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 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

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 $43.3B AUM 29.3% 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

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

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Lee, Danner & Bass's MPT Position: Q2 2026 in Review

Lee, Danner & Bass held its Medical Properties Trust (MPT) position steady in Q2 2026 at 22,639 shares worth $105K. The position accounts for 0.01% of the portfolio, ranked #247.

Lee, Danner & Bass first reported a position in MPT in Q2 2024 and has held it in 9 quarters since. The position peaked at $137K in Q1 2025. 140 funds tracked by Wall St. Rank hold MPT as of Q2 2026.

Lee, Danner & Bass held 22,639 shares of Medical Properties Trust worth $105K as of Q2 2026.
Lee, Danner & Bass left its Medical Properties Trust share count unchanged in Q2 2026.
Medical Properties Trust made up 0.01% of Lee, Danner & Bass's portfolio in Q2 2026, its #247 holding.
Lee, Danner & Bass first reported a position in Medical Properties Trust in Q2 2024 and has held it in 9 quarters since.
Lee, Danner & Bass's Medical Properties Trust position peaked at $137K in Q1 2025.
140 funds tracked by Wall St. Rank held Medical Properties Trust as of Q2 2026.

Based on Lee, Danner & Bass's 13F filing for Q2 2026, filed 21 Jul 2026.