DWM
MPT

Diversify Wealth Management’s Medical Properties Trust MPT Stock Holding History

Diversify 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 		$1.53M Buy
319,232
+8,569
+3% +$42.5K 0.03% 499
2026
Q1 		$1.59M Buy
+310,663
New +$1.62M 0.03% 446

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

Diversify Wealth Management's MPT Position: Q2 2026 in Review

Diversify Wealth Management increased its Medical Properties Trust (MPT) stake by 2.8% in Q2 2026, buying an estimated $42.5K and bringing the position to 319,232 shares worth $1.53M. The position accounts for 0.03% of the portfolio, ranked #499.

Diversify Wealth Management first reported a position in MPT in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.59M in Q1 2026. 489 funds tracked by Wall St. Rank hold MPT as of Q2 2026.

  • Diversify Wealth Management held 319,232 shares of Medical Properties Trust worth $1.53M as of Q2 2026.
  • Diversify Wealth Management bought 8,569 Medical Properties Trust shares in Q2 2026, an estimated $42.5K.
  • Medical Properties Trust made up 0.03% of Diversify Wealth Management's portfolio in Q2 2026, its #499 holding.
  • Diversify Wealth Management first reported a position in Medical Properties Trust in Q1 2026 and has held it in 2 quarters since.
  • Diversify Wealth Management's Medical Properties Trust position peaked at $1.59M in Q1 2026.
  • 489 funds tracked by Wall St. Rank held Medical Properties Trust as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.