Toth Financial Advisory’s Medical Properties Trust MPT Stock Holding History

Toth Financial Advisory’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	$74.2K	Buy	16,060 +70	+0.4%	+$347	0.01%	333
2026 Q1	$74K	Buy	15,990 +840	+6%	+$4.38K	0.01%	312
2025 Q4	$75.8K	Buy	15,150 +150	+1%	+$781	0.01%	296
2025 Q3	$76K	Sell	15,000 -1,050	-7%	-$4.63K	0.01%	293
2025 Q2	$69.2K	Buy	16,050 +250	+2%	+$1.24K	0.01%	273
2025 Q1	$95.3K	Buy	15,800 +1,160	+8%	+$5.87K	0.01%	244
2024 Q4	$57.8K	Buy	14,640 +1,338	+10%	+$5.99K	0.01%	284
2024 Q3	$77.8K	Buy	13,302 +2,283	+21%	+$11.3K	0.01%	253
2024 Q2	$47.5K	Buy	+11,019	New	+$52.8K	0.01%	300
2023 Q3	–	Sell	-1,150	Closed	-$10.6K	–	820
2023 Q2	$10.6K	Buy	1,150 +1,000	+667%	+$8.46K	﹤0.01%	458
2023 Q1	$1.23K	Hold	150	–	–	﹤0.01%	730
2022 Q4	$1.67K	Hold	150	–	–	﹤0.01%	609
2022 Q3	$2K	Hold	150	–	–	﹤0.01%	643
2022 Q2	$2K	Hold	150	–	–	﹤0.01%	601
2022 Q1	$3K	Hold	150	–	–	﹤0.01%	594
2021 Q4	$4K	Buy	150 +45	+43%	+$964	﹤0.01%	591
2021 Q3	$2K	Buy	+105	New	+$2.15K	﹤0.01%	662

Other funds holding MPT

WAM

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

ticino wealth Mission Viejo, California $317M AUM

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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) 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 Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Toth Financial Advisory's MPT Position: Q2 2026 in Review

Toth Financial Advisory increased its Medical Properties Trust (MPT) stake by 0.44% in Q2 2026, buying an estimated $347 and bringing the position to 16,060 shares worth $74.2K. The position accounts for 0.01% of the portfolio, ranked #333.

Toth Financial Advisory first reported a position in MPT in Q3 2021 and has held it in 17 quarters since. The position peaked at $95.3K in Q1 2025. 160 funds tracked by Wall St. Rank hold MPT as of Q2 2026.

Toth Financial Advisory held 16,060 shares of Medical Properties Trust worth $74.2K as of Q2 2026.
Toth Financial Advisory bought 70 Medical Properties Trust shares in Q2 2026, an estimated $347.
Medical Properties Trust made up 0.01% of Toth Financial Advisory's portfolio in Q2 2026, its #333 holding.
Toth Financial Advisory first reported a position in Medical Properties Trust in Q3 2021 and has held it in 17 quarters since.
Toth Financial Advisory's Medical Properties Trust position peaked at $95.3K in Q1 2025.
160 funds tracked by Wall St. Rank held Medical Properties Trust as of Q2 2026.

Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.