TFA
MPT

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

WAM
Wilsey Asset Management San Diego, California $681M AUM 6.7% 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
DWM
Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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. 152 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.
  • 152 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.