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 Q3	$284	Sell	82 -3,689	-98%	-$15.5K	﹤0.01%	2283
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%	+$9.8K	﹤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

ticino wealth Mission Viejo, California $324M AUM 26.97% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

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 Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Affiance Financial St. Louis Park, Minnesota $701M AUM 9.88% 1-Year Est. Return

Pensionfund Sabic Sittard, Netherlands $82.9M AUM 10.69% 1-Year Est. Return

Fulcrum Capital Seattle, Washington $525M AUM 23.04% 1-Year Est. Return

True Wealth Design's MPT Position: Q3 2026 in Review

True Wealth Design reduced its Medical Properties Trust (MPT) stake by 98% in Q3 2026, selling an estimated $15.5K and leaving 82 shares worth $284. The position accounts for ﹤0.01% of the portfolio, ranked #2283.

True Wealth Design first reported a position in MPT in Q1 2025 and has held it in 7 quarters since. The position peaked at $23.8K in Q4 2025. 60 funds tracked by Wall St. Rank hold MPT as of Q3 2026.

True Wealth Design held 82 shares of Medical Properties Trust worth $284 as of Q3 2026.
True Wealth Design sold 3,689 Medical Properties Trust shares in Q3 2026, an estimated $15.5K.
Medical Properties Trust made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2283 holding.
True Wealth Design first reported a position in Medical Properties Trust in Q1 2025 and has held it in 7 quarters since.
True Wealth Design's Medical Properties Trust position peaked at $23.8K in Q4 2025.
60 funds tracked by Wall St. Rank held Medical Properties Trust as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.