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 Q3	$513	Sell	148 -77	-34%	-$324	﹤0.01%	1899
2026 Q2	$1.06K	Buy	+225	New	+$1.12K	﹤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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

ticino wealth Mission Viejo, California $324M AUM 26.97% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

JFS Wealth Advisors's MPT Position: Q3 2026 in Review

JFS Wealth Advisors reduced its Medical Properties Trust (MPT) stake by 34% in Q3 2026, selling an estimated $324 and leaving 148 shares worth $513. The position accounts for ﹤0.01% of the portfolio, ranked #1899.

JFS Wealth Advisors first reported a position in MPT in Q2 2022 and has held it in 8 quarters since. The position peaked at $27K in Q2 2022. 224 funds tracked by Wall St. Rank hold MPT as of Q3 2026.

JFS Wealth Advisors held 148 shares of Medical Properties Trust worth $513 as of Q3 2026.
JFS Wealth Advisors sold 77 Medical Properties Trust shares in Q3 2026, an estimated $324.
Medical Properties Trust made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q3 2026, its #1899 holding.
JFS Wealth Advisors first reported a position in Medical Properties Trust in Q2 2022 and has held it in 8 quarters since.
JFS Wealth Advisors's Medical Properties Trust position peaked at $27K in Q2 2022.
224 funds tracked by Wall St. Rank held Medical Properties Trust as of Q3 2026.

Based on JFS Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.