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

JFS 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	$1.06K	Buy	+225	New	+$1.11K	﹤0.01%	1794
2023 Q4	–	Sell	-2,100	Closed	-$11.4K	–	2023
2023 Q3	$11.4K	Hold	2,100	–	–	﹤0.01%	687
2023 Q2	$19.4K	Hold	2,100	–	–	﹤0.01%	556
2023 Q1	$17.3K	Hold	2,100	–	–	﹤0.01%	567
2022 Q4	$23.4K	Hold	2,100	–	–	﹤0.01%	500
2022 Q3	$25K	Buy	2,100 +300	+17%	+$4.54K	﹤0.01%	520
2022 Q2	$27K	Buy	+1,800	New	+$32.4K	﹤0.01%	529

Other funds holding MPT

WAM

Wilsey Asset Management San Diego, California $681M AUM 6.7% 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 $43.3B AUM 29.3% 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

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

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

JFS Wealth Advisors opened a new position in Medical Properties Trust (MPT) in Q2 2026: 225 shares worth $1.06K. The stake represents ﹤0.01% of the portfolio and ranks #1794 among its holdings. This is a return to the name: JFS Wealth Advisors previously reported a position in MPT as recently as Q3 2023.

JFS Wealth Advisors first reported a position in MPT in Q2 2022 and has held it in 7 quarters since. The position peaked at $27K in Q2 2022. 130 funds tracked by Wall St. Rank hold MPT as of Q2 2026.

JFS Wealth Advisors held 225 shares of Medical Properties Trust worth $1.06K as of Q2 2026.
Medical Properties Trust was a new JFS Wealth Advisors position in Q2 2026.
Medical Properties Trust made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1794 holding.
JFS Wealth Advisors first reported a position in Medical Properties Trust in Q2 2022 and has held it in 7 quarters since.
JFS Wealth Advisors's Medical Properties Trust position peaked at $27K in Q2 2022.
130 funds tracked by Wall St. Rank held Medical Properties Trust as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.