AF
MPT

Allworth Financial’s Medical Properties Trust MPT Stock Holding History

Allworth Financial’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
Q1 		$65.2K Sell
14,092
-348
-2% -$1.81K ﹤0.01% 2132
2025
Q4 		$72.2K Buy
14,440
+3,304
+30% +$17.2K ﹤0.01% 1951
2025
Q3 		$56.5K Buy
11,136
+4,502
+68% +$19.8K ﹤0.01% 2026
2025
Q2 		$28.6K Sell
6,634
-254
-4% -$1.25K ﹤0.01% 2288
2025
Q1 		$37.6K Buy
6,888
+806
+13% +$4.08K ﹤0.01% 1697
2024
Q4 		$26.4K Buy
6,082
+4,241
+230% +$19K ﹤0.01% 1927
2024
Q3 		$10.8K Buy
1,841
+26
+1% +$128 ﹤0.01% 2222
2024
Q2 		$8.71K Buy
1,815
+245
+16% +$1.17K ﹤0.01% 2277
2024
Q1 		$7.38K Sell
1,570
-2,190
-58% -$8.38K ﹤0.01% 2235
2023
Q4 		$18.5K Buy
3,760
+3,332
+779% +$16.3K ﹤0.01% 1697
2023
Q3 		$2.34K Sell
428
-7,709
-95% -$61.8K ﹤0.01% 2460
2023
Q2 		$75.3K Buy
8,137
+2,972
+58% +$25.1K ﹤0.01% 989
2023
Q1 		$42.5K Buy
5,165
+2,637
+104% +$29.1K ﹤0.01% 1129
2022
Q4 		$28.2K Buy
2,528
+1,040
+70% +$12.1K ﹤0.01% 1224
2022
Q3 		$18K Buy
1,488
+119
+9% +$1.8K ﹤0.01% 1342
2022
Q2 		$21K Sell
1,369
-1,793
-57% -$32.3K ﹤0.01% 1227
2022
Q1 		$67K Buy
3,162
+1,016
+47% +$21.9K ﹤0.01% 814
2021
Q4 		$51K Buy
2,146
+830
+63% +$17.8K ﹤0.01% 836
2021
Q3 		$26K Buy
1,316
+18
+1% +$369 ﹤0.01% 950
2021
Q2 		$26K Buy
+1,298
New +$27.8K ﹤0.01% 783

Other funds holding MPT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
WAM
Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return

Allworth Financial's MPT Position: Q1 2026 in Review

Allworth Financial reduced its Medical Properties Trust (MPT) stake by 2.4% in Q1 2026, selling an estimated $1.81K and leaving 14,092 shares worth $65.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2132.

Allworth Financial first reported a position in MPT in Q2 2021 and has held it in 20 quarters since. The position peaked at $75.3K in Q2 2023. 491 funds tracked by Wall St. Rank hold MPT as of Q1 2026.

  • Allworth Financial held 14,092 shares of Medical Properties Trust worth $65.2K as of Q1 2026.
  • Allworth Financial sold 348 Medical Properties Trust shares in Q1 2026, an estimated $1.81K.
  • Medical Properties Trust made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #2132 holding.
  • Allworth Financial first reported a position in Medical Properties Trust in Q2 2021 and has held it in 20 quarters since.
  • Allworth Financial's Medical Properties Trust position peaked at $75.3K in Q2 2023.
  • 491 funds tracked by Wall St. Rank held Medical Properties Trust as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.