AWM
MPT

AE Wealth Management’s Medical Properties Trust MPT Stock Holding History

AE Wealth Management’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 		$296K Buy
64,097
+25,211
+65% +$125K ﹤0.01% 1493
2026
Q1 		$180K Buy
38,886
+18,090
+87% +$94.3K ﹤0.01% 1629
2025
Q4 		$104K Sell
20,796
-5,365
-21% -$27.9K ﹤0.01% 1688
2025
Q3 		$133K Sell
26,161
-17,752
-40% -$78.2K ﹤0.01% 1491
2025
Q2 		$189K Buy
43,913
+11,765
+37% +$58.1K ﹤0.01% 1329
2025
Q1 		$194K Sell
32,148
-5,452
-15% -$27.6K ﹤0.01% 1287
2024
Q4 		$149K Buy
37,600
+9,524
+34% +$42.7K ﹤0.01% 1338
2024
Q3 		$164K Buy
28,076
+7,902
+39% +$39K ﹤0.01% 1192
2024
Q2 		$86.9K Buy
20,174
+4,589
+29% +$22K ﹤0.01% 1201
2024
Q1 		$73.2K Sell
15,585
-90,486
-85% -$346K ﹤0.01% 1127
2023
Q4 		$347K Sell
106,071
-223,232
-68% -$1.09M ﹤0.01% 1632
2023
Q3 		$1.79M Buy
329,303
+16,163
+5% +$129K 0.01% 890
2023
Q2 		$2.9M Buy
313,140
+48,741
+18% +$412K 0.02% 718
2023
Q1 		$2.17M Buy
264,399
+21,114
+9% +$233K 0.01% 764
2022
Q4 		$2.71M Buy
243,285
+185,076
+318% +$2.15M 0.02% 642
2022
Q3 		$690K Sell
58,209
-9,542
-14% -$145K 0.01% 1089
2022
Q2 		$1.03M Buy
67,751
+3,598
+6% +$64.7K 0.01% 877
2022
Q1 		$1.36M Sell
64,153
-3,396
-5% -$73.2K 0.01% 822
2021
Q4 		$1.6M Buy
67,549
+14,492
+27% +$310K 0.01% 769
2021
Q3 		$1.06M Buy
53,057
+20,020
+61% +$410K 0.01% 848
2021
Q2 		$664K Buy
33,037
+6,455
+24% +$138K 0.01% 1014
2021
Q1 		$566K Sell
26,582
-683
-3% -$14.7K 0.01% 973
2020
Q4 		$594K Sell
27,265
-2,388
-8% -$46.5K 0.01% 895
2020
Q3 		$523K Sell
29,653
-28,559
-49% -$531K 0.01% 869
2020
Q2 		$1.09M Buy
+58,212
New +$1.03M 0.02% 595

Other funds holding MPT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
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
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

AE Wealth Management's MPT Position: Q2 2026 in Review

AE Wealth Management increased its Medical Properties Trust (MPT) stake by 65% in Q2 2026, buying an estimated $125K and bringing the position to 64,097 shares worth $296K. The position accounts for ﹤0.01% of the portfolio, ranked #1493.

AE Wealth Management first reported a position in MPT in Q2 2020 and has held it in 25 quarters since. The position peaked at $2.9M in Q2 2023. 489 funds tracked by Wall St. Rank hold MPT as of Q2 2026.

  • AE Wealth Management held 64,097 shares of Medical Properties Trust worth $296K as of Q2 2026.
  • AE Wealth Management bought 25,211 Medical Properties Trust shares in Q2 2026, an estimated $125K.
  • Medical Properties Trust made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1493 holding.
  • AE Wealth Management first reported a position in Medical Properties Trust in Q2 2020 and has held it in 25 quarters since.
  • AE Wealth Management's Medical Properties Trust position peaked at $2.9M in Q2 2023.
  • 489 funds tracked by Wall St. Rank held Medical Properties Trust as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.