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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
2025
Q3 		– Hold
0
– -$4.74K – 806
2025
Q2 		– Hold
0
– – – 565
2025
Q1 		– Hold
0
– – – 497
2024
Q4 		– Hold
0
– – – 539
2024
Q3 		– Hold
0
– – – 527

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.