AWA
MPT

Arkadios Wealth Advisors’s Medical Properties Trust MPT Stock Holding History

Arkadios Wealth Advisors’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 		– Sell
-10,012
Closed -$50.1K – 1756
2025
Q4 		$50.1K Buy
+10,012
New +$52.1K ﹤0.01% 1520
2021
Q4 		– Sell
-6,100
Closed -$122K – 1311
2021
Q3 		$122K Buy
6,100
+1,768
+41% +$36.2K 0.02% 635
2021
Q2 		$87K Buy
4,332
+3,559
+460% +$76.1K 0.01% 757
2021
Q1 		$16K Buy
773
+137
+22% +$2.95K ﹤0.01% 1044
2020
Q4 		$13K Buy
+636
New +$12.4K ﹤0.01% 891

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

Arkadios Wealth Advisors's MPT Position: Q1 2026 in Review

Arkadios Wealth Advisors sold out of Medical Properties Trust (MPT) in Q1 2026, closing a stake of 10,012 shares — an estimated $50.1K sold.

Arkadios Wealth Advisors first reported a position in MPT in Q4 2020 and held it in 5 quarters. The position peaked at $122K in Q3 2021. 491 funds tracked by Wall St. Rank hold MPT as of Q1 2026.

  • Arkadios Wealth Advisors reported no remaining Medical Properties Trust position as of Q1 2026 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 10,012 Medical Properties Trust shares in Q1 2026, an estimated $50.1K.
  • Arkadios Wealth Advisors first reported a position in Medical Properties Trust in Q4 2020 and held it in 5 quarters.
  • Arkadios Wealth Advisors's Medical Properties Trust position peaked at $122K in Q3 2021.
  • 491 funds tracked by Wall St. Rank held Medical Properties Trust as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.