MFG
MPT

Merit Financial Group’s Medical Properties Trust MPT Stock Holding History

Merit Financial 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
Q2 		$364K Sell
78,871
-5,104
-6% -$25.3K ﹤0.01% 1697
2026
Q1 		$389K Sell
83,975
-22,314
-21% -$116K ﹤0.01% 1518
2025
Q4 		$531K Buy
106,289
+44,239
+71% +$230K ﹤0.01% 1277
2025
Q3 		$315K Buy
62,050
+6,988
+13% +$30.8K ﹤0.01% 1423
2025
Q2 		$237K Buy
55,062
+21,353
+63% +$106K ﹤0.01% 1463
2025
Q1 		$203K Buy
33,709
+6,433
+24% +$32.5K ﹤0.01% 1299
2024
Q4 		$108K Sell
27,276
-123
-0.4% -$551 ﹤0.01% 1129
2024
Q3 		$160K Sell
27,399
-747
-3% -$3.68K ﹤0.01% 800
2024
Q2 		$121K Buy
28,146
+3,196
+13% +$15.3K ﹤0.01% 887
2024
Q1 		$122K Sell
24,950
-47,396
-66% -$181K ﹤0.01% 838
2023
Q4 		$355K Sell
72,346
-41,099
-36% -$201K 0.01% 575
2023
Q3 		$618K Sell
113,445
-400,138
-78% -$3.21M 0.02% 408
2023
Q2 		$4.76M Buy
+513,583
New +$4.34M 0.15% 103

Other funds holding MPT

WAM
Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return
TW
ticino wealth Mission Viejo, California $317M AUM
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DFG
Demars Financial Group Spokane Valley, Washington $361M AUM 24.02% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Merit Financial Group's MPT Position: Q2 2026 in Review

Merit Financial Group reduced its Medical Properties Trust (MPT) stake by 6.1% in Q2 2026, selling an estimated $25.3K and leaving 78,871 shares worth $364K. The position accounts for ﹤0.01% of the portfolio, ranked #1697.

Merit Financial Group first reported a position in MPT in Q2 2023 and has held it in 13 quarters since. The position peaked at $4.76M in Q2 2023. 76 funds tracked by Wall St. Rank hold MPT as of Q2 2026.

  • Merit Financial Group held 78,871 shares of Medical Properties Trust worth $364K as of Q2 2026.
  • Merit Financial Group sold 5,104 Medical Properties Trust shares in Q2 2026, an estimated $25.3K.
  • Medical Properties Trust made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1697 holding.
  • Merit Financial Group first reported a position in Medical Properties Trust in Q2 2023 and has held it in 13 quarters since.
  • Merit Financial Group's Medical Properties Trust position peaked at $4.76M in Q2 2023.
  • 76 funds tracked by Wall St. Rank held Medical Properties Trust as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.