IWP
MPT

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
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

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

IAG Wealth Partners's MPT Position: Q2 2026 in Review

IAG Wealth Partners increased its Medical Properties Trust (MPT) stake by 1.9% in Q2 2026, buying an estimated $401 and bringing the position to 4,360 shares worth $20.1K. The position accounts for ﹤0.01% of the portfolio, ranked #310.

IAG Wealth Partners first reported a position in MPT in Q2 2022 and has held it in 17 quarters since. The position peaked at $24.2K in Q1 2025. 489 funds tracked by Wall St. Rank hold MPT as of Q2 2026.

  • IAG Wealth Partners held 4,360 shares of Medical Properties Trust worth $20.1K as of Q2 2026.
  • IAG Wealth Partners bought 81 Medical Properties Trust shares in Q2 2026, an estimated $401.
  • Medical Properties Trust made up ﹤0.01% of IAG Wealth Partners's portfolio in Q2 2026, its #310 holding.
  • IAG Wealth Partners first reported a position in Medical Properties Trust in Q2 2022 and has held it in 17 quarters since.
  • IAG Wealth Partners's Medical Properties Trust position peaked at $24.2K in Q1 2025.
  • 489 funds tracked by Wall St. Rank held Medical Properties Trust as of Q2 2026.

Based on IAG Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.