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 Q2	$1.01K	Hold	219	–	–	﹤0.01%	1829
2026 Q1	$1.01K	Hold	219	–	–	﹤0.01%	1682
2025 Q4	$1.09K	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

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

Physician Wealth Advisors's MPT Position: Q2 2026 in Review

Physician Wealth Advisors held its Medical Properties Trust (MPT) position steady in Q2 2026 at 219 shares worth $1.01K. The position accounts for ﹤0.01% of the portfolio, ranked #1829.

Physician Wealth Advisors first reported a position in MPT in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.11K in Q3 2025. 168 funds tracked by Wall St. Rank hold MPT as of Q2 2026.

Physician Wealth Advisors held 219 shares of Medical Properties Trust worth $1.01K as of Q2 2026.
Physician Wealth Advisors left its Medical Properties Trust share count unchanged in Q2 2026.
Medical Properties Trust made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1829 holding.
Physician Wealth Advisors first reported a position in Medical Properties Trust in Q2 2025 and has held it in 5 quarters since.
Physician Wealth Advisors's Medical Properties Trust position peaked at $1.11K in Q3 2025.
168 funds tracked by Wall St. Rank held Medical Properties Trust as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.