Wedmont Private Capital’s Medical Properties Trust MPT Stock Holding History

Wedmont Private Capital’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	$200K	Sell	44,442 -27,558	-38%	-$137K	0.01%	923
2026 Q1	$342K	Buy	72,000 +53,217	+283%	+$278K	0.01%	621
2025 Q4	$101K	Buy	18,783 +8,559	+84%	+$44.6K	﹤0.01%	796
2025 Q3	$55.4K	Sell	10,224 -10,121	-50%	-$44.6K	﹤0.01%	783
2025 Q2	$84.4K	Sell	20,345 -4,562	-18%	-$22.5K	﹤0.01%	733
2025 Q1	$132K	Buy	+24,907	New	+$126K	0.01%	676

Other funds holding MPT

WAM

Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return

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

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

DFG

Demars Financial Group Spokane Valley, Washington $361M AUM 24.02% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Wedmont Private Capital's MPT Position: Q2 2026 in Review

Wedmont Private Capital reduced its Medical Properties Trust (MPT) stake by 38% in Q2 2026, selling an estimated $137K and leaving 44,442 shares worth $200K. The position accounts for 0.01% of the portfolio, ranked #923.

Wedmont Private Capital first reported a position in MPT in Q1 2025 and has held it in 6 quarters since. The position peaked at $342K in Q1 2026. 76 funds tracked by Wall St. Rank hold MPT as of Q2 2026.

Wedmont Private Capital held 44,442 shares of Medical Properties Trust worth $200K as of Q2 2026.
Wedmont Private Capital sold 27,558 Medical Properties Trust shares in Q2 2026, an estimated $137K.
Medical Properties Trust made up 0.01% of Wedmont Private Capital's portfolio in Q2 2026, its #923 holding.
Wedmont Private Capital first reported a position in Medical Properties Trust in Q1 2025 and has held it in 6 quarters since.
Wedmont Private Capital's Medical Properties Trust position peaked at $342K in Q1 2026.
76 funds tracked by Wall St. Rank held Medical Properties Trust as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.