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

IAG Wealth Partners’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 Q3	–	Sell	-4,360	Closed	-$20.1K	–	544
2026 Q2	$20.1K	Buy	4,360 +81	+2%	+$401	﹤0.01%	310
2026 Q1	$19.8K	Buy	4,279 +71	+2%	+$370	﹤0.01%	306
2025 Q4	$21K	Buy	4,208 +62	+1%	+$323	﹤0.01%	285
2025 Q3	$21K	Buy	4,146 +79	+2%	+$348	﹤0.01%	299
2025 Q2	$17.5K	Buy	4,067 +61	+2%	+$301	﹤0.01%	291
2025 Q1	$24.2K	Buy	4,006 +81	+2%	+$410	﹤0.01%	261
2024 Q4	$15.5K	Buy	3,925 +61	+2%	+$273	﹤0.01%	299
2024 Q3	$22.6K	Buy	3,864 +132	+4%	+$651	﹤0.01%	269
2024 Q2	$16.1K	Buy	3,732 +116	+3%	+$556	﹤0.01%	289
2024 Q1	$17K	Buy	3,616 +2,064	+133%	+$7.9K	﹤0.01%	257
2023 Q4	$7.62K	Buy	1,552 +41	+3%	+$201	﹤0.01%	335
2023 Q3	$8.23K	Buy	1,511 +43	+3%	+$344	﹤0.01%	324
2023 Q2	$13.6K	Buy	1,468 +48	+3%	+$406	﹤0.01%	275
2023 Q1	$11.7K	Buy	1,420 +520	+58%	+$5.74K	﹤0.01%	292
2022 Q4	$10K	Buy	900 +23	+3%	+$267	﹤0.01%	286
2022 Q3	$10K	Buy	877 +311	+55%	+$4.71K	﹤0.01%	278
2022 Q2	$9K	Buy	+566	New	+$10.2K	﹤0.01%	287

Other funds holding MPT

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Jupiter Asset Management London, United Kingdom $21.4B AUM 19.74% 1-Year Est. Return

Advisors Capital Management Ridgewood, New Jersey $9.8B AUM 19.58% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

IAG Wealth Partners's MPT Position: Q3 2026 in Review

IAG Wealth Partners sold out of Medical Properties Trust (MPT) in Q3 2026, closing a stake of 4,360 shares — an estimated $20.1K sold.

IAG Wealth Partners first reported a position in MPT in Q2 2022 and held it in 17 quarters. The position peaked at $24.2K in Q1 2025. 322 funds tracked by Wall St. Rank hold MPT as of Q3 2026.

IAG Wealth Partners reported no remaining Medical Properties Trust position as of Q3 2026 after selling out during the quarter.
IAG Wealth Partners sold 4,360 Medical Properties Trust shares in Q3 2026, an estimated $20.1K.
IAG Wealth Partners first reported a position in Medical Properties Trust in Q2 2022 and held it in 17 quarters.
IAG Wealth Partners's Medical Properties Trust position peaked at $24.2K in Q1 2025.
322 funds tracked by Wall St. Rank held Medical Properties Trust as of Q3 2026.

Based on IAG Wealth Partners's 13F filing for Q3 2026, filed 6 Nov 2026.