Key Financial Inc’s Medical Properties Trust MPT Stock Holding History

Key Financial Inc’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	$5	Hold	1	–	–	﹤0.01%	1354
2026 Q1	$5	Hold	1	–	–	﹤0.01%	1392
2025 Q4	$5	Hold	1	–	–	﹤0.01%	1440
2025 Q3	$5	Hold	1	–	–	﹤0.01%	1458
2025 Q2	$4	Hold	1	–	–	﹤0.01%	1437
2025 Q1	$6	Hold	1	–	–	﹤0.01%	1383
2024 Q4	$4	Hold	1	–	–	﹤0.01%	1381
2024 Q3	$6	Hold	1	–	–	﹤0.01%	1351
2024 Q2	$4	Hold	1	–	–	﹤0.01%	1338
2024 Q1	$5	Hold	1	–	–	﹤0.01%	1307
2023 Q4	$5	Sell	1 -125	-99%	-$612	﹤0.01%	1314
2023 Q3	$687	Sell	126 -1,600	-93%	-$12.8K	﹤0.01%	1224
2023 Q2	$16K	Buy	1,726 +1	+0.1%	+$8	0.01%	624
2023 Q1	$14.2K	Hold	1,725	–	–	0.01%	607
2022 Q4	$20.5K	Hold	1,725	–	–	0.01%	490
2022 Q3	$20K	Hold	1,725	–	–	0.01%	502
2022 Q2	$27K	Hold	1,725	–	–	0.01%	447
2022 Q1	$36K	Buy	1,725 +125	+8%	+$2.69K	0.02%	401
2021 Q4	$38K	Hold	1,600	–	–	0.02%	382
2021 Q3	$32K	Hold	1,600	–	–	0.02%	399
2021 Q2	$34K	Hold	1,600	–	–	0.02%	398
2021 Q1	$34K	Hold	1,600	–	–	0.02%	334
2020 Q4	$35K	Buy	+1,600	New	+$31.2K	0.03%	300
2020 Q2	–	Sell	-6,246	Closed	-$110K	–	422
2020 Q1	$110K	Buy	+6,246	New	+$131K	0.11%	146

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

Key Financial Inc's MPT Position: Q2 2026 in Review

Key Financial Inc held its Medical Properties Trust (MPT) position steady in Q2 2026 at 1 share worth $5. The position accounts for ﹤0.01% of the portfolio, ranked #1354.

Key Financial Inc first reported a position in MPT in Q1 2020 and has held it in 24 quarters since. The position peaked at $110K in Q1 2020. 154 funds tracked by Wall St. Rank hold MPT as of Q2 2026.

Key Financial Inc held 1 share of Medical Properties Trust worth $5 as of Q2 2026.
Key Financial Inc left its Medical Properties Trust share count unchanged in Q2 2026.
Medical Properties Trust made up ﹤0.01% of Key Financial Inc's portfolio in Q2 2026, its #1354 holding.
Key Financial Inc first reported a position in Medical Properties Trust in Q1 2020 and has held it in 24 quarters since.
Key Financial Inc's Medical Properties Trust position peaked at $110K in Q1 2020.
154 funds tracked by Wall St. Rank held Medical Properties Trust as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.