Mather Group’s Medical Properties Trust MPT Stock Holding History

Mather Group’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	$1.96K	Buy	+567	New	+$2.38K	﹤0.01%	2055
2025 Q4	–	Sell	-40	Closed	-$203	–	1273
2025 Q3	$203	Buy	+40	New	+$176	﹤0.01%	1661
2025 Q2	–	Sell	-46	Closed	-$277	–	1302
2025 Q1	$277	Buy	+46	New	+$233	﹤0.01%	1714
2024 Q3	–	Sell	-4,095	Closed	-$19.2K	–	2010
2024 Q2	$19.2K	Buy	+4,095	New	+$19.6K	﹤0.01%	1271

Other funds holding MPT

ticino wealth Mission Viejo, California $324M AUM 26.97% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

PDN

Pensionfund DSM Netherlands Sittard, Netherlands $170M AUM 7.16% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Pensionfund Sabic Sittard, Netherlands $82.9M AUM 10.69% 1-Year Est. Return

ACA

Affinity Capital Advisors Berkeley, California $856M AUM 17.43% 1-Year Est. Return

BWM

BCO Wealth Management Carlsbad, New Mexico $185M AUM 9% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

Mather Group's MPT Position: Q3 2026 in Review

Mather Group opened a new position in Medical Properties Trust (MPT) in Q3 2026: 567 shares worth $1.96K. The stake represents ﹤0.01% of the portfolio and ranks #2055 among its holdings. This is a return to the name: Mather Group previously reported a position in MPT as recently as Q3 2025.

Mather Group first reported a position in MPT in Q2 2024 and has held it in 4 quarters since. The position peaked at $19.2K in Q2 2024. 34 funds tracked by Wall St. Rank hold MPT as of Q3 2026.

Mather Group held 567 shares of Medical Properties Trust worth $1.96K as of Q3 2026.
Medical Properties Trust was a new Mather Group position in Q3 2026.
Medical Properties Trust made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #2055 holding.
Mather Group first reported a position in Medical Properties Trust in Q2 2024 and has held it in 4 quarters since.
Mather Group's Medical Properties Trust position peaked at $19.2K in Q2 2024.
34 funds tracked by Wall St. Rank held Medical Properties Trust as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.