$98.9K ﹤0.01% 1337
2020
Q2 		$3.84M Buy
204,464
+8,704
+4% +$154K ﹤0.01% 1253
2020
Q1 		$3.38M Sell
195,760
-22,088
-10% -$462K ﹤0.01% 1181
2019
Q4 		$4.6M Buy
217,848
+58,147
+36% +$1.18M ﹤0.01% 1172
2019
Q3 		$3.12M Buy
159,701
+34,528
+28% +$634K ﹤0.01% 1298
2019
Q2 		$2.18M Sell
125,173
-21,322
-15% -$384K ﹤0.01% 1508
2019
Q1 		$2.71M Buy
146,495
+38,474
+36% +$686K ﹤0.01% 1319
2018
Q4 		$1.74M Buy
+108,021
New +$1.71M ﹤0.01% 1409
2018
Q3 		– Sell
-4,375
Closed -$61K – 2083
2018
Q2 		$61K Buy
4,375
+878
+25% +$11.6K ﹤0.01% 2145
2018
Q1 		$45K Sell
3,497
-235,006
-99% -$3.01M ﹤0.01% 2176
2017
Q4 		$3.29M Sell
238,503
-6,174
-3% -$83.4K 0.01% 751
2017
Q3 		$3.21M Buy
244,677
+652
+0.3% +$8.4K 0.01% 729
2017
Q2 		$3.14M Sell
244,025
-9,104
-4% -$121K 0.01% 750
2017
Q1 		$3.26M Buy
253,129
+233,564
+1,194% +$2.99M 0.01% 731
2016
Q4 		$241K Buy
19,565
+588
+3% +$7.61K ﹤0.01% 1813
2016
Q3 		$280K Sell
18,977
-9,101
-32% -$138K ﹤0.01% 1880
2016
Q2 		$427K Buy
28,078
+856
+3% +$12.1K ﹤0.01% 1721
2016
Q1 		$353K Buy
27,222
+1,354
+5% +$15.4K ﹤0.01% 1806
2015
Q4 		$298K Buy
25,868
+1,076
+4% +$12.3K ﹤0.01% 1840
2015
Q3 		$274K Buy
24,792
+6,257
+34% +$77.6K ﹤0.01% 1879
2015
Q2 		$243K Sell
18,535
-191
-1% -$2.66K ﹤0.01% 2043
2015
Q1 		$276K Buy
18,726
+18,378
+5,281% +$273K ﹤0.01% 1817
2014
Q4 		$5K Buy
348
+56
+19% +$750 ﹤0.01% 2142
2014
Q3 		$4K Buy
+292
New +$3.88K ﹤0.01% 2358
2013
Q4 		– Sell
-157
Closed -$2K – 2511
2013
Q3 		$2K Sell
157
-88
-36% -$1.18K ﹤0.01% 2171
2013
Q2 		$4K Buy
+245
New +$3.86K ﹤0.01% 1942

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
DWM
Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return

Envestnet Asset Management's MPT Position: Q2 2026 in Review

Envestnet Asset Management increased its Medical Properties Trust (MPT) stake by 1% in Q2 2026, buying an estimated $17.4K and bringing the position to 345,528 shares worth $1.6M. The position accounts for ﹤0.01% of the portfolio, ranked #3313.

Envestnet Asset Management first reported a position in MPT in Q2 2013 and has held it in 48 quarters since. The position peaked at $10.5M in Q4 2020. 157 funds tracked by Wall St. Rank hold MPT as of Q2 2026.

  • Envestnet Asset Management held 345,528 shares of Medical Properties Trust worth $1.6M as of Q2 2026.
  • Envestnet Asset Management bought 3,504 Medical Properties Trust shares in Q2 2026, an estimated $17.4K.
  • Medical Properties Trust made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #3313 holding.
  • Envestnet Asset Management first reported a position in Medical Properties Trust in Q2 2013 and has held it in 48 quarters since.
  • Envestnet Asset Management's Medical Properties Trust position peaked at $10.5M in Q4 2020.
  • 157 funds tracked by Wall St. Rank held Medical Properties Trust as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.