Evoke Wealth’s Medical Properties Trust MPT Stock Holding History

Evoke Wealth’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	–	Sell	-10,169	Closed	-$48.2K	–	403
2026 Q1	$48.2K	Sell	10,169 -4,111	-29%	-$21.4K	﹤0.01%	702
2025 Q4	$72.8K	Buy	14,280 +1,046	+8%	+$5.45K	﹤0.01%	671
2025 Q3	$68K	Buy	+13,234	New	+$58.3K	﹤0.01%	644
2022 Q4	–	Sell	-173	Closed	-$2K	–	841
2022 Q3	$2K	Buy	+173	New	+$2.62K	﹤0.01%	1050

Other funds holding MPT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

WAM

Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

Evoke Wealth's MPT Position: Q2 2026 in Review

Evoke Wealth sold out of Medical Properties Trust (MPT) in Q2 2026, closing a stake of 10,169 shares — an estimated $48.2K sold.

Evoke Wealth first reported a position in MPT in Q3 2022 and held it in 4 quarters. The position peaked at $72.8K in Q4 2025. 489 funds tracked by Wall St. Rank hold MPT as of Q2 2026.

Evoke Wealth reported no remaining Medical Properties Trust position as of Q2 2026 after selling out during the quarter.
Evoke Wealth sold 10,169 Medical Properties Trust shares in Q2 2026, an estimated $48.2K.
Evoke Wealth first reported a position in Medical Properties Trust in Q3 2022 and held it in 4 quarters.
Evoke Wealth's Medical Properties Trust position peaked at $72.8K in Q4 2025.
489 funds tracked by Wall St. Rank held Medical Properties Trust as of Q2 2026.

Based on Evoke Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.