EWA
MPT

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

EverSource 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 		$127K Sell
27,536
-3,602
-12% -$18.8K ﹤0.01% 1285
2025
Q4 		$156K Buy
31,138
+7,212
+30% +$37.5K 0.01% 1078
2025
Q3 		$121K Buy
23,926
+9,041
+61% +$39.8K ﹤0.01% 1181
2025
Q2 		$64.2K Buy
14,885
+3,286
+28% +$16.2K ﹤0.01% 1466
2025
Q1 		$69.9K Buy
11,599
+1,520
+15% +$7.68K ﹤0.01% 1069
2024
Q4 		$39.8K Buy
10,079
+1,981
+24% +$8.87K ﹤0.01% 1289
2024
Q3 		$47.4K Buy
8,098
+3,642
+82% +$18K ﹤0.01% 1095
2024
Q2 		$21.4K Sell
4,456
-165
-4% -$791 ﹤0.01% 1471
2024
Q1 		$21.3K Sell
4,621
-1,087
-19% -$4.16K ﹤0.01% 1328
2023
Q4 		$28K Sell
5,708
-703
-11% -$3.44K ﹤0.01% 1103
2023
Q3 		$34.9K Sell
6,411
-4,216
-40% -$33.8K ﹤0.01% 939
2023
Q2 		$98.4K Buy
10,627
+5,344
+101% +$45.2K 0.01% 586
2023
Q1 		$43.4K Sell
5,283
-8,173
-61% -$90.2K 0.01% 835
2022
Q4 		$150K Buy
13,456
+8,183
+155% +$95.1K 0.02% 405
2022
Q3 		$63K Buy
5,273
+1,848
+54% +$28K 0.01% 574
2022
Q2 		$52K Buy
+3,425
New +$61.6K 0.01% 618

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

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

EverSource Wealth Advisors reduced its Medical Properties Trust (MPT) stake by 12% in Q1 2026, selling an estimated $18.8K and leaving 27,536 shares worth $127K. The position accounts for ﹤0.01% of the portfolio, ranked #1285.

EverSource Wealth Advisors first reported a position in MPT in Q2 2022 and has held it in 16 quarters since. The position peaked at $156K in Q4 2025. 491 funds tracked by Wall St. Rank hold MPT as of Q1 2026.

  • EverSource Wealth Advisors held 27,536 shares of Medical Properties Trust worth $127K as of Q1 2026.
  • EverSource Wealth Advisors sold 3,602 Medical Properties Trust shares in Q1 2026, an estimated $18.8K.
  • Medical Properties Trust made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #1285 holding.
  • EverSource Wealth Advisors first reported a position in Medical Properties Trust in Q2 2022 and has held it in 16 quarters since.
  • EverSource Wealth Advisors's Medical Properties Trust position peaked at $156K in Q4 2025.
  • 491 funds tracked by Wall St. Rank held Medical Properties Trust as of Q1 2026.

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