CCWM
MPT

Cassaday & Co Wealth Management’s Medical Properties Trust MPT Stock Holding History

Cassaday & Co 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 		$51 Hold
11
– – ﹤0.01% 1300
2026
Q1 		$51 Buy
+11
New +$57 ﹤0.01% 1348

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

Cassaday & Co Wealth Management's MPT Position: Q2 2026 in Review

Cassaday & Co Wealth Management held its Medical Properties Trust (MPT) position steady in Q2 2026 at 11 shares worth $51. The position accounts for ﹤0.01% of the portfolio, ranked #1300.

Cassaday & Co Wealth Management first reported a position in MPT in Q1 2026 and has held it in 2 quarters since. 489 funds tracked by Wall St. Rank hold MPT as of Q2 2026.

  • Cassaday & Co Wealth Management held 11 shares of Medical Properties Trust worth $51 as of Q2 2026.
  • Cassaday & Co Wealth Management left its Medical Properties Trust share count unchanged in Q2 2026.
  • Medical Properties Trust made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #1300 holding.
  • Cassaday & Co Wealth Management first reported a position in Medical Properties Trust in Q1 2026 and has held it in 2 quarters since.
  • 489 funds tracked by Wall St. Rank held Medical Properties Trust as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.