SWM
MPT

Spire Wealth Management’s Medical Properties Trust MPT Stock Holding History

Spire Wealth Management’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 		$10.6K Sell
2,296
-145
-6% -$719 ﹤0.01% 1631
2026
Q1 		$11.3K Buy
2,441
+383
+19% +$2K ﹤0.01% 1576
2025
Q4 		$10.3K Buy
+2,058
New +$10.7K ﹤0.01% 1689
2025
Q3 		– Sell
-180
Closed -$774 – 2436
2025
Q2 		$774 Buy
+180
New +$890 ﹤0.01% 2317
2024
Q2 		– Sell
-298
Closed -$1.4K – 2331
2024
Q1 		$1.4K Sell
298
-2,029
-87% -$7.77K ﹤0.01% 2151
2023
Q4 		$7.14K Sell
2,327
-1,706
-42% -$8.35K ﹤0.01% 1848
2023
Q3 		$22K Sell
4,033
-2,123
-34% -$17K ﹤0.01% 1465
2023
Q2 		$57K Buy
6,156
+32
+0.5% +$271 ﹤0.01% 1149
2023
Q1 		$50.3K Buy
6,124
+4,196
+218% +$46.3K ﹤0.01% 1203
2022
Q4 		$21K Buy
1,928
+1,828
+1,828% +$21.3K ﹤0.01% 1355
2022
Q3 		$1K Sell
100
-5,600
-98% -$84.8K ﹤0.01% 2099
2022
Q2 		$87K Sell
5,700
-1,275
-18% -$22.9K ﹤0.01% 1085
2022
Q1 		$147K Buy
6,975
+1,275
+22% +$27.5K ﹤0.01% 1024
2021
Q4 		$135K Hold
5,700
– – ﹤0.01% 1280
2021
Q3 		$114K Buy
5,700
+700
+14% +$14.3K ﹤0.01% 1146
2021
Q2 		$101K Sell
5,000
-21,540
-81% -$461K ﹤0.01% 1179
2021
Q1 		$458K Buy
+26,540
New +$571K 0.01% 698

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

Spire Wealth Management's MPT Position: Q2 2026 in Review

Spire Wealth Management reduced its Medical Properties Trust (MPT) stake by 5.9% in Q2 2026, selling an estimated $719 and leaving 2,296 shares worth $10.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1631.

Spire Wealth Management first reported a position in MPT in Q1 2021 and has held it in 17 quarters since. The position peaked at $458K in Q1 2021. 160 funds tracked by Wall St. Rank hold MPT as of Q2 2026.

  • Spire Wealth Management held 2,296 shares of Medical Properties Trust worth $10.6K as of Q2 2026.
  • Spire Wealth Management sold 145 Medical Properties Trust shares in Q2 2026, an estimated $719.
  • Medical Properties Trust made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1631 holding.
  • Spire Wealth Management first reported a position in Medical Properties Trust in Q1 2021 and has held it in 17 quarters since.
  • Spire Wealth Management's Medical Properties Trust position peaked at $458K in Q1 2021.
  • 160 funds tracked by Wall St. Rank held Medical Properties Trust as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.