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
Q1 		$1.59M Buy
+310,663
New +$1.62M 0.03% 446

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

Diversify Wealth Management's MPT Position: Q1 2026 in Review

Diversify Wealth Management opened a new position in Medical Properties Trust (MPT) in Q1 2026: 310,663 shares worth $1.59M. The stake represents 0.03% of the portfolio and ranks #446 among its holdings.

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

  • Diversify Wealth Management held 310,663 shares of Medical Properties Trust worth $1.59M as of Q1 2026.
  • Medical Properties Trust was a new Diversify Wealth Management position in Q1 2026.
  • Medical Properties Trust made up 0.03% of Diversify Wealth Management's portfolio in Q1 2026, its #446 holding.
  • 491 funds tracked by Wall St. Rank held Medical Properties Trust as of Q1 2026.

Based on Diversify Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.