RFP
MPT

Root Financial Partners’s Medical Properties Trust MPT Stock Holding History

Root Financial Partners’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 		– Sell
-670
Closed -$3.1K – 2107
2026
Q1 		$3.1K Sell
670
-1
-0.1% -$5 ﹤0.01% 2140
2025
Q4 		$3.35K Hold
671
– – ﹤0.01% 1878
2025
Q3 		$3.4K Buy
+671
New +$2.96K ﹤0.01% 1847

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

Root Financial Partners's MPT Position: Q2 2026 in Review

Root Financial Partners sold out of Medical Properties Trust (MPT) in Q2 2026, closing a stake of 670 shares — an estimated $3.1K sold.

Root Financial Partners first reported a position in MPT in Q3 2025 and held it in 3 quarters. The position peaked at $3.4K in Q3 2025. 171 funds tracked by Wall St. Rank hold MPT as of Q2 2026.

  • Root Financial Partners reported no remaining Medical Properties Trust position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 670 Medical Properties Trust shares in Q2 2026, an estimated $3.1K.
  • Root Financial Partners first reported a position in Medical Properties Trust in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Medical Properties Trust position peaked at $3.4K in Q3 2025.
  • 171 funds tracked by Wall St. Rank held Medical Properties Trust as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.