True Wealth Design’s Medical Properties Trust MPT Stock Holding History

True Wealth Design’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	$17.4K	Buy	3,771 +716	+23%	+$3.55K	﹤0.01%	855
2026 Q1	$14.1K	Sell	3,055 -1,704	-36%	-$8.89K	﹤0.01%	847
2025 Q4	$23.8K	Buy	4,759 +2,502	+111%	+$13K	0.01%	548
2025 Q3	$11.4K	Buy	2,257 +2,220	+6,000%	+$9.78K	﹤0.01%	790
2025 Q2	$160	Sell	37 -59	-61%	-$292	﹤0.01%	2129
2025 Q1	$579	Buy	+96	New	+$485	﹤0.01%	1489

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

True Wealth Design's MPT Position: Q2 2026 in Review

True Wealth Design increased its Medical Properties Trust (MPT) stake by 23% in Q2 2026, buying an estimated $3.55K and bringing the position to 3,771 shares worth $17.4K. The position accounts for ﹤0.01% of the portfolio, ranked #855.

True Wealth Design first reported a position in MPT in Q1 2025 and has held it in 6 quarters since. The position peaked at $23.8K in Q4 2025. 160 funds tracked by Wall St. Rank hold MPT as of Q2 2026.

True Wealth Design held 3,771 shares of Medical Properties Trust worth $17.4K as of Q2 2026.
True Wealth Design bought 716 Medical Properties Trust shares in Q2 2026, an estimated $3.55K.
Medical Properties Trust made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #855 holding.
True Wealth Design first reported a position in Medical Properties Trust in Q1 2025 and has held it in 6 quarters since.
True Wealth Design's Medical Properties Trust position peaked at $23.8K in Q4 2025.
160 funds tracked by Wall St. Rank held Medical Properties Trust as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.