Kestra Advisory Services’s Medical Properties Trust MPT Stock Holding History

Kestra Advisory Services’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	$317K	Sell	68,585 -8,309	-11%	-$41.2K	﹤0.01%	2705
2026 Q1	$356K	Buy	76,894 +6,637	+9%	+$34.6K	﹤0.01%	2482
2025 Q4	$351K	Sell	70,257 -7,682	-10%	-$40K	﹤0.01%	2406
2025 Q3	$395K	Sell	77,939 -30,218	-28%	-$133K	﹤0.01%	2226
2025 Q2	$466K	Buy	108,157 +29,950	+38%	+$148K	﹤0.01%	2017
2025 Q1	$472K	Buy	78,207 +4,400	+6%	+$22.2K	﹤0.01%	1849
2024 Q4	$292K	Buy	+73,807	New	+$331K	﹤0.01%	2240
2024 Q3	–	Sell	-99,905	Closed	-$446K	–	2674
2024 Q2	$446K	Sell	99,905 -1,733	-2%	-$8.3K	﹤0.01%	1856
2024 Q1	$478K	Buy	101,638 +98,301	+2,946%	+$376K	﹤0.01%	1698
2023 Q4	$1.81M	Buy	+3,337	New	+$16.3K	0.01%	840

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 $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

DWM

Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Kestra Advisory Services's MPT Position: Q2 2026 in Review

Kestra Advisory Services reduced its Medical Properties Trust (MPT) stake by 11% in Q2 2026, selling an estimated $41.2K and leaving 68,585 shares worth $317K. The position accounts for ﹤0.01% of the portfolio, ranked #2705.

Kestra Advisory Services first reported a position in MPT in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.81M in Q4 2023. 154 funds tracked by Wall St. Rank hold MPT as of Q2 2026.

Kestra Advisory Services held 68,585 shares of Medical Properties Trust worth $317K as of Q2 2026.
Kestra Advisory Services sold 8,309 Medical Properties Trust shares in Q2 2026, an estimated $41.2K.
Medical Properties Trust made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #2705 holding.
Kestra Advisory Services first reported a position in Medical Properties Trust in Q4 2023 and has held it in 10 quarters since.
Kestra Advisory Services's Medical Properties Trust position peaked at $1.81M in Q4 2023.
154 funds tracked by Wall St. Rank held Medical Properties Trust as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.