Carson Wealth (CWM LLC)’s Medical Properties Trust MPT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.54M | Sell |
332,963
-89,704
| -21% | -$468K | ﹤0.01% | 1313 |
|
|
2025
Q4 | $2.11M | Buy |
422,667
+82,362
| +24% | +$429K | 0.01% | 1126 |
|
|
2025
Q3 | $1.73M | Buy |
340,305
+313,803
| +1,184% | +$1.38M | 0.01% | 1155 |
|
|
2025
Q2 | $114K | Sell |
26,502
-6,182
| -19% | -$30.6K | ﹤0.01% | 2600 |
|
|
2025
Q1 | $197K | Buy |
32,684
+16,601
| +103% | +$83.9K | ﹤0.01% | 1930 |
|
|
2024
Q4 | $64K | Sell |
16,083
-3,912
| -20% | -$17.5K | ﹤0.01% | 2606 |
|
|
2024
Q3 | $117K | Buy |
19,995
+1,482
| +8% | +$7.31K | ﹤0.01% | 2109 |
|
|
2024
Q2 | $80K | Buy |
18,513
+1,557
| +9% | +$7.46K | ﹤0.01% | 2130 |
|
|
2024
Q1 | $80K | Sell |
16,956
-4,367
| -20% | -$16.7K | ﹤0.01% | 2013 |
|
|
2023
Q4 | $105K | Buy |
21,323
+3,993
| +23% | +$19.6K | ﹤0.01% | 1735 |
|
|
2023
Q3 | $94K | Sell |
17,330
-8,635
| -33% | -$69.2K | ﹤0.01% | 1667 |
|
|
2023
Q2 | $240K | Sell |
25,965
-2,539
| -9% | -$21.5K | ﹤0.01% | 1185 |
|
|
2023
Q1 | $234K | Buy |
28,504
+14,582
| +105% | +$161K | ﹤0.01% | 1144 |
|
|
2022
Q4 | $155K | Buy |
13,922
+318
| +2% | +$3.7K | ﹤0.01% | 1195 |
|
|
2022
Q3 | $161K | Buy |
13,604
+4,141
| +44% | +$62.7K | ﹤0.01% | 1135 |
|
|
2022
Q2 | $145K | Buy |
9,463
+2,319
| +32% | +$41.7K | ﹤0.01% | 1172 |
|
|
2022
Q1 | $151K | Buy |
7,144
+464
| +7% | +$10K | ﹤0.01% | 1164 |
|
|
2021
Q4 | $158K | Buy |
+6,680
| New | +$143K | ﹤0.01% | 1120 |
|
|
2021
Q2 | $96K | Hold |
4,778
| – | – | ﹤0.01% | 1159 |
|
|
2021
Q1 | $96K | Hold |
4,778
| – | – | ﹤0.01% | 1159 |
|
|
2020
Q4 | $96K | Hold |
4,778
| – | – | ﹤0.01% | 1159 |
|
|
2020
Q3 | $96K | Hold |
4,778
| – | – | ﹤0.01% | 1159 |
|
|
2020
Q2 | $96K | Hold |
4,778
| – | – | ﹤0.01% | 1159 |
|
|
2020
Q1 | $96K | Hold |
4,778
| – | – | ﹤0.01% | 1159 |
|
|
2019
Q4 | $96K | Hold |
4,778
| – | – | ﹤0.01% | 1159 |
|
|
2019
Q3 | $96K | Hold |
4,778
| – | – | ﹤0.01% | 1159 |
|
|
2019
Q2 | $96K | Hold |
4,778
| – | – | ﹤0.01% | 1159 |
|
|
2019
Q1 | $96K | Buy |
4,778
+3,489
| +271% | +$62.2K | ﹤0.01% | 1159 |
|
|
2018
Q4 | $21K | Buy |
1,289
+82
| +7% | +$1.3K | ﹤0.01% | 1124 |
|
|
2018
Q3 | $18K | Sell |
1,207
-623
| -34% | -$9.09K | ﹤0.01% | 976 |
|
|
2018
Q2 | $26K | Buy |
1,830
+774
| +73% | +$10.3K | ﹤0.01% | 784 |
|
|
2018
Q1 | $14K | Sell |
1,056
-13
| -1% | -$166 | ﹤0.01% | 782 |
|
|
2017
Q4 | $15K | Buy |
1,069
+300
| +39% | +$4.05K | ﹤0.01% | 774 |
|
|
2017
Q3 | $10K | Buy |
769
+213
| +38% | +$2.74K | ﹤0.01% | 892 |
|
|
2017
Q2 | $7K | Hold |
556
| – | – | ﹤0.01% | 839 |
|
|
2017
Q1 | $7K | Buy |
+556
| New | +$7.11K | ﹤0.01% | 822 |
|
Other funds holding MPT
VPM
VCM
WAM
Carson Wealth (CWM LLC)'s MPT Position: Q1 2026 in Review
Carson Wealth (CWM LLC) reduced its Medical Properties Trust (MPT) stake by 21% in Q1 2026, selling an estimated $468K and leaving 332,963 shares worth $1.54M. The position accounts for ﹤0.01% of the portfolio, ranked #1313.
Carson Wealth (CWM LLC) first reported a position in MPT in Q1 2017 and has held it in 36 quarters since. The position peaked at $2.11M in Q4 2025. 491 funds tracked by Wall St. Rank hold MPT as of Q1 2026.
- Carson Wealth (CWM LLC) held 332,963 shares of Medical Properties Trust worth $1.54M as of Q1 2026.
- Carson Wealth (CWM LLC) sold 89,704 Medical Properties Trust shares in Q1 2026, an estimated $468K.
- Medical Properties Trust made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1313 holding.
- Carson Wealth (CWM LLC) first reported a position in Medical Properties Trust in Q1 2017 and has held it in 36 quarters since.
- Carson Wealth (CWM LLC)'s Medical Properties Trust position peaked at $2.11M in Q4 2025.
- 491 funds tracked by Wall St. Rank held Medical Properties Trust as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.