Focus Partners Wealth
MPT

Focus Partners Wealth’s Medical Properties Trust MPT Stock Holding History

Focus Partners 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 		$438K Sell
94,830
-167,319
-64% -$873K ﹤0.01% 2003
2025
Q4 		$1.32M Buy
262,149
+35,948
+16% +$187K ﹤0.01% 1511
2025
Q3 		$1.15M Buy
226,201
+186,430
+469% +$821K ﹤0.01% 1232
2025
Q2 		$171K Buy
39,771
+7,081
+22% +$35K ﹤0.01% 1894
2025
Q1 		$197K Buy
32,690
+3,415
+12% +$17.3K ﹤0.01% 1758
2024
Q4 		$116K Buy
29,275
+5,692
+24% +$25.5K ﹤0.01% 1786
2024
Q3 		$138K Sell
23,583
-4,390
-16% -$21.6K ﹤0.01% 1495
2024
Q2 		$121K Buy
+27,973
New +$134K ﹤0.01% 1185

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

Focus Partners Wealth's MPT Position: Q1 2026 in Review

Focus Partners Wealth reduced its Medical Properties Trust (MPT) stake by 64% in Q1 2026, selling an estimated $873K and leaving 94,830 shares worth $438K. The position accounts for ﹤0.01% of the portfolio, ranked #2003.

Focus Partners Wealth first reported a position in MPT in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.32M in Q4 2025. 491 funds tracked by Wall St. Rank hold MPT as of Q1 2026.

  • Focus Partners Wealth held 94,830 shares of Medical Properties Trust worth $438K as of Q1 2026.
  • Focus Partners Wealth sold 167,319 Medical Properties Trust shares in Q1 2026, an estimated $873K.
  • Medical Properties Trust made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #2003 holding.
  • Focus Partners Wealth first reported a position in Medical Properties Trust in Q2 2024 and has held it in 8 quarters since.
  • Focus Partners Wealth's Medical Properties Trust position peaked at $1.32M in Q4 2025.
  • 491 funds tracked by Wall St. Rank held Medical Properties Trust as of Q1 2026.

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