PMFA
MPT

Plante Moran Financial Advisors’s Medical Properties Trust MPT Stock Holding History

Plante Moran Financial 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 		$508 Buy
+110
New +$545 ﹤0.01% 1111
2022
Q3 		– Sell
-460
Closed -$7K – 995
2022
Q2 		$7K Buy
+460
New +$8.28K ﹤0.01% 666
2021
Q1 		– Sell
-30
Closed -$1K – 1076
2020
Q4 		$1K Buy
+30
New +$585 ﹤0.01% 843
2019
Q1 		– Sell
-79
Closed -$1K – 880
2018
Q4 		$1K Buy
+79
New +$1.25K ﹤0.01% 819
2017
Q3 		– Sell
-500
Closed -$6K – 842
2017
Q2 		$6K Sell
500
-57
-10% -$759 ﹤0.01% 643
2017
Q1 		$7K Hold
557
– – ﹤0.01% 648
2016
Q4 		$7K Hold
557
– – ﹤0.01% 648
2016
Q3 		$8K Buy
557
+9
+2% +$136 0.01% 620
2016
Q2 		$8K Buy
548
+225
+70% +$3.18K 0.01% 558
2016
Q1 		$4K Buy
323
+7
+2% +$80 ﹤0.01% 622
2015
Q4 		$4K Buy
316
+104
+49% +$1.19K ﹤0.01% 771
2015
Q3 		$2K Buy
212
+3
+1% +$37 ﹤0.01% 660
2015
Q2 		$3K Buy
209
+3
+1% +$42 ﹤0.01% 664
2015
Q1 		$3K Buy
206
+3
+1% +$45 ﹤0.01% 652
2014
Q4 		$3K Buy
203
+3
+2% +$40 ﹤0.01% 726
2014
Q3 		$2K Hold
200
– – ﹤0.01% 742
2014
Q2 		$3K Hold
200
– – ﹤0.01% 728
2014
Q1 		$3K Buy
+200
New +$2.57K ﹤0.01% 532

Other funds holding MPT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
WAM
Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return

Plante Moran Financial Advisors's MPT Position: Q2 2026 in Review

Plante Moran Financial Advisors opened a new position in Medical Properties Trust (MPT) in Q2 2026: 110 shares worth $508. The stake represents ﹤0.01% of the portfolio and ranks #1111 among its holdings. This is a return to the name: Plante Moran Financial Advisors previously reported a position in MPT as recently as Q2 2022.

Plante Moran Financial Advisors first reported a position in MPT in Q1 2014 and has held it in 18 quarters since. The position peaked at $8K in Q3 2016. 488 funds tracked by Wall St. Rank hold MPT as of Q2 2026.

  • Plante Moran Financial Advisors held 110 shares of Medical Properties Trust worth $508 as of Q2 2026.
  • Medical Properties Trust was a new Plante Moran Financial Advisors position in Q2 2026.
  • Medical Properties Trust made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #1111 holding.
  • Plante Moran Financial Advisors first reported a position in Medical Properties Trust in Q1 2014 and has held it in 18 quarters since.
  • Plante Moran Financial Advisors's Medical Properties Trust position peaked at $8K in Q3 2016.
  • 488 funds tracked by Wall St. Rank held Medical Properties Trust as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.