HWA
MPT

Heritage Wealth Advisors’s Medical Properties Trust MPT Stock Holding History

Heritage Wealth Advisors’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 		$10.9K Hold
2,350
– – ﹤0.01% 510
2025
Q4 		$11.8K Hold
2,350
– – ﹤0.01% 443
2025
Q3 		$11.9K Hold
2,350
– – ﹤0.01% 415
2025
Q2 		$10.1K Hold
2,350
– – ﹤0.01% 420
2025
Q1 		$14.2K Hold
2,350
– – ﹤0.01% 401
2024
Q4 		$9.28K Hold
2,350
– – ﹤0.01% 448
2024
Q3 		$13.7K Hold
2,350
– – ﹤0.01% 424
2024
Q2 		$10.1K Hold
2,350
– – ﹤0.01% 424
2024
Q1 		$11K Hold
2,350
– – ﹤0.01% 434
2023
Q4 		$11.5K Buy
+2,350
New +$11.5K ﹤0.01% 445
2019
Q3 		– Sell
-1,215
Closed -$21.2K – 456
2019
Q2 		$21.2K Hold
1,215
– – ﹤0.01% 333
2019
Q1 		$22.5K Buy
+1,215
New +$21.7K ﹤0.01% 298

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

Heritage Wealth Advisors's MPT Position: Q1 2026 in Review

Heritage Wealth Advisors held its Medical Properties Trust (MPT) position steady in Q1 2026 at 2,350 shares worth $10.9K. The position accounts for ﹤0.01% of the portfolio, ranked #510.

Heritage Wealth Advisors first reported a position in MPT in Q1 2019 and has held it in 12 quarters since. The position peaked at $22.5K in Q1 2019. 491 funds tracked by Wall St. Rank hold MPT as of Q1 2026.

  • Heritage Wealth Advisors held 2,350 shares of Medical Properties Trust worth $10.9K as of Q1 2026.
  • Heritage Wealth Advisors left its Medical Properties Trust share count unchanged in Q1 2026.
  • Medical Properties Trust made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q1 2026, its #510 holding.
  • Heritage Wealth Advisors first reported a position in Medical Properties Trust in Q1 2019 and has held it in 12 quarters since.
  • Heritage Wealth Advisors's Medical Properties Trust position peaked at $22.5K in Q1 2019.
  • 491 funds tracked by Wall St. Rank held Medical Properties Trust as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.