HHM Wealth Advisors’s Medical Properties Trust MPT Stock Holding History

HHM Wealth Advisors’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	$3.12K	Hold	675	–	–	﹤0.01%	779
2026 Q1	$3.13K	Buy	+675	New	+$3.52K	﹤0.01%	775
2025 Q4	–	Sell	-1,350	Closed	-$6.84K	–	877
2025 Q3	$6.84K	Hold	1,350	–	–	﹤0.01%	685
2025 Q2	$5.82K	Sell	1,350 -105	-7%	-$519	﹤0.01%	679
2025 Q1	$8.77K	Buy	1,455 +105	+8%	+$531	﹤0.01%	609
2024 Q4	$5.33K	Hold	1,350	–	–	﹤0.01%	675
2024 Q3	$7.9K	Hold	1,350	–	–	﹤0.01%	597
2024 Q2	$5.82K	Hold	1,350	–	–	﹤0.01%	620
2024 Q1	$6.34K	Hold	1,350	–	–	﹤0.01%	595
2023 Q4	$6.63K	Hold	1,350	–	–	﹤0.01%	593
2023 Q3	$7.36K	Hold	1,350	–	–	﹤0.01%	566
2023 Q2	$12.5K	Hold	1,350	–	–	﹤0.01%	489
2023 Q1	$11.1K	Hold	1,350	–	–	﹤0.01%	506
2022 Q4	$15K	Hold	1,350	–	–	﹤0.01%	398
2022 Q3	$16K	Hold	1,350	–	–	﹤0.01%	376
2022 Q2	$21K	Hold	1,350	–	–	0.01%	421
2022 Q1	$29K	Hold	1,350	–	–	0.01%	383
2021 Q4	$32K	Hold	1,350	–	–	0.01%	359
2021 Q3	$27K	Buy	1,350 +250	+23%	+$5.12K	0.01%	374
2021 Q2	$22K	Hold	1,100	–	–	0.01%	390
2021 Q1	$23K	Hold	1,100	–	–	0.01%	362
2020 Q4	$24K	Hold	1,100	–	–	0.01%	340
2020 Q3	$19K	Buy	1,100 +500	+83%	+$9.3K	0.01%	317
2020 Q2	$11K	Hold	600	–	–	﹤0.01%	364
2020 Q1	$10K	Buy	+600	New	+$12.5K	﹤0.01%	354

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

HHM Wealth Advisors's MPT Position: Q2 2026 in Review

HHM Wealth Advisors held its Medical Properties Trust (MPT) position steady in Q2 2026 at 675 shares worth $3.12K. The position accounts for ﹤0.01% of the portfolio, ranked #779.

HHM Wealth Advisors first reported a position in MPT in Q1 2020 and has held it in 25 quarters since. The position peaked at $32K in Q4 2021. 158 funds tracked by Wall St. Rank hold MPT as of Q2 2026.

HHM Wealth Advisors held 675 shares of Medical Properties Trust worth $3.12K as of Q2 2026.
HHM Wealth Advisors left its Medical Properties Trust share count unchanged in Q2 2026.
Medical Properties Trust made up ﹤0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #779 holding.
HHM Wealth Advisors first reported a position in Medical Properties Trust in Q1 2020 and has held it in 25 quarters since.
HHM Wealth Advisors's Medical Properties Trust position peaked at $32K in Q4 2021.
158 funds tracked by Wall St. Rank held Medical Properties Trust as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.