EI
MPT

Ethic Inc’s Medical Properties Trust MPT Stock Holding History

Ethic Inc’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 		$112K Sell
24,242
-14,224
-37% -$70.5K ﹤0.01% 1323
2026
Q1 		$178K Sell
38,466
-1,420
-4% -$7.41K ﹤0.01% 1163
2025
Q4 		$199K Sell
39,886
-1,220
-3% -$6.35K ﹤0.01% 1139
2025
Q3 		$208K Sell
41,106
-16,791
-29% -$74K ﹤0.01% 1108
2025
Q2 		$258K Sell
57,897
-20,834
-26% -$103K ﹤0.01% 1031
2025
Q1 		$465K Buy
78,731
+277
+0.4% +$1.4K 0.01% 810
2024
Q4 		$310K Sell
78,454
-27,035
-26% -$121K 0.01% 933
2024
Q3 		$496K Sell
105,489
-8,286
-7% -$40.9K 0.01% 765
2024
Q2 		$490K Buy
113,775
+8,286
+8% +$39.7K 0.01% 773
2024
Q1 		$496K Buy
105,489
+12,926
+14% +$49.5K 0.01% 764
2023
Q4 		$454K Buy
92,563
+56,440
+156% +$276K 0.01% 765
2023
Q3 		$197K Sell
36,123
-46,850
-56% -$375K 0.01% 940
2023
Q2 		$768K Buy
82,973
+1,234
+2% +$10.4K 0.03% 524
2023
Q1 		$672K Buy
81,739
+34,229
+72% +$378K 0.03% 567
2022
Q4 		$529K Buy
47,510
+32,008
+206% +$372K 0.03% 560
2022
Q3 		$184K Buy
+15,502
New +$235K 0.01% 750

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Ethic Inc's MPT Position: Q2 2026 in Review

Ethic Inc reduced its Medical Properties Trust (MPT) stake by 37% in Q2 2026, selling an estimated $70.5K and leaving 24,242 shares worth $112K. The position accounts for ﹤0.01% of the portfolio, ranked #1323.

Ethic Inc first reported a position in MPT in Q3 2022 and has held it in 16 quarters since. The position peaked at $768K in Q2 2023. 157 funds tracked by Wall St. Rank hold MPT as of Q2 2026.

  • Ethic Inc held 24,242 shares of Medical Properties Trust worth $112K as of Q2 2026.
  • Ethic Inc sold 14,224 Medical Properties Trust shares in Q2 2026, an estimated $70.5K.
  • Medical Properties Trust made up ﹤0.01% of Ethic Inc's portfolio in Q2 2026, its #1323 holding.
  • Ethic Inc first reported a position in Medical Properties Trust in Q3 2022 and has held it in 16 quarters since.
  • Ethic Inc's Medical Properties Trust position peaked at $768K in Q2 2023.
  • 157 funds tracked by Wall St. Rank held Medical Properties Trust as of Q2 2026.

Based on Ethic Inc's 13F filing for Q2 2026, filed 29 Jul 2026.