Lee, Danner & Bass
MPT icon

Lee, Danner & Bass’s Medical Properties Trust MPT Stock Holding History

Lee, Danner & Bass’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 		$78.3K Hold
22,639
– – ﹤0.01% 245
2026
Q2 		$105K Hold
22,639
– – 0.01% 247
2026
Q1 		$105K Hold
22,639
– – 0.01% 243
2025
Q4 		$113K Sell
22,639
-1
-0% -$5 0.01% 232
2025
Q3 		$115K Hold
22,640
– – 0.01% 231
2025
Q2 		$97.6K Hold
22,640
– – 0.01% 221
2025
Q1 		$137K Hold
22,640
– – 0.01% 218
2024
Q4 		$89.4K Hold
22,640
– – 0.01% 287
2024
Q3 		$132K Hold
22,640
– – 0.01% 217
2024
Q2 		$98K Buy
+22,640
New +$108K 0.01% 207

Other funds holding MPT

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Jupiter Asset Management
Jupiter Asset Management London, United Kingdom $21.4B AUM 19.74% 1-Year Est. Return
Advisors Capital Management
Advisors Capital Management Ridgewood, New Jersey $9.8B AUM 19.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Lee, Danner & Bass's MPT Position: Q3 2026 in Review

Lee, Danner & Bass held its Medical Properties Trust (MPT) position steady in Q3 2026 at 22,639 shares worth $78.3K. The position accounts for ﹤0.01% of the portfolio, ranked #245.

Lee, Danner & Bass first reported a position in MPT in Q2 2024 and has held it in 10 quarters since. The position peaked at $137K in Q1 2025. 376 funds tracked by Wall St. Rank hold MPT as of Q3 2026.

  • Lee, Danner & Bass held 22,639 shares of Medical Properties Trust worth $78.3K as of Q3 2026.
  • Lee, Danner & Bass left its Medical Properties Trust share count unchanged in Q3 2026.
  • Medical Properties Trust made up ﹤0.01% of Lee, Danner & Bass's portfolio in Q3 2026, its #245 holding.
  • Lee, Danner & Bass first reported a position in Medical Properties Trust in Q2 2024 and has held it in 10 quarters since.
  • Lee, Danner & Bass's Medical Properties Trust position peaked at $137K in Q1 2025.
  • 376 funds tracked by Wall St. Rank held Medical Properties Trust as of Q3 2026.

Based on Lee, Danner & Bass's 13F filing for Q3 2026, filed 27 Oct 2026.