Filing Research | MPT - MEDICAL PROPERTIES TRUST INC Institutional Holdings

Snapshot holdings

50 / 97 loaded

#		Instrument	quantity
1	WILSEY ASSET MANAGEMENT INC	Shares	7.6MSH	$35.2M
2	TICINO WEALTH	Shares	622.1KSH	$2.9M
3	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	487.8KSH	$2.3M
4	D.A. DAVIDSON & CO.	Shares	236.8KSH	$1.1M
5	Police & Firemen's Retirement System of New Jersey	Shares	224.4KSH	$1.0M
6	Louisiana State Employees Retirement System	Shares	214.9KSH	$992.8K
7	Adams Asset Advisors, LLC	Shares	213.5KSH	$986.2K
8	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	222.7KSH	$879.2K
9	Demars Financial Group, LLC	Shares	148.9KSH	$688.1K
10	Sequoia Financial Advisors, LLC	Shares	133.9KSH	$618.5K
11	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	125.4KSH	$579.3K
12	Sumitomo Mitsui DS Asset Management Company, Ltd	Shares	108.1KSH	$499.4K
13	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	108.2KSH	$496.6K
14	Sivia Capital Partners, LLC	Shares	93.0KSH	$429.7K
15	PFG Investments, LLC	Shares	84.9KSH	$392.0K
16	KPP Advisory Services LLC	Shares	83.9KSH	$387.6K
17	IFM Investors Pty Ltd	Shares	82.2KSH	$379.8K
18	Merit Financial Group, LLC	Shares	78.9KSH	$364.4K
19	Affiance Financial, LLC	Shares	56.3KSH	$260.2K
20	Welch Group, LLC	Shares	51.6KSH	$238.5K
21	Bright Futures Wealth Management, LLC.	Shares	43.9KSH	$202.7K
22	Wedmont Private Capital	Shares	44.4KSH	$200.4K
23	Southern Financial Group, LLC	Shares	41.0KSH	$189.3K
24	Vanderbilt University	Shares	40.6KSH	$187.5K
25	Fulcrum Capital LLC	Shares	34.4KSH	$158.9K
26	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	32.3KSH	$152.3K
27	IFP Advisors, Inc	Shares	27.7KSH	$128.1K
28	NorthCrest Asset Manangement, LLC	Shares	27.2KSH	$125.3K
29	Ballentine Partners, LLC	Shares	27.0KSH	$124.7K
30	INDEPENDENT FINANCIAL GROUP, LLC	Shares	26.9KSH	$124.4K
31	BCO Wealth Management LLC	Shares	26.1KSH	$120.6K
32	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	Shares	25.9KSH	$119.9K
33	SIGNATUREFD, LLC	Shares	24.4KSH	$112.7K
34	EverSource Wealth Advisors, LLC	Shares	23.5KSH	$108.5K
35	LEE DANNER & BASS INC	Shares	22.6KSH	$104.6K
36	Fifth Third Wealth Advisors LLC	Shares	19.5KSH	$90.1K
37	Optas, LLC	Shares	16.5KSH	$76.3K
38	BENJAMIN EDWARDS INC	Shares	16.3KSH	$75.2K
39	TOTH FINANCIAL ADVISORY CORP	Shares	16.1KSH	$74.2K
40	SCHNIEDERS CAPITAL MANAGEMENT, LLC.	Shares	15.1KSH	$69.8K
41	Crossmark Global Holdings, Inc.	Shares	14.2KSH	$65.6K
42	JUNCTURE WEALTH STRATEGIES, LLC	Shares	13.5KSH	$62.4K
43	CIDEL ASSET MANAGEMENT INC	Shares	13.3KSH	$61.5K
44	B. Riley Wealth Advisors, Inc.	Shares	12.1KSH	$56.1K
45	Apella Capital, LLC	Shares	12.2KSH	$55.6K
46	RIVERSEDGE ADVISORS, LLC	Shares	11.4KSH	$52.9K
47	Brookwood Investment Group LLC	Shares	10.6KSH	$48.9K
48	Sage Capital Advisors,llc	Shares	10.3KSH	$47.7K
49	CoreCap Advisors, LLC	Shares	7.8KSH	$36.1K
50	Ritter Daniher Financial Advisory LLC / DE	Shares	7.6KSH	$35.1K

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Manager changes2026-06-30 vs 2026-03-31

