Golden State Wealth Management’s Medical Properties Trust MPT Stock Holding History

Golden State 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 Q2	$1.25K	Buy	271 +5	+2%	+$25	﹤0.01%	1457
2026 Q1	$1.23K	Sell	266 -12	-4%	-$63	﹤0.01%	1417
2025 Q4	$1.39K	Hold	278	–	–	﹤0.01%	1457
2025 Q3	$1.41K	Hold	278	–	–	﹤0.01%	1455
2025 Q2	$1.2K	Buy	278 +16	+6%	+$79	﹤0.01%	1414
2025 Q1	$1.58K	Sell	262 -113	-30%	-$571	﹤0.01%	1355
2024 Q4	$1.48K	Buy	+375	New	+$1.68K	﹤0.01%	1294
2020 Q4	–	Sell	-1,215	Closed	-$21K	–	350
2020 Q3	$21K	Buy	+1,215	New	+$22.6K	0.01%	375
2019 Q2	–	Sell	-150	Closed	-$3K	–	1128
2019 Q1	$3K	Buy	+150	New	+$2.67K	﹤0.01%	988

Other funds holding MPT

WAM

Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

ticino wealth Mission Viejo, California $317M AUM

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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) 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 Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Golden State Wealth Management's MPT Position: Q2 2026 in Review

Golden State Wealth Management increased its Medical Properties Trust (MPT) stake by 1.9% in Q2 2026, buying an estimated $25 and bringing the position to 271 shares worth $1.25K. The position accounts for ﹤0.01% of the portfolio, ranked #1457.

Golden State Wealth Management first reported a position in MPT in Q1 2019 and has held it in 9 quarters since. The position peaked at $21K in Q3 2020. 158 funds tracked by Wall St. Rank hold MPT as of Q2 2026.

Golden State Wealth Management held 271 shares of Medical Properties Trust worth $1.25K as of Q2 2026.
Golden State Wealth Management bought 5 Medical Properties Trust shares in Q2 2026, an estimated $25.
Medical Properties Trust made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #1457 holding.
Golden State Wealth Management first reported a position in Medical Properties Trust in Q1 2019 and has held it in 9 quarters since.
Golden State Wealth Management's Medical Properties Trust position peaked at $21K in Q3 2020.
158 funds tracked by Wall St. Rank held Medical Properties Trust as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.