WA
MPT

Waddell & Associates’s Medical Properties Trust MPT Stock Holding History

Waddell & Associates’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 		– Sell
-12,266
Closed -$56.8K – 571
2026
Q1 		$56.8K Sell
12,266
-9,402
-43% -$49K ﹤0.01% 442
2025
Q4 		$108K Buy
21,668
+10,801
+99% +$56.2K 0.01% 374
2025
Q3 		$55.1K Buy
+10,867
New +$47.9K ﹤0.01% 324

Other funds holding MPT

WAM
Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return
TW
ticino wealth Mission Viejo, California $317M AUM
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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Waddell & Associates's MPT Position: Q2 2026 in Review

Waddell & Associates sold out of Medical Properties Trust (MPT) in Q2 2026, closing a stake of 12,266 shares — an estimated $56.8K sold.

Waddell & Associates first reported a position in MPT in Q3 2025 and held it in 3 quarters. The position peaked at $108K in Q4 2025. 80 funds tracked by Wall St. Rank hold MPT as of Q2 2026.

  • Waddell & Associates reported no remaining Medical Properties Trust position as of Q2 2026 after selling out during the quarter.
  • Waddell & Associates sold 12,266 Medical Properties Trust shares in Q2 2026, an estimated $56.8K.
  • Waddell & Associates first reported a position in Medical Properties Trust in Q3 2025 and held it in 3 quarters.
  • Waddell & Associates's Medical Properties Trust position peaked at $108K in Q4 2025.
  • 80 funds tracked by Wall St. Rank held Medical Properties Trust as of Q2 2026.

Based on Waddell & Associates's 13F filing for Q2 2026, filed 15 Jul 2026.