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
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 $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

Blue Rock Wealth Management's MPT Position: Q1 2026 in Review

Blue Rock Wealth Management reduced its Medical Properties Trust (MPT) stake by 41% in Q1 2026, selling an estimated $36.5K and leaving 10,000 shares worth $46.3K. The position accounts for 0.03% of the portfolio, ranked #102.

Blue Rock Wealth Management first reported a position in MPT in Q4 2024 and has held it in 6 quarters since. The position peaked at $103K in Q1 2025. 491 funds tracked by Wall St. Rank hold MPT as of Q1 2026.

  • Blue Rock Wealth Management held 10,000 shares of Medical Properties Trust worth $46.3K as of Q1 2026.
  • Blue Rock Wealth Management sold 7,000 Medical Properties Trust shares in Q1 2026, an estimated $36.5K.
  • Medical Properties Trust made up 0.03% of Blue Rock Wealth Management's portfolio in Q1 2026, its #102 holding.
  • Blue Rock Wealth Management first reported a position in Medical Properties Trust in Q4 2024 and has held it in 6 quarters since.
  • Blue Rock Wealth Management's Medical Properties Trust position peaked at $103K in Q1 2025.
  • 491 funds tracked by Wall St. Rank held Medical Properties Trust as of Q1 2026.

Based on Blue Rock Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.