PFG Investments’s Medical Properties Trust MPT Stock Holding History

PFG Investments’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	$392K	Buy	84,859 +1,020	+1%	+$5.05K	0.02%	799
2026 Q1	$388K	Buy	83,839 +883	+1%	+$4.61K	0.02%	721
2025 Q4	$415K	Buy	82,956 +779	+0.9%	+$4.05K	0.02%	645
2025 Q3	$417K	Buy	82,177 +658	+0.8%	+$2.9K	0.02%	617
2025 Q2	$351K	Sell	81,519 -11,495	-12%	-$56.8K	0.02%	666
2025 Q1	$561K	Sell	93,014 -2,993	-3%	-$15.1K	0.04%	452
2024 Q4	$379K	Buy	96,007 +17,167	+22%	+$76.9K	0.02%	608
2024 Q3	$461K	Sell	78,840 -6,768	-8%	-$33.4K	0.03%	525
2024 Q2	$369K	Sell	85,608 -3,048	-3%	-$14.6K	0.03%	565
2024 Q1	$417K	Buy	+88,656	New	+$339K	0.03%	604
2023 Q4	–	Sell	-30,663	Closed	-$167K	–	517
2023 Q3	$167K	Sell	30,663 -2,300	-7%	-$18.4K	0.03%	469
2023 Q2	$305K	Buy	32,963 +7,812	+31%	+$66.1K	0.05%	365
2023 Q1	$207K	Buy	+25,151	New	+$278K	0.04%	432

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

PFG Investments's MPT Position: Q2 2026 in Review

PFG Investments increased its Medical Properties Trust (MPT) stake by 1.2% in Q2 2026, buying an estimated $5.05K and bringing the position to 84,859 shares worth $392K. The position accounts for 0.02% of the portfolio, ranked #799.

PFG Investments first reported a position in MPT in Q1 2023 and has held it in 13 quarters since. The position peaked at $561K in Q1 2025. 158 funds tracked by Wall St. Rank hold MPT as of Q2 2026.

PFG Investments held 84,859 shares of Medical Properties Trust worth $392K as of Q2 2026.
PFG Investments bought 1,020 Medical Properties Trust shares in Q2 2026, an estimated $5.05K.
Medical Properties Trust made up 0.02% of PFG Investments's portfolio in Q2 2026, its #799 holding.
PFG Investments first reported a position in Medical Properties Trust in Q1 2023 and has held it in 13 quarters since.
PFG Investments's Medical Properties Trust position peaked at $561K in Q1 2025.
158 funds tracked by Wall St. Rank held Medical Properties Trust as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.