SFA
MPT

Sequoia Financial Advisors’s Medical Properties Trust MPT Stock Holding History

Sequoia Financial 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 		$618K Buy
133,866
+75,996
+131% +$377K ﹤0.01% 1206
2026
Q1 		$268K Buy
57,870
+22,268
+63% +$116K ﹤0.01% 1633
2025
Q4 		$178K Buy
35,602
+14,419
+68% +$75.1K ﹤0.01% 1830
2025
Q3 		$107K Buy
21,183
+9,166
+76% +$40.4K ﹤0.01% 1686
2025
Q2 		$51.8K Sell
12,017
-3,888
-24% -$19.2K ﹤0.01% 1558
2025
Q1 		$95.9K Sell
15,905
-6,972
-30% -$35.3K ﹤0.01% 1326
2024
Q4 		$90.4K Sell
22,877
-5,272
-19% -$23.6K ﹤0.01% 1291
2024
Q3 		$165K Buy
28,149
+1,974
+8% +$9.73K ﹤0.01% 1184
2024
Q2 		$113K Sell
26,175
-12,251
-32% -$58.7K ﹤0.01% 1154
2024
Q1 		$181K Buy
+38,426
New +$147K ﹤0.01% 1074

Other funds holding MPT

WAM
Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return
TW
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
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $5.7B AUM 35.76% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
PDN
Pensionfund DSM Netherlands Sittard, Netherlands $194M AUM 19.57% 1-Year Est. Return

Sequoia Financial Advisors's MPT Position: Q2 2026 in Review

Sequoia Financial Advisors increased its Medical Properties Trust (MPT) stake by 131% in Q2 2026, buying an estimated $377K and bringing the position to 133,866 shares worth $618K. The position accounts for ﹤0.01% of the portfolio, ranked #1206.

Sequoia Financial Advisors first reported a position in MPT in Q1 2024 and has held it in 10 quarters since. 60 funds tracked by Wall St. Rank hold MPT as of Q2 2026.

  • Sequoia Financial Advisors held 133,866 shares of Medical Properties Trust worth $618K as of Q2 2026.
  • Sequoia Financial Advisors bought 75,996 Medical Properties Trust shares in Q2 2026, an estimated $377K.
  • Medical Properties Trust made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1206 holding.
  • Sequoia Financial Advisors first reported a position in Medical Properties Trust in Q1 2024 and has held it in 10 quarters since.
  • 60 funds tracked by Wall St. Rank held Medical Properties Trust as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.