Wealth Enhancement Advisory Services
MPT

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
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

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

Wealth Enhancement Advisory Services's MPT Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Medical Properties Trust (MPT) stake by 2.5% in Q2 2026, buying an estimated $27.4K and bringing the position to 222,729 shares worth $879K. The position accounts for ﹤0.01% of the portfolio, ranked #2165.

Wealth Enhancement Advisory Services first reported a position in MPT in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.96M in Q3 2025. 154 funds tracked by Wall St. Rank hold MPT as of Q2 2026.

  • Wealth Enhancement Advisory Services held 222,729 shares of Medical Properties Trust worth $879K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 5,535 Medical Properties Trust shares in Q2 2026, an estimated $27.4K.
  • Medical Properties Trust made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2165 holding.
  • Wealth Enhancement Advisory Services first reported a position in Medical Properties Trust in Q3 2023 and has held it in 12 quarters since.
  • Wealth Enhancement Advisory Services's Medical Properties Trust position peaked at $1.96M in Q3 2025.
  • 154 funds tracked by Wall St. Rank held Medical Properties Trust as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.