50 / 106 loaded

#		Instrument
1	TICINO WEALTH added	Shares	+322.4K	+$1.5M	$2.9M
2	WILSEY ASSET MANAGEMENT INC added	Shares	+262.4K	+$1.1M	$35.2M
3	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS added	Shares	+139.0K	+$638.8K	$2.3M
4	Sequoia Financial Advisors, LLC added	Shares	+76.0K	+$350.5K	$618.5K
5	Sivia Capital Partners, LLC added	Shares	+68.1K	+$314.3K	$429.7K
6	Vanderbilt University new	Shares	+40.6K	+$187.5K	$187.5K
7	Demars Financial Group, LLC added	Shares	+31.9K	+$146.4K	$688.1K
8	Police & Firemen's Retirement System of New Jersey added	Shares	+15.4K	+$69.2K	$1.0M
9	JUNCTURE WEALTH STRATEGIES, LLC new	Shares	+13.5K	+$62.4K	$62.4K
10	RIVERSEDGE ADVISORS, LLC new	Shares	+11.4K	+$52.9K	$52.9K
11	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC added	Shares	+8.0K	+$37.0K	$119.9K
12	Southern Financial Group, LLC added	Shares	+4.6K	+$20.8K	$189.3K
13	D.A. DAVIDSON & CO. added	Shares	+4.8K	+$19.8K	$1.1M
14	NorthCrest Asset Manangement, LLC added	Shares	+4.4K	+$19.6K	$125.3K
15	Welch Group, LLC added	Shares	+2.4K	+$10.6K	$238.5K
16	IFP Advisors, Inc added	Shares	+2.2K	+$9.7K	$128.1K
17	Hoese & Co LLP new	Shares	+1.5K	+$6.9K	$6.9K
18	SJS Investment Consulting Inc. added	Shares	+1.2K	+$5.3K	$9.4K
19	PFG Investments, LLC added	Shares	+1.0K	+$3.9K	$392.0K
20	IFM Investors Pty Ltd added	Shares	+918	+$3.4K	$379.8K
21	Fortitude Family Office, LLC new	Shares	+711	+$3.3K	$3.3K
22	True Wealth Design, LLC added	Shares	+716	+$3.3K	$17.4K
23	INDEPENDENT FINANCIAL GROUP, LLC added	Shares	+750	+$3.2K	$124.4K
24	Wealth Enhancement Trust Services, Inc. new	Shares	+518	+$2.4K	$2.4K
25	Oakworth Capital, Inc. added	Shares	+500	+$2.3K	$16.2K
26	JNBA Financial Advisors new	Shares	+489	+$2.3K	$2.3K
27	JFS WEALTH ADVISORS, LLC new	Shares	+225	+$1.1K	$1.1K
28	Ritter Daniher Financial Advisory LLC / DE added	Shares	+138	+$563	$35.1K
29	TOTH FINANCIAL ADVISORY CORP added	Shares	+70	+$164	$74.2K
30	Activest Wealth Management added	Shares	+29	+$131	$1.5K
31	Darwin Wealth Management, LLC added	Shares	+30	+$125	$7.8K
32	Davis Capital Management new	Shares	+27	+$125	$125
33	Handelsbanken Fonder AB added	Shares	+11.9K	+$53	$1.2K
34	SALEM INVESTMENT COUNSELORS INC added	Shares	+6	+$28	$1.7K
35	Golden State Wealth Management, LLC added	Shares	+5	+$21	$1.3K
36	PFS Partners, LLC added	Shares	+5	+$21	$1.3K
37	Capital Advisors, Ltd. LLC unchanged	Shares	0	$0	$1
38	Key FInancial Inc unchanged	Shares	0	$0	$5
39	Pensionfund Sabic unchanged	Shares	0	$0	$201
40	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. unchanged	Shares	0	$0	$207
41	ARMSTRONG ADVISORY GROUP, INC unchanged	Shares	0	-$1	$462
42	Abound Wealth Management unchanged	Shares	0	-$1	$148
43	Cromwell Holdings LLC unchanged	Shares	0	-$1	$405
44	Pensionfund PDN unchanged	Shares	0	-$1	$402
45	WOLFF WIESE MAGANA LLC unchanged	Shares	0	-$1	$518
46	HM PAYSON & CO unchanged	Shares	0	-$2	$924
47	Physician Wealth Advisors, Inc. unchanged	Shares	0	-$2	$1.0K
48	ST GERMAIN D J CO INC unchanged	Shares	0	-$2	$910
49	FARMERS & MERCHANTS INVESTMENTS INC unchanged	Shares	0	-$3	$1.2K
50	HHM Wealth Advisors, LLC unchanged	Shares	0	-$7	$3.1K

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