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

HB 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	$346K	Buy	74,998 +4,320	+6%	+$21.4K	﹤0.01%	1292
2026 Q1	$327K	Buy	70,678 +2,680	+4%	+$14K	﹤0.01%	1184
2025 Q4	$340K	Buy	67,998 +14,792	+28%	+$77K	﹤0.01%	1076
2025 Q3	$270K	Buy	53,206 +13,100	+33%	+$57.7K	﹤0.01%	1128
2025 Q2	$173K	Buy	40,106 +1,449	+4%	+$7.16K	﹤0.01%	1118
2025 Q1	$233K	Buy	38,657 +2,575	+7%	+$13K	﹤0.01%	1074
2024 Q4	$143K	Buy	36,082 +1,663	+5%	+$7.45K	﹤0.01%	1005
2024 Q3	$201K	Buy	34,419 +21,133	+159%	+$104K	﹤0.01%	896
2024 Q2	$57.3K	Buy	13,286 +232	+2%	+$1.11K	﹤0.01%	900
2024 Q1	$61.4K	Buy	+13,054	New	+$50K	﹤0.01%	828
2022 Q2	–	Sell	-10,841	Closed	-$229K	–	602
2022 Q1	$229K	Buy	10,841 +222	+2%	+$4.78K	﹤0.01%	535
2021 Q4	$251K	Buy	+10,619	New	+$227K	0.01%	431

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

HB Wealth Management's MPT Position: Q2 2026 in Review

HB Wealth Management increased its Medical Properties Trust (MPT) stake by 6.1% in Q2 2026, buying an estimated $21.4K and bringing the position to 74,998 shares worth $346K. The position accounts for ﹤0.01% of the portfolio, ranked #1292.

HB Wealth Management first reported a position in MPT in Q4 2021 and has held it in 12 quarters since. 158 funds tracked by Wall St. Rank hold MPT as of Q2 2026.

HB Wealth Management held 74,998 shares of Medical Properties Trust worth $346K as of Q2 2026.
HB Wealth Management bought 4,320 Medical Properties Trust shares in Q2 2026, an estimated $21.4K.
Medical Properties Trust made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #1292 holding.
HB Wealth Management first reported a position in Medical Properties Trust in Q4 2021 and has held it in 12 quarters since.
158 funds tracked by Wall St. Rank held Medical Properties Trust as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.