WG
MPT

Welch Group’s Medical Properties Trust MPT Stock Holding History

Welch Group’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 		$238K Buy
51,619
+2,397
+5% +$11.9K 0.01% 284
2026
Q1 		$228K Buy
49,222
+3,348
+7% +$17.5K 0.01% 277
2025
Q4 		$229K Buy
45,874
+3,541
+8% +$18.4K 0.01% 283
2025
Q3 		$215K Sell
42,333
-8,931
-17% -$39.3K 0.01% 277
2025
Q2 		$221K Buy
51,264
+12,434
+32% +$61.5K 0.01% 253
2025
Q1 		$235K Buy
38,830
+5,574
+17% +$28.2K 0.01% 226
2024
Q4 		$124K Sell
33,256
-6,469
-16% -$29K 0.01% 254
2024
Q3 		$232K Buy
39,725
+21,029
+112% +$104K 0.01% 237
2024
Q2 		$80.6K Buy
18,696
+6,098
+48% +$29.2K ﹤0.01% 259
2024
Q1 		$59.2K Hold
12,598
– – ﹤0.01% 229
2023
Q4 		$61.9K Sell
12,598
-12,253
-49% -$60K ﹤0.01% 220
2023
Q3 		$135K Sell
24,851
-11,786
-32% -$94.4K 0.01% 204
2023
Q2 		$339K Buy
36,637
+864
+2% +$7.31K 0.02% 149
2023
Q1 		$294K Buy
35,773
+4,605
+15% +$50.8K 0.02% 154
2022
Q4 		$347K Buy
31,168
+5,555
+22% +$64.6K 0.02% 145
2022
Q3 		$304K Buy
25,613
+5,985
+30% +$90.7K 0.02% 131
2022
Q2 		$300K Buy
19,628
+71
+0.4% +$1.28K 0.02% 146
2022
Q1 		$413K Sell
19,557
-774
-4% -$16.7K 0.02% 133
2021
Q4 		$480K Buy
20,331
+6,165
+44% +$132K 0.03% 125
2021
Q3 		$284K Buy
14,166
+900
+7% +$18.4K 0.02% 150
2021
Q2 		$267K Sell
13,266
-969
-7% -$20.7K 0.02% 150
2021
Q1 		$303K Buy
14,235
+1,714
+14% +$36.9K 0.02% 141
2020
Q4 		$273K Sell
12,521
-2,548
-17% -$49.6K 0.02% 127
2020
Q3 		$266K Sell
15,069
-931
-6% -$17.3K 0.02% 121
2020
Q2 		$301K Buy
16,000
+2,395
+18% +$42.4K 0.03% 107
2020
Q1 		$235K Buy
13,605
+4,043
+42% +$84.5K 0.03% 109
2019
Q4 		$202K Sell
9,562
-107
-1% -$2.17K 0.02% 114
2019
Q3 		$189K Hold
9,669
– – 0.02% 115
2019
Q2 		$169K Buy
9,669
+3,900
+68% +$70.2K 0.02% 115
2019
Q1 		$107K Buy
+5,769
New +$103K 0.01% 140

Other funds holding MPT

WAM
Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Welch Group's MPT Position: Q2 2026 in Review

Welch Group increased its Medical Properties Trust (MPT) stake by 4.9% in Q2 2026, buying an estimated $11.9K and bringing the position to 51,619 shares worth $238K. The position accounts for 0.01% of the portfolio, ranked #284.

Welch Group first reported a position in MPT in Q1 2019 and has held it in 30 quarters since. The position peaked at $480K in Q4 2021. 158 funds tracked by Wall St. Rank hold MPT as of Q2 2026.

  • Welch Group held 51,619 shares of Medical Properties Trust worth $238K as of Q2 2026.
  • Welch Group bought 2,397 Medical Properties Trust shares in Q2 2026, an estimated $11.9K.
  • Medical Properties Trust made up 0.01% of Welch Group's portfolio in Q2 2026, its #284 holding.
  • Welch Group first reported a position in Medical Properties Trust in Q1 2019 and has held it in 30 quarters since.
  • Welch Group's Medical Properties Trust position peaked at $480K in Q4 2021.
  • 158 funds tracked by Wall St. Rank held Medical Properties Trust as of Q2 2026.

Based on Welch Group's 13F filing for Q2 2026, filed 23 Jul 2026.