Allworth Financial
MPT icon

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
Q2 		$76.2K Buy
16,494
+2,402
+17% +$11.9K ﹤0.01% 2137
2026
Q1 		$65.2K Sell
14,092
-348
-2% -$1.82K ﹤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% -$1.26K ﹤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 		$75.4K 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 $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 $3.38T AUM 44.17% 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
Wilsey Asset Management
Wilsey Asset Management San Diego, California $681M AUM 1.1% 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 45.26% 1-Year Est. Return

Allworth Financial's MPT Position: Q2 2026 in Review

Allworth Financial increased its Medical Properties Trust (MPT) stake by 17% in Q2 2026, buying an estimated $11.9K and bringing the position to 16,494 shares worth $76.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2137.

Allworth Financial first reported a position in MPT in Q2 2021 and has held it in 21 quarters since. 491 funds tracked by Wall St. Rank hold MPT as of Q2 2026.

  • Allworth Financial held 16,494 shares of Medical Properties Trust worth $76.2K as of Q2 2026.
  • Allworth Financial bought 2,402 Medical Properties Trust shares in Q2 2026, an estimated $11.9K.
  • Medical Properties Trust made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #2137 holding.
  • Allworth Financial first reported a position in Medical Properties Trust in Q2 2021 and has held it in 21 quarters since.
  • 491 funds tracked by Wall St. Rank held Medical Properties Trust as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.