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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
Q3 		$56.3K Buy
16,260
+200
+1% +$841 0.01% 364
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

TW
ticino wealth Mission Viejo, California $324M AUM 26.97% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
PDN
Pensionfund DSM Netherlands Sittard, Netherlands $170M AUM 7.16% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
PS
Pensionfund Sabic Sittard, Netherlands $82.9M AUM 10.69% 1-Year Est. Return
ACA
Affinity Capital Advisors Berkeley, California $856M AUM 17.43% 1-Year Est. Return
BWM
BCO Wealth Management Carlsbad, New Mexico $185M AUM 9% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
PCM
Park Capital Management Madison, Wisconsin $197M AUM 77.17% 1-Year Est. Return

Toth Financial Advisory's MPT Position: Q3 2026 in Review

Toth Financial Advisory increased its Medical Properties Trust (MPT) stake by 1.2% in Q3 2026, buying an estimated $841 and bringing the position to 16,260 shares worth $56.3K. The position accounts for 0.01% of the portfolio, ranked #364.

Toth Financial Advisory first reported a position in MPT in Q3 2021 and has held it in 18 quarters since. The position peaked at $95.3K in Q1 2025. 34 funds tracked by Wall St. Rank hold MPT as of Q3 2026.

  • Toth Financial Advisory held 16,260 shares of Medical Properties Trust worth $56.3K as of Q3 2026.
  • Toth Financial Advisory bought 200 Medical Properties Trust shares in Q3 2026, an estimated $841.
  • Medical Properties Trust made up 0.01% of Toth Financial Advisory's portfolio in Q3 2026, its #364 holding.
  • Toth Financial Advisory first reported a position in Medical Properties Trust in Q3 2021 and has held it in 18 quarters since.
  • Toth Financial Advisory's Medical Properties Trust position peaked at $95.3K in Q1 2025.
  • 34 funds tracked by Wall St. Rank held Medical Properties Trust as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.