DWM
MPT

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

Drive 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 		– Sell
-10,917
Closed -$55.7K – 402
2025
Q4 		$55.7K Buy
+10,917
New +$56.8K 0.01% 378
2025
Q3 		– Sell
-10,284
Closed -$45.1K – 382
2025
Q2 		$45.1K Buy
+10,284
New +$50.8K 0.01% 342
2023
Q3 		– Sell
-40,960
Closed -$391K – 300
2023
Q2 		$391K Sell
40,960
-474
-1% -$4.01K 0.15% 142
2023
Q1 		$353K Buy
+41,434
New +$457K 0.15% 151

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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
WAM
Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return

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

Drive Wealth Management sold out of Medical Properties Trust (MPT) in Q1 2026, closing a stake of 10,917 shares — an estimated $55.7K sold.

Drive Wealth Management first reported a position in MPT in Q1 2023 and held it in 4 quarters. The position peaked at $391K in Q2 2023. 493 funds tracked by Wall St. Rank hold MPT as of Q1 2026.

  • Drive Wealth Management reported no remaining Medical Properties Trust position as of Q1 2026 after selling out during the quarter.
  • Drive Wealth Management sold 10,917 Medical Properties Trust shares in Q1 2026, an estimated $55.7K.
  • Drive Wealth Management first reported a position in Medical Properties Trust in Q1 2023 and held it in 4 quarters.
  • Drive Wealth Management's Medical Properties Trust position peaked at $391K in Q2 2023.
  • 493 funds tracked by Wall St. Rank held Medical Properties Trust as of Q1 2026.

Based on Drive Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.