Back to MPT
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC → MPT
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC MPT Position History
Medical Properties Trust, Inc. • Financial Services
Quarters held
5
Latest value
$247K
Q3 2026
Peak value
$2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $2M |
| Q4 2025 | $1.2M |
| Q1 2026 | $900K |
| Q2 2026 | $879K |
| Q3 2026 | $247K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $247K | 77.3K | — | — |
| Q2 2026 | $879K | 222.7K | — | — |
| Q1 2026 | $900K | 217.2K | — | — |
| Q4 2025 | $1.2M | 218.8K | — | — |
| Q3 2025 | $2M | 362.0K | — | — |
Other funds holding MPT
$247.7M
$120.7M
$118.5M
$118.5M
$93.1M