ECM
MPT

Evergreen Capital Management’s Medical Properties Trust MPT Stock Holding History

Evergreen Capital 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 		$152K Sell
32,325
-9,860
-23% -$48.9K ﹤0.01% 1486
2026
Q1 		$200K Sell
42,185
-8,327
-16% -$43.4K ﹤0.01% 1405
2025
Q4 		$257K Sell
50,512
-7,653
-13% -$39.8K 0.01% 1133
2025
Q3 		$298K Buy
58,165
+28,121
+94% +$124K 0.01% 979
2025
Q2 		$132K Sell
30,044
-18,974
-39% -$93.8K ﹤0.01% 1076
2025
Q1 		$299K Buy
49,018
+17,633
+56% +$89.2K 0.01% 750
2024
Q4 		$126K Sell
31,385
-17,871
-36% -$80K ﹤0.01% 1036
2024
Q3 		$292K Sell
49,256
-7,269
-13% -$35.8K 0.01% 727
2024
Q2 		$252K Buy
56,525
+28,297
+100% +$136K 0.01% 731
2024
Q1 		$133K Sell
28,228
-1,998
-7% -$7.65K 0.01% 828
2023
Q4 		$153K Buy
+30,226
New +$148K 0.01% 797
2023
Q3 		– Sell
-21,270
Closed -$202K – 830
2023
Q2 		$202K Buy
+21,270
New +$180K 0.01% 728
2023
Q1 		– Sell
-468,451
Closed -$5.35M – 743
2022
Q4 		$5.35M Buy
468,451
+40,003
+9% +$465K 0.25% 116
2022
Q3 		$5.2M Sell
428,448
-424,340
-50% -$6.43M 0.27% 109
2022
Q2 		$13.2M Buy
852,788
+842,326
+8,051% +$15.2M 0.68% 35
2022
Q1 		$221K Buy
10,462
+194
+2% +$4.18K 0.01% 581
2021
Q4 		$243K Buy
+10,268
New +$220K 0.01% 534
2021
Q2 		– Sell
-580,663
Closed -$12.4M – 544
2021
Q1 		$12.4M Buy
580,663
+37,838
+7% +$814K 0.63% 33
2020
Q4 		$11.8M Buy
542,825
+20,942
+4% +$408K 0.69% 32
2020
Q3 		$9.2M Buy
521,883
+173,168
+50% +$3.22M 0.64% 36
2020
Q2 		$6.56M Buy
348,715
+13,005
+4% +$230K 0.5% 52
2020
Q1 		$5.8M Buy
+335,710
New +$7.02M 0.54% 49
2018
Q2 		– Sell
-16,775
Closed -$218K – 389
2018
Q1 		$218K Sell
16,775
-251,275
-94% -$3.22M 0.02% 325
2017
Q4 		$3.69M Buy
268,050
+1,050
+0.4% +$14.2K 0.37% 70
2017
Q3 		$3.51M Buy
267,000
+168,750
+172% +$2.17M 0.41% 65
2017
Q2 		$1.26M Buy
98,250
+54,975
+127% +$732K 0.2% 83
2017
Q1 		$557K Buy
43,275
+30,075
+228% +$385K 0.12% 83
2016
Q4 		$162K Buy
13,200
+1,750
+15% +$22.6K 0.03% 116
2016
Q3 		$169K Hold
11,450
– – 0.03% 108
2016
Q2 		$174K Buy
+11,450
New +$162K 0.04% 95
2016
Q1 		– Sell
-387,020
Closed -$4.46M – 92
2015
Q4 		$4.46M Buy
+387,020
New +$4.42M 1.07% 29

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

Evergreen Capital Management's MPT Position: Q2 2026 in Review

Evergreen Capital Management reduced its Medical Properties Trust (MPT) stake by 23% in Q2 2026, selling an estimated $48.9K and leaving 32,325 shares worth $152K. The position accounts for ﹤0.01% of the portfolio, ranked #1486.

Evergreen Capital Management first reported a position in MPT in Q4 2015 and has held it in 31 quarters since. The position peaked at $13.2M in Q2 2022. 158 funds tracked by Wall St. Rank hold MPT as of Q2 2026.

  • Evergreen Capital Management held 32,325 shares of Medical Properties Trust worth $152K as of Q2 2026.
  • Evergreen Capital Management sold 9,860 Medical Properties Trust shares in Q2 2026, an estimated $48.9K.
  • Medical Properties Trust made up ﹤0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #1486 holding.
  • Evergreen Capital Management first reported a position in Medical Properties Trust in Q4 2015 and has held it in 31 quarters since.
  • Evergreen Capital Management's Medical Properties Trust position peaked at $13.2M in Q2 2022.
  • 158 funds tracked by Wall St. Rank held Medical Properties Trust as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.