GeoWealth Management’s Medical Properties Trust MPT Stock Holding History

GeoWealth Management’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	$144K	Sell	31,153 -156	-0.5%	-$814	0.01%	769
2025 Q4	$157K	Sell	31,309 -86	-0.3%	-$448	0.01%	695
2025 Q3	$159K	Sell	31,395 -3,141	-9%	-$13.8K	0.01%	708
2025 Q2	$149K	Sell	34,536 -2,876	-8%	-$14.2K	0.01%	723
2025 Q1	$226K	Buy	37,412 +22,796	+156%	+$115K	0.01%	625
2024 Q4	$57.7K	Sell	14,616 -11,435	-44%	-$51.2K	﹤0.01%	1118
2024 Q3	$152K	Buy	26,051 +6,941	+36%	+$34.2K	0.01%	791
2024 Q2	$82.4K	Buy	+19,110	New	+$91.6K	﹤0.01%	788

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

GeoWealth Management's MPT Position: Q1 2026 in Review

GeoWealth Management reduced its Medical Properties Trust (MPT) stake by 0.5% in Q1 2026, selling an estimated $814 and leaving 31,153 shares worth $144K. The position accounts for 0.01% of the portfolio, ranked #769.

GeoWealth Management first reported a position in MPT in Q2 2024 and has held it in 8 quarters since. The position peaked at $226K in Q1 2025. 491 funds tracked by Wall St. Rank hold MPT as of Q1 2026.

GeoWealth Management held 31,153 shares of Medical Properties Trust worth $144K as of Q1 2026.
GeoWealth Management sold 156 Medical Properties Trust shares in Q1 2026, an estimated $814.
Medical Properties Trust made up 0.01% of GeoWealth Management's portfolio in Q1 2026, its #769 holding.
GeoWealth Management first reported a position in Medical Properties Trust in Q2 2024 and has held it in 8 quarters since.
GeoWealth Management's Medical Properties Trust position peaked at $226K in Q1 2025.
491 funds tracked by Wall St. Rank held Medical Properties Trust as of Q1 2026.

Based on GeoWealth Management's 13F filing for Q1 2026, filed 13 May 2026.