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 Q3	$523	Hold	151	–	–	﹤0.01%	1437
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

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

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Pensionfund DSM Netherlands Sittard, Netherlands $170M AUM 7.16% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Private Wealth Management Group's MPT Position: Q3 2026 in Review

Private Wealth Management Group held its Medical Properties Trust (MPT) position steady in Q3 2026 at 151 shares worth $523. The position accounts for ﹤0.01% of the portfolio, ranked #1437.

Private Wealth Management Group first reported a position in MPT in Q4 2023 and has held it in 12 quarters since. The position peaked at $3.97K in Q4 2023. 74 funds tracked by Wall St. Rank hold MPT as of Q3 2026.

Private Wealth Management Group held 151 shares of Medical Properties Trust worth $523 as of Q3 2026.
Private Wealth Management Group left its Medical Properties Trust share count unchanged in Q3 2026.
Medical Properties Trust made up ﹤0.01% of Private Wealth Management Group's portfolio in Q3 2026, its #1437 holding.
Private Wealth Management Group first reported a position in Medical Properties Trust in Q4 2023 and has held it in 12 quarters since.
Private Wealth Management Group's Medical Properties Trust position peaked at $3.97K in Q4 2023.
74 funds tracked by Wall St. Rank held Medical Properties Trust as of Q3 2026.

Based on Private Wealth Management Group's 13F filing for Q3 2026, filed 19 Oct 2026.