EWA
MPT

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
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 $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

EP Wealth Advisors's MPT Position: Q1 2026 in Review

EP Wealth Advisors reduced its Medical Properties Trust (MPT) stake by 1% in Q1 2026, selling an estimated $1.63K and leaving 30,274 shares worth $140K. The position accounts for ﹤0.01% of the portfolio, ranked #1436.

EP Wealth Advisors first reported a position in MPT in Q4 2025 and has held it in 2 quarters since. The position peaked at $153K in Q4 2025. 491 funds tracked by Wall St. Rank hold MPT as of Q1 2026.

  • EP Wealth Advisors held 30,274 shares of Medical Properties Trust worth $140K as of Q1 2026.
  • EP Wealth Advisors sold 313 Medical Properties Trust shares in Q1 2026, an estimated $1.63K.
  • Medical Properties Trust made up ﹤0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #1436 holding.
  • EP Wealth Advisors first reported a position in Medical Properties Trust in Q4 2025 and has held it in 2 quarters since.
  • EP Wealth Advisors's Medical Properties Trust position peaked at $153K in Q4 2025.
  • 491 funds tracked by Wall St. Rank held Medical Properties Trust as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.