Action Point Financial Planning’s Medical Properties Trust MPT Stock Holding History

Action Point Financial Planning’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	$1.17K	Buy	+256	New	+$1.27K	﹤0.01%	2437

Other funds holding MPT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

WAM

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return

Action Point Financial Planning's MPT Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Medical Properties Trust (MPT) in Q2 2026: 256 shares worth $1.17K. The stake represents ﹤0.01% of the portfolio and ranks #2437 among its holdings.

486 funds tracked by Wall St. Rank hold MPT as of Q2 2026.

Action Point Financial Planning held 256 shares of Medical Properties Trust worth $1.17K as of Q2 2026.
Medical Properties Trust was a new Action Point Financial Planning position in Q2 2026.
Medical Properties Trust made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #2437 holding.
486 funds tracked by Wall St. Rank held Medical Properties Trust as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.