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Goldstone Financial Group’s Medical Properties Trust MPT Stock Holding History

Goldstone Financial Group’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 		$53.9K Buy
11,671
+212
+2% +$1.05K ﹤0.01% 242
2026
Q1 		$53.1K Buy
11,459
+188
+2% +$980 0.01% 226
2025
Q4 		$56.4K Buy
11,271
+1,150
+11% +$5.99K 0.01% 217
2025
Q3 		$51.3K Buy
+10,121
New +$44.6K 0.01% 215

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

Goldstone Financial Group's MPT Position: Q2 2026 in Review

Goldstone Financial Group increased its Medical Properties Trust (MPT) stake by 1.9% in Q2 2026, buying an estimated $1.05K and bringing the position to 11,671 shares worth $53.9K. The position accounts for ﹤0.01% of the portfolio, ranked #242.

Goldstone Financial Group first reported a position in MPT in Q3 2025 and has held it in 4 quarters since. The position peaked at $56.4K in Q4 2025. 490 funds tracked by Wall St. Rank hold MPT as of Q2 2026.

  • Goldstone Financial Group held 11,671 shares of Medical Properties Trust worth $53.9K as of Q2 2026.
  • Goldstone Financial Group bought 212 Medical Properties Trust shares in Q2 2026, an estimated $1.05K.
  • Medical Properties Trust made up ﹤0.01% of Goldstone Financial Group's portfolio in Q2 2026, its #242 holding.
  • Goldstone Financial Group first reported a position in Medical Properties Trust in Q3 2025 and has held it in 4 quarters since.
  • Goldstone Financial Group's Medical Properties Trust position peaked at $56.4K in Q4 2025.
  • 490 funds tracked by Wall St. Rank held Medical Properties Trust as of Q2 2026.

Based on Goldstone Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.