EPW
MPT

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
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 $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

Evolve Private Wealth's MPT Position: Q1 2026 in Review

Evolve Private Wealth reduced its Medical Properties Trust (MPT) stake by 17% in Q1 2026, selling an estimated $35.6K and leaving 33,592 shares worth $156K. The position accounts for 0.01% of the portfolio, ranked #959.

Evolve Private Wealth first reported a position in MPT in Q4 2025 and has held it in 2 quarters since. The position peaked at $206K in Q4 2025. 491 funds tracked by Wall St. Rank hold MPT as of Q1 2026.

  • Evolve Private Wealth held 33,592 shares of Medical Properties Trust worth $156K as of Q1 2026.
  • Evolve Private Wealth sold 6,836 Medical Properties Trust shares in Q1 2026, an estimated $35.6K.
  • Medical Properties Trust made up 0.01% of Evolve Private Wealth's portfolio in Q1 2026, its #959 holding.
  • Evolve Private Wealth first reported a position in Medical Properties Trust in Q4 2025 and has held it in 2 quarters since.
  • Evolve Private Wealth's Medical Properties Trust position peaked at $206K in Q4 2025.
  • 491 funds tracked by Wall St. Rank held Medical Properties Trust as of Q1 2026.

Based on Evolve Private Wealth's 13F filing for Q1 2026, filed 16 Apr 2026.