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Evolve Private Wealth’s Medical Properties Trust MPT Stock Holding History

Evolve Private 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 		$164K Buy
34,872
+1,280
+4% +$6.34K 0.01% 968
2026
Q1 		$156K Sell
33,592
-6,836
-17% -$35.6K 0.01% 959
2025
Q4 		$206K Buy
+40,428
New +$210K 0.01% 861

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
WAM
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

Evolve Private Wealth's MPT Position: Q2 2026 in Review

Evolve Private Wealth increased its Medical Properties Trust (MPT) stake by 3.8% in Q2 2026, buying an estimated $6.34K and bringing the position to 34,872 shares worth $164K. The position accounts for 0.01% of the portfolio, ranked #968.

Evolve Private Wealth first reported a position in MPT in Q4 2025 and has held it in 3 quarters since. The position peaked at $206K in Q4 2025. 490 funds tracked by Wall St. Rank hold MPT as of Q2 2026.

  • Evolve Private Wealth held 34,872 shares of Medical Properties Trust worth $164K as of Q2 2026.
  • Evolve Private Wealth bought 1,280 Medical Properties Trust shares in Q2 2026, an estimated $6.34K.
  • Medical Properties Trust made up 0.01% of Evolve Private Wealth's portfolio in Q2 2026, its #968 holding.
  • Evolve Private Wealth first reported a position in Medical Properties Trust in Q4 2025 and has held it in 3 quarters since.
  • Evolve Private Wealth's Medical Properties Trust position peaked at $206K in Q4 2025.
  • 490 funds tracked by Wall St. Rank held Medical Properties Trust as of Q2 2026.

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