Wealth Enhancement Advisory Services
MPT icon

Wealth Enhancement Advisory Services’s Medical Properties Trust MPT Stock Holding History

Wealth Enhancement Advisory Services’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 		$247K Sell
77,304
-145,425
-65% -$611K ﹤0.01% 3548
2026
Q2 		$879K Buy
222,729
+5,535
+3% +$27.4K ﹤0.01% 2165
2026
Q1 		$900K Sell
217,194
-1,613
-0.7% -$8.41K ﹤0.01% 1874
2025
Q4 		$1.17M Sell
218,807
-143,192
-40% -$745K ﹤0.01% 1846
2025
Q3 		$1.96M Buy
361,999
+104,254
+40% +$459K ﹤0.01% 1448
2025
Q2 		$1.13M Sell
257,745
-23,596
-8% -$117K ﹤0.01% 1677
2025
Q1 		$1.7M Sell
281,341
-4,282
-1% -$21.7K ﹤0.01% 1330
2024
Q4 		$1.13M Buy
285,623
+251,114
+728% +$1.12M ﹤0.01% 1471
2024
Q3 		$202K Sell
34,509
-2,822
-8% -$13.9K ﹤0.01% 2448
2024
Q2 		$161K Buy
37,331
+2,522
+7% +$12.1K ﹤0.01% 2334
2024
Q1 		$164K Buy
34,809
+3,971
+13% +$15.2K ﹤0.01% 2234
2023
Q4 		$151K Buy
30,838
+7,539
+32% +$36.9K ﹤0.01% 2130
2023
Q3 		$127K Buy
+23,299
New +$187K ﹤0.01% 2071

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
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
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
PCM
Park Capital Management Madison, Wisconsin $197M AUM 77.17% 1-Year Est. Return

Wealth Enhancement Advisory Services's MPT Position: Q3 2026 in Review

Wealth Enhancement Advisory Services reduced its Medical Properties Trust (MPT) stake by 65% in Q3 2026, selling an estimated $611K and leaving 77,304 shares worth $247K. The position accounts for ﹤0.01% of the portfolio, ranked #3548.

Wealth Enhancement Advisory Services first reported a position in MPT in Q3 2023 and has held it in 13 quarters since. The position peaked at $1.96M in Q3 2025. 34 funds tracked by Wall St. Rank hold MPT as of Q3 2026.

  • Wealth Enhancement Advisory Services held 77,304 shares of Medical Properties Trust worth $247K as of Q3 2026.
  • Wealth Enhancement Advisory Services sold 145,425 Medical Properties Trust shares in Q3 2026, an estimated $611K.
  • Medical Properties Trust made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #3548 holding.
  • Wealth Enhancement Advisory Services first reported a position in Medical Properties Trust in Q3 2023 and has held it in 13 quarters since.
  • Wealth Enhancement Advisory Services's Medical Properties Trust position peaked at $1.96M in Q3 2025.
  • 34 funds tracked by Wall St. Rank held Medical Properties Trust as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.