Sage Capital Advisors’s Medical Properties Trust MPT Stock Holding History

Sage Capital 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	$47.7K	Sell	10,335 -10,560	-51%	-$52.3K	0.01%	140
2026 Q1	$96.7K	Sell	20,895 -815	-4%	-$4.25K	0.02%	129
2025 Q4	$109K	Sell	21,710 -9,572	-31%	-$49.8K	0.03%	128
2025 Q3	$159K	Buy	31,282 +815	+3%	+$3.59K	0.04%	130
2025 Q2	$131K	Buy	30,467 +11,143	+58%	+$55.1K	0.03%	133
2025 Q1	$117K	Sell	19,324 -76	-0.4%	-$384	0.03%	131
2024 Q4	$76.6K	Buy	+19,400	New	+$86.9K	0.02%	136
2024 Q3	–	Sell	-11,000	Closed	-$47.4K	–	147
2024 Q2	$47.4K	Buy	+11,000	New	+$52.7K	0.01%	134
2023 Q2	–	Sell	-14,533	Closed	-$119K	–	130
2023 Q1	$119K	Buy	14,533 +25	+0.2%	+$276	0.05%	126
2022 Q4	$162K	Buy	+14,508	New	+$169K	0.07%	125
2022 Q1	–	Sell	-9,231	Closed	-$215K	–	113
2021 Q4	$215K	Buy	+9,231	New	+$198K	0.08%	101

Other funds holding MPT

WAM

Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return

ticino wealth Mission Viejo, California $317M AUM

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

DFG

Demars Financial Group Spokane Valley, Washington $361M AUM 24.02% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Sage Capital Advisors's MPT Position: Q2 2026 in Review

Sage Capital Advisors reduced its Medical Properties Trust (MPT) stake by 51% in Q2 2026, selling an estimated $52.3K and leaving 10,335 shares worth $47.7K. The position accounts for 0.01% of the portfolio, ranked #140.

Sage Capital Advisors first reported a position in MPT in Q4 2021 and has held it in 11 quarters since. The position peaked at $215K in Q4 2021. 76 funds tracked by Wall St. Rank hold MPT as of Q2 2026.

Sage Capital Advisors held 10,335 shares of Medical Properties Trust worth $47.7K as of Q2 2026.
Sage Capital Advisors sold 10,560 Medical Properties Trust shares in Q2 2026, an estimated $52.3K.
Medical Properties Trust made up 0.01% of Sage Capital Advisors's portfolio in Q2 2026, its #140 holding.
Sage Capital Advisors first reported a position in Medical Properties Trust in Q4 2021 and has held it in 11 quarters since.
Sage Capital Advisors's Medical Properties Trust position peaked at $215K in Q4 2021.
76 funds tracked by Wall St. Rank held Medical Properties Trust as of Q2 2026.

Based on Sage Capital Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.