Krilogy Financial
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Krilogy Financial’s Medical Properties Trust MPT Stock Holding History

Krilogy Financial’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 		– Sell
-17,535
Closed -$81K – 1147
2026
Q2 		$81K Buy
17,535
+2,083
+13% +$10.3K ﹤0.01% 1017
2026
Q1 		$80.4K Sell
15,452
-12,679
-45% -$66.1K ﹤0.01% 936
2025
Q4 		$142K Sell
28,131
-5,295
-16% -$27.6K ﹤0.01% 896
2025
Q3 		$163K Buy
+33,426
New +$147K 0.01% 828

Other funds holding MPT

ticino wealth
ticino wealth Mission Viejo, California $324M AUM 26.97% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
Lake Street Private Wealth
Lake Street Private Wealth Chicago, Illinois $908M AUM 20.93% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Inspire Investing
Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return
EDMP Inc
EDMP Inc Lutz, Florida $130M AUM 14.11% 1-Year Est. Return

Krilogy Financial's MPT Position: Q3 2026 in Review

Krilogy Financial sold out of Medical Properties Trust (MPT) in Q3 2026, closing a stake of 17,535 shares — an estimated $81K sold.

Krilogy Financial first reported a position in MPT in Q3 2025 and held it in 4 quarters. The position peaked at $163K in Q3 2025. 99 funds tracked by Wall St. Rank hold MPT as of Q3 2026.

  • Krilogy Financial reported no remaining Medical Properties Trust position as of Q3 2026 after selling out during the quarter.
  • Krilogy Financial sold 17,535 Medical Properties Trust shares in Q3 2026, an estimated $81K.
  • Krilogy Financial first reported a position in Medical Properties Trust in Q3 2025 and held it in 4 quarters.
  • Krilogy Financial's Medical Properties Trust position peaked at $163K in Q3 2025.
  • 99 funds tracked by Wall St. Rank held Medical Properties Trust as of Q3 2026.

Based on Krilogy Financial's 13F filing for Q3 2026, filed 13 Oct 2026.