Private Wealth Management Group’s Medical Properties Trust MPT Stock Holding History

Private Wealth Management Group’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	$698	Hold	151	–	–	﹤0.01%	1364
2026 Q1	$700	Hold	151	–	–	﹤0.01%	1315
2025 Q4	$755	Hold	151	–	–	﹤0.01%	1321
2025 Q3	$766	Hold	151	–	–	﹤0.01%	1342
2025 Q2	$651	Hold	151	–	–	﹤0.01%	1368
2025 Q1	$911	Hold	151	–	–	﹤0.01%	1291
2024 Q4	$597	Sell	151 -409	-73%	-$1.83K	﹤0.01%	1412
2024 Q3	$3.28K	Hold	560	–	–	﹤0.01%	885
2024 Q2	$2.41K	Hold	560	–	–	﹤0.01%	983
2024 Q1	$2.63K	Sell	560 -249	-31%	-$953	﹤0.01%	853
2023 Q4	$3.97K	Buy	+809	New	+$3.96K	﹤0.01%	710

Other funds holding MPT

WAM

Wilsey Asset Management San Diego, California $681M AUM 6.7% 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

DWM

Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Private Wealth Management Group's MPT Position: Q2 2026 in Review

Private Wealth Management Group held its Medical Properties Trust (MPT) position steady in Q2 2026 at 151 shares worth $698. The position accounts for ﹤0.01% of the portfolio, ranked #1364.

Private Wealth Management Group first reported a position in MPT in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.97K in Q4 2023. 154 funds tracked by Wall St. Rank hold MPT as of Q2 2026.

Private Wealth Management Group held 151 shares of Medical Properties Trust worth $698 as of Q2 2026.
Private Wealth Management Group left its Medical Properties Trust share count unchanged in Q2 2026.
Medical Properties Trust made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #1364 holding.
Private Wealth Management Group first reported a position in Medical Properties Trust in Q4 2023 and has held it in 11 quarters since.
Private Wealth Management Group's Medical Properties Trust position peaked at $3.97K in Q4 2023.
154 funds tracked by Wall St. Rank held Medical Properties Trust as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.