RDFA
MPT

Ritter Daniher Financial Advisory’s Medical Properties Trust MPT Stock Holding History

Ritter Daniher Financial Advisory’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 		$35.1K Buy
7,601
+138
+2% +$684 0.01% 308
2026
Q1 		$34.6K Buy
7,463
+122
+2% +$636 0.01% 304
2025
Q4 		$36.7K Buy
+7,341
New +$38.2K 0.01% 299

Other funds holding MPT

WAM
Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
TW
ticino wealth Mission Viejo, California $317M AUM
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
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)
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Ritter Daniher Financial Advisory's MPT Position: Q2 2026 in Review

Ritter Daniher Financial Advisory increased its Medical Properties Trust (MPT) stake by 1.8% in Q2 2026, buying an estimated $684 and bringing the position to 7,601 shares worth $35.1K. The position accounts for 0.01% of the portfolio, ranked #308.

Ritter Daniher Financial Advisory first reported a position in MPT in Q4 2025 and has held it in 3 quarters since. The position peaked at $36.7K in Q4 2025. 158 funds tracked by Wall St. Rank hold MPT as of Q2 2026.

  • Ritter Daniher Financial Advisory held 7,601 shares of Medical Properties Trust worth $35.1K as of Q2 2026.
  • Ritter Daniher Financial Advisory bought 138 Medical Properties Trust shares in Q2 2026, an estimated $684.
  • Medical Properties Trust made up 0.01% of Ritter Daniher Financial Advisory's portfolio in Q2 2026, its #308 holding.
  • Ritter Daniher Financial Advisory first reported a position in Medical Properties Trust in Q4 2025 and has held it in 3 quarters since.
  • Ritter Daniher Financial Advisory's Medical Properties Trust position peaked at $36.7K in Q4 2025.
  • 158 funds tracked by Wall St. Rank held Medical Properties Trust as of Q2 2026.

Based on Ritter Daniher Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.