Physician Wealth Advisors’s Medical Properties Trust MPT Stock Holding History

Physician Wealth Advisors’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	$758	Hold	219	–	–	﹤0.01%	2057
2026 Q2	$1.01K	Hold	219	–	–	﹤0.01%	1829
2026 Q1	$1.01K	Hold	219	–	–	﹤0.01%	1682
2025 Q4	$1.1K	Hold	219	–	–	﹤0.01%	1568
2025 Q3	$1.11K	Hold	219	–	–	﹤0.01%	1516
2025 Q2	$944	Buy	+219	New	+$1.08K	﹤0.01%	1469

Other funds holding MPT

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.92% 1-Year Est. Return

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

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Physician Wealth Advisors's MPT Position: Q3 2026 in Review

Physician Wealth Advisors held its Medical Properties Trust (MPT) position steady in Q3 2026 at 219 shares worth $758. The position accounts for ﹤0.01% of the portfolio, ranked #2057.

Physician Wealth Advisors first reported a position in MPT in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.11K in Q3 2025. 223 funds tracked by Wall St. Rank hold MPT as of Q3 2026.

Physician Wealth Advisors held 219 shares of Medical Properties Trust worth $758 as of Q3 2026.
Physician Wealth Advisors left its Medical Properties Trust share count unchanged in Q3 2026.
Medical Properties Trust made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q3 2026, its #2057 holding.
Physician Wealth Advisors first reported a position in Medical Properties Trust in Q2 2025 and has held it in 6 quarters since.
Physician Wealth Advisors's Medical Properties Trust position peaked at $1.11K in Q3 2025.
223 funds tracked by Wall St. Rank held Medical Properties Trust as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.