BRWA
MPT

B. Riley Wealth Advisors’s Medical Properties Trust MPT Stock Holding History

B. Riley 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
2025
Q2 		– Sell
-5,200
Closed -$31.4K – 1258
2025
Q1 		$31.4K Buy
+5,200
New +$26.3K ﹤0.01% 1286

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 $112B AUM 36.28% 1-Year Est. Return

B. Riley Wealth Advisors's MPT Position: Q2 2026 in Review

B. Riley Wealth Advisors reduced its Medical Properties Trust (MPT) stake by 5.3% in Q2 2026, selling an estimated $3.37K and leaving 12,142 shares worth $56.1K. The position accounts for ﹤0.01% of the portfolio, ranked #861.

B. Riley Wealth Advisors first reported a position in MPT in Q2 2013 and has held it in 51 quarters since. The position peaked at $8.53M in Q4 2014. 488 funds tracked by Wall St. Rank hold MPT as of Q2 2026.

  • B. Riley Wealth Advisors held 12,142 shares of Medical Properties Trust worth $56.1K as of Q2 2026.
  • B. Riley Wealth Advisors sold 679 Medical Properties Trust shares in Q2 2026, an estimated $3.37K.
  • Medical Properties Trust made up ﹤0.01% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #861 holding.
  • B. Riley Wealth Advisors first reported a position in Medical Properties Trust in Q2 2013 and has held it in 51 quarters since.
  • B. Riley Wealth Advisors's Medical Properties Trust position peaked at $8.53M in Q4 2014.
  • 488 funds tracked by Wall St. Rank held Medical Properties Trust as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.