Oakworth Capital’s Medical Properties Trust MPT Stock Holding History

Oakworth Capital’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	$16.2K	Buy	3,500 +500	+17%	+$2.48K	﹤0.01%	628
2026 Q1	$13.9K	Hold	3,000	–	–	﹤0.01%	622
2025 Q4	$15K	Hold	3,000	–	–	﹤0.01%	606
2025 Q3	$15.2K	Hold	3,000	–	–	﹤0.01%	591
2025 Q2	$12.9K	Hold	3,000	–	–	﹤0.01%	478
2025 Q1	$18.1K	Hold	3,000	–	–	﹤0.01%	470
2024 Q4	$11.8K	Hold	3,000	–	–	﹤0.01%	497
2024 Q3	$17.6K	Hold	3,000	–	–	﹤0.01%	466
2024 Q2	$12.9K	Hold	3,000	–	–	﹤0.01%	466
2024 Q1	$14.1K	Hold	3,000	–	–	﹤0.01%	439
2023 Q4	$14.7K	Hold	3,000	–	–	﹤0.01%	443
2023 Q3	$16.4K	Hold	3,000	–	–	﹤0.01%	393
2023 Q2	$27.8K	Hold	3,000	–	–	﹤0.01%	363
2023 Q1	$24.7K	Hold	3,000	–	–	﹤0.01%	359
2022 Q4	$33.4K	Sell	3,000 -2,500	-45%	-$29.1K	﹤0.01%	328
2022 Q3	$65K	Sell	5,500 -1,250	-19%	-$18.9K	0.01%	272
2022 Q2	$103K	Buy	6,750 +3,250	+93%	+$58.5K	0.01%	232
2022 Q1	$74K	Hold	3,500	–	–	0.01%	270
2021 Q4	$83K	Hold	3,500	–	–	0.01%	283
2021 Q3	$70K	Hold	3,500	–	–	0.01%	282
2021 Q2	$70K	Sell	3,500 -350	-9%	-$7.49K	0.01%	281
2021 Q1	$82K	Buy	3,850 +2,850	+285%	+$61.3K	0.01%	262
2020 Q4	$22K	Hold	1,000	–	–	﹤0.01%	361
2020 Q3	$18K	Buy	+1,000	New	+$18.6K	﹤0.01%	376

Other funds holding MPT

WAM

Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 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 $44.6B AUM 28.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Oakworth Capital's MPT Position: Q2 2026 in Review

Oakworth Capital increased its Medical Properties Trust (MPT) stake by 17% in Q2 2026, buying an estimated $2.48K and bringing the position to 3,500 shares worth $16.2K. The position accounts for ﹤0.01% of the portfolio, ranked #628.

Oakworth Capital first reported a position in MPT in Q3 2020 and has held it in 24 quarters since. The position peaked at $103K in Q2 2022. 158 funds tracked by Wall St. Rank hold MPT as of Q2 2026.

Oakworth Capital held 3,500 shares of Medical Properties Trust worth $16.2K as of Q2 2026.
Oakworth Capital bought 500 Medical Properties Trust shares in Q2 2026, an estimated $2.48K.
Medical Properties Trust made up ﹤0.01% of Oakworth Capital's portfolio in Q2 2026, its #628 holding.
Oakworth Capital first reported a position in Medical Properties Trust in Q3 2020 and has held it in 24 quarters since.
Oakworth Capital's Medical Properties Trust position peaked at $103K in Q2 2022.
158 funds tracked by Wall St. Rank held Medical Properties Trust as of Q2 2026.

Based on Oakworth Capital's 13F filing for Q2 2026, filed 22 Jul 2026.