WT
MPT

Whittier Trust’s Medical Properties Trust MPT Stock Holding History

Whittier Trust’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
-450
Closed -$2.07K – 1390
2026
Q1 		$2.07K Buy
+450
New +$2.35K ﹤0.01% 1273
2025
Q1 		– Sell
-360
Closed -$1.42K – 1548
2024
Q4 		$1.42K Hold
360
– – ﹤0.01% 1472
2024
Q3 		$2.11K Hold
360
– – ﹤0.01% 1452
2024
Q2 		$1.55K Sell
360
-1,500
-81% -$7.19K ﹤0.01% 1444
2024
Q1 		$8.74K Buy
1,860
+1,500
+417% +$5.74K ﹤0.01% 1288
2023
Q4 		$1.77K Sell
360
-63
-15% -$308 ﹤0.01% 1408
2023
Q3 		$2.31K Buy
423
+63
+18% +$505 ﹤0.01% 1453
2023
Q2 		$3.33K Sell
360
-7,932
-96% -$67.1K ﹤0.01% 1411
2023
Q1 		$68.2K Hold
8,292
– – ﹤0.01% 906
2022
Q4 		$92.4K Sell
8,292
-104
-1% -$1.21K ﹤0.01% 833
2022
Q3 		$100K Buy
8,396
+104
+1% +$1.57K ﹤0.01% 792
2022
Q2 		$127K Hold
8,292
– – ﹤0.01% 740
2022
Q1 		$175K Hold
8,292
– – ﹤0.01% 700
2021
Q4 		$196K Buy
8,292
+7,400
+830% +$159K ﹤0.01% 682
2021
Q3 		$18K Buy
892
+532
+148% +$10.9K ﹤0.01% 1152
2021
Q2 		$7K Hold
360
– – ﹤0.01% 1319
2021
Q1 		$8K Hold
360
– – ﹤0.01% 1285
2020
Q4 		$8K Hold
360
– – ﹤0.01% 1180
2020
Q3 		$6K Hold
360
– – ﹤0.01% 1201
2020
Q2 		$7K Hold
360
– – ﹤0.01% 1117
2020
Q1 		$6K Sell
360
-38
-10% -$795 ﹤0.01% 1191
2019
Q4 		$8K Hold
398
– – ﹤0.01% 1168
2019
Q3 		$8K Buy
398
+360
+947% +$6.61K ﹤0.01% 1177
2019
Q2 		$1K Hold
38
– – ﹤0.01% 1302
2019
Q1 		$1K Buy
+38
New +$677 ﹤0.01% 1308

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

Whittier Trust's MPT Position: Q2 2026 in Review

Whittier Trust sold out of Medical Properties Trust (MPT) in Q2 2026, closing a stake of 450 shares — an estimated $2.07K sold.

Whittier Trust first reported a position in MPT in Q1 2019 and held it in 25 quarters. The position peaked at $196K in Q4 2021. 154 funds tracked by Wall St. Rank hold MPT as of Q2 2026.

  • Whittier Trust reported no remaining Medical Properties Trust position as of Q2 2026 after selling out during the quarter.
  • Whittier Trust sold 450 Medical Properties Trust shares in Q2 2026, an estimated $2.07K.
  • Whittier Trust first reported a position in Medical Properties Trust in Q1 2019 and held it in 25 quarters.
  • Whittier Trust's Medical Properties Trust position peaked at $196K in Q4 2021.
  • 154 funds tracked by Wall St. Rank held Medical Properties Trust as of Q2 2026.

Based on Whittier Trust's 13F filing for Q2 2026, filed 28 Jul 2026.