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 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 $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

Evoke Wealth's MPT Position: Q1 2026 in Review

Evoke Wealth reduced its Medical Properties Trust (MPT) stake by 29% in Q1 2026, selling an estimated $21.4K and leaving 10,169 shares worth $48.2K. The position accounts for ﹤0.01% of the portfolio, ranked #702.

Evoke Wealth first reported a position in MPT in Q3 2022 and has held it in 4 quarters since. The position peaked at $72.8K in Q4 2025. 491 funds tracked by Wall St. Rank hold MPT as of Q1 2026.

Evoke Wealth held 10,169 shares of Medical Properties Trust worth $48.2K as of Q1 2026.
Evoke Wealth sold 4,111 Medical Properties Trust shares in Q1 2026, an estimated $21.4K.
Medical Properties Trust made up ﹤0.01% of Evoke Wealth's portfolio in Q1 2026, its #702 holding.
Evoke Wealth first reported a position in Medical Properties Trust in Q3 2022 and has held it in 4 quarters since.
Evoke Wealth's Medical Properties Trust position peaked at $72.8K in Q4 2025.
491 funds tracked by Wall St. Rank held Medical Properties Trust as of Q1 2026.

Based on Evoke Wealth's 13F filing for Q1 2026, filed 15 May 2026.