EP Wealth Advisors
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EP Wealth Advisors’s Medical Properties Trust MPT Stock Holding History

EP Wealth Advisors’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 		$146K Buy
31,561
+1,287
+4% +$6.38K ﹤0.01% 1595
2026
Q1 		$140K Sell
30,274
-313
-1% -$1.63K ﹤0.01% 1436
2025
Q4 		$153K Buy
+30,587
New +$159K ﹤0.01% 1422

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 $3.38T AUM 44.17% 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
Wilsey Asset Management
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

EP Wealth Advisors's MPT Position: Q2 2026 in Review

EP Wealth Advisors increased its Medical Properties Trust (MPT) stake by 4.3% in Q2 2026, buying an estimated $6.38K and bringing the position to 31,561 shares worth $146K. The position accounts for ﹤0.01% of the portfolio, ranked #1595.

EP Wealth Advisors first reported a position in MPT in Q4 2025 and has held it in 3 quarters since. The position peaked at $153K in Q4 2025. 490 funds tracked by Wall St. Rank hold MPT as of Q2 2026.

  • EP Wealth Advisors held 31,561 shares of Medical Properties Trust worth $146K as of Q2 2026.
  • EP Wealth Advisors bought 1,287 Medical Properties Trust shares in Q2 2026, an estimated $6.38K.
  • Medical Properties Trust made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1595 holding.
  • EP Wealth Advisors first reported a position in Medical Properties Trust in Q4 2025 and has held it in 3 quarters since.
  • EP Wealth Advisors's Medical Properties Trust position peaked at $153K in Q4 2025.
  • 490 funds tracked by Wall St. Rank held Medical Properties Trust as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.