GM
MPT

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
Q2 		$98.7K Sell
21,359
-9,794
-31% -$48.5K ﹤0.01% 836
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
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 $3.37T AUM 44.26% 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

GeoWealth Management's MPT Position: Q2 2026 in Review

GeoWealth Management reduced its Medical Properties Trust (MPT) stake by 31% in Q2 2026, selling an estimated $48.5K and leaving 21,359 shares worth $98.7K. The position accounts for ﹤0.01% of the portfolio, ranked #836.

GeoWealth Management first reported a position in MPT in Q2 2024 and has held it in 9 quarters since. The position peaked at $226K in Q1 2025. 489 funds tracked by Wall St. Rank hold MPT as of Q2 2026.

  • GeoWealth Management held 21,359 shares of Medical Properties Trust worth $98.7K as of Q2 2026.
  • GeoWealth Management sold 9,794 Medical Properties Trust shares in Q2 2026, an estimated $48.5K.
  • Medical Properties Trust made up ﹤0.01% of GeoWealth Management's portfolio in Q2 2026, its #836 holding.
  • GeoWealth Management first reported a position in Medical Properties Trust in Q2 2024 and has held it in 9 quarters since.
  • GeoWealth Management's Medical Properties Trust position peaked at $226K in Q1 2025.
  • 489 funds tracked by Wall St. Rank held Medical Properties Trust as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.