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 Q1	$51	Buy	+11	New	+$57	﹤0.01%	1348

Other funds holding MPT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

Cassaday & Co Wealth Management's MPT Position: Q1 2026 in Review

Cassaday & Co Wealth Management opened a new position in Medical Properties Trust (MPT) in Q1 2026: 11 shares worth $51. The stake represents ﹤0.01% of the portfolio and ranks #1348 among its holdings.

491 funds tracked by Wall St. Rank hold MPT as of Q1 2026.

Cassaday & Co Wealth Management held 11 shares of Medical Properties Trust worth $51 as of Q1 2026.
Medical Properties Trust was a new Cassaday & Co Wealth Management position in Q1 2026.
Medical Properties Trust made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q1 2026, its #1348 holding.
491 funds tracked by Wall St. Rank held Medical Properties Trust as of Q1 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.