BRWM
MPT

Blue Rock Wealth Management’s Medical Properties Trust MPT Stock Holding History

Blue Rock 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 		– Sell
-10,000
Closed -$46.3K – 116
2026
Q1 		$46.3K Sell
10,000
-7,000
-41% -$36.5K 0.03% 102
2025
Q4 		$85K Hold
17,000
– – 0.05% 102
2025
Q3 		$86.2K Hold
17,000
– – 0.05% 103
2025
Q2 		$73.3K Hold
17,000
– – 0.05% 101
2025
Q1 		$103K Hold
17,000
– – 0.09% 95
2024
Q4 		$67.2K Buy
+17,000
New +$76.1K 0.07% 69

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

Blue Rock Wealth Management's MPT Position: Q2 2026 in Review

Blue Rock Wealth Management sold out of Medical Properties Trust (MPT) in Q2 2026, closing a stake of 10,000 shares — an estimated $46.3K sold.

Blue Rock Wealth Management first reported a position in MPT in Q4 2024 and held it in 6 quarters. The position peaked at $103K in Q1 2025. 489 funds tracked by Wall St. Rank hold MPT as of Q2 2026.

  • Blue Rock Wealth Management reported no remaining Medical Properties Trust position as of Q2 2026 after selling out during the quarter.
  • Blue Rock Wealth Management sold 10,000 Medical Properties Trust shares in Q2 2026, an estimated $46.3K.
  • Blue Rock Wealth Management first reported a position in Medical Properties Trust in Q4 2024 and held it in 6 quarters.
  • Blue Rock Wealth Management's Medical Properties Trust position peaked at $103K in Q1 2025.
  • 489 funds tracked by Wall St. Rank held Medical Properties Trust as of Q2 2026.

Based on Blue Rock Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.