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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

IAG Wealth Partners's MPT Position: Q1 2026 in Review

IAG Wealth Partners increased its Medical Properties Trust (MPT) stake by 1.7% in Q1 2026, buying an estimated $370 and bringing the position to 4,279 shares worth $19.8K. The position accounts for ﹤0.01% of the portfolio, ranked #306.

IAG Wealth Partners first reported a position in MPT in Q2 2022 and has held it in 16 quarters since. The position peaked at $24.2K in Q1 2025. 491 funds tracked by Wall St. Rank hold MPT as of Q1 2026.

IAG Wealth Partners held 4,279 shares of Medical Properties Trust worth $19.8K as of Q1 2026.
IAG Wealth Partners bought 71 Medical Properties Trust shares in Q1 2026, an estimated $370.
Medical Properties Trust made up ﹤0.01% of IAG Wealth Partners's portfolio in Q1 2026, its #306 holding.
IAG Wealth Partners first reported a position in Medical Properties Trust in Q2 2022 and has held it in 16 quarters since.
IAG Wealth Partners's Medical Properties Trust position peaked at $24.2K in Q1 2025.
491 funds tracked by Wall St. Rank held Medical Properties Trust as of Q1 2026.

Based on IAG Wealth Partners's 13F filing for Q1 2026, filed 29 Apr 2026.