SMDAM
MPT

Sumitomo Mitsui DS Asset Management’s Medical Properties Trust MPT Stock Holding History

Sumitomo Mitsui DS Asset 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 		$499K Hold
108,094
– – ﹤0.01% 677
2026
Q1 		$500K Hold
108,094
– – ﹤0.01% 670
2025
Q4 		$540K Hold
108,094
– – ﹤0.01% 658
2025
Q3 		$548K Sell
108,094
-14,965
-12% -$65.9K ﹤0.01% 653
2025
Q2 		$530K Hold
123,059
– – ﹤0.01% 660
2025
Q1 		$742K Buy
123,059
+11,252
+10% +$56.9K 0.01% 659
2024
Q4 		$442K Hold
111,807
– – ﹤0.01% 710
2024
Q3 		$654K Buy
111,807
+14,219
+15% +$70.1K 0.01% 680
2024
Q2 		$421K Hold
97,588
– – 0.01% 703
2024
Q1 		$459K Hold
97,588
– – 0.01% 697
2023
Q4 		$479K Hold
97,588
– – 0.01% 714
2023
Q3 		$532K Sell
97,588
-3,917
-4% -$31.4K 0.01% 671
2023
Q2 		$940K Sell
101,505
-36,903
-27% -$312K 0.01% 578
2023
Q1 		$1.14M Buy
138,408
+23,832
+21% +$263K 0.02% 518
2022
Q4 		$1.28M Hold
114,576
– – 0.03% 468
2022
Q3 		$1.36M Buy
114,576
+8,567
+8% +$130K 0.03% 421
2022
Q2 		$1.62M Buy
106,009
+7,522
+8% +$135K 0.04% 368
2022
Q1 		$2.08M Buy
98,487
+3,651
+4% +$78.7K 0.04% 332
2021
Q4 		$2.24M Buy
94,836
+2,857
+3% +$61.2K 0.05% 343
2021
Q3 		$1.85M Buy
91,979
+2,578
+3% +$52.8K 0.04% 350
2021
Q2 		$1.8M Buy
89,401
+8,878
+11% +$190K 0.04% 351
2021
Q1 		$1.71M Buy
80,523
+13,745
+21% +$296K 0.04% 349
2020
Q4 		$1.46M Sell
66,778
-113
-0.2% -$2.2K 0.04% 372
2020
Q3 		$1.18M Sell
66,891
-1,371
-2% -$25.5K 0.04% 376
2020
Q2 		$1.28M Buy
68,262
+8,082
+13% +$143K 0.04% 334
2020
Q1 		$1.04M Buy
60,180
+4,167
+7% +$87.1K 0.04% 333
2019
Q4 		$1.18M Buy
56,013
+37,973
+210% +$769K 0.04% 379
2019
Q3 		$352K Buy
18,040
+2,903
+19% +$53.3K 0.01% 621
2019
Q2 		$263K Hold
15,137
– – 0.01% 685
2019
Q1 		$280K Sell
15,137
-1,174
-7% -$20.9K ﹤0.01% 765
2018
Q4 		$262K Hold
16,311
– – ﹤0.01% 747
2018
Q3 		$243K Hold
16,311
– – ﹤0.01% 776
2018
Q2 		$229K Buy
16,311
+5,440
+50% +$72.1K ﹤0.01% 767
2018
Q1 		$141K Buy
10,871
+47
+0.4% +$602 ﹤0.01% 773
2017
Q4 		$149K Hold
10,824
– – ﹤0.01% 783
2017
Q3 		$142K Sell
10,824
-450
-4% -$5.8K ﹤0.01% 749
2017
Q2 		$145K Sell
11,274
-5,100
-31% -$67.9K ﹤0.01% 755
2017
Q1 		$211K Hold
16,374
– – ﹤0.01% 746
2016
Q4 		$201K Buy
16,374
+5,600
+52% +$72.5K ﹤0.01% 745
2016
Q3 		$159K Hold
10,774
– – ﹤0.01% 733
2016
Q2 		$163K Buy
+10,774
New +$152K 0.01% 702
2014
Q3 		– Sell
-14,274
Closed -$188K – 741
2014
Q2 		$188K Sell
14,274
-19,700
-58% -$262K 0.01% 754
2014
Q1 		$434K Sell
33,974
-1,900
-5% -$24.4K 0.01% 709
2013
Q4 		$438K Sell
35,874
-5,200
-13% -$66.4K 0.01% 717
2013
Q3 		$499K Sell
41,074
-300
-0.7% -$4.01K 0.01% 682
2013
Q2 		$592K Buy
+41,374
New +$652K 0.02% 631

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 $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
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

Sumitomo Mitsui DS Asset Management's MPT Position: Q2 2026 in Review

Sumitomo Mitsui DS Asset Management held its Medical Properties Trust (MPT) position steady in Q2 2026 at 108,094 shares worth $499K. The position accounts for ﹤0.01% of the portfolio, ranked #677.

Sumitomo Mitsui DS Asset Management first reported a position in MPT in Q2 2013 and has held it in 46 quarters since. The position peaked at $2.24M in Q4 2021. 74 funds tracked by Wall St. Rank hold MPT as of Q2 2026.

  • Sumitomo Mitsui DS Asset Management held 108,094 shares of Medical Properties Trust worth $499K as of Q2 2026.
  • Sumitomo Mitsui DS Asset Management left its Medical Properties Trust share count unchanged in Q2 2026.
  • Medical Properties Trust made up ﹤0.01% of Sumitomo Mitsui DS Asset Management's portfolio in Q2 2026, its #677 holding.
  • Sumitomo Mitsui DS Asset Management first reported a position in Medical Properties Trust in Q2 2013 and has held it in 46 quarters since.
  • Sumitomo Mitsui DS Asset Management's Medical Properties Trust position peaked at $2.24M in Q4 2021.
  • 74 funds tracked by Wall St. Rank held Medical Properties Trust as of Q2 2026.

Based on Sumitomo Mitsui DS Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.