SFG
MPT

Southern Financial Group’s Medical Properties Trust MPT Stock Holding History

Southern Financial 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
Q2 		$189K Buy
40,965
+4,573
+13% +$22.7K 0.05% 92
2026
Q1 		$168K Buy
36,392
+6,232
+21% +$32.5K 0.05% 88
2025
Q4 		$151K Buy
+30,160
New +$157K 0.04% 82

Other funds holding MPT

WAM
Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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

Southern Financial Group's MPT Position: Q2 2026 in Review

Southern Financial Group increased its Medical Properties Trust (MPT) stake by 13% in Q2 2026, buying an estimated $22.7K and bringing the position to 40,965 shares worth $189K. The position accounts for 0.05% of the portfolio, ranked #92.

Southern Financial Group first reported a position in MPT in Q4 2025 and has held it in 3 quarters since. 194 funds tracked by Wall St. Rank hold MPT as of Q2 2026.

  • Southern Financial Group held 40,965 shares of Medical Properties Trust worth $189K as of Q2 2026.
  • Southern Financial Group bought 4,573 Medical Properties Trust shares in Q2 2026, an estimated $22.7K.
  • Medical Properties Trust made up 0.05% of Southern Financial Group's portfolio in Q2 2026, its #92 holding.
  • Southern Financial Group first reported a position in Medical Properties Trust in Q4 2025 and has held it in 3 quarters since.
  • 194 funds tracked by Wall St. Rank held Medical Properties Trust as of Q2 2026.

Based on Southern Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.