IWC
MPT

Integrated Wealth Concepts’s Medical Properties Trust MPT Stock Holding History

Integrated Wealth Concepts’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 		$201K Buy
43,493
+9,624
+28% +$50.2K ﹤0.01% 2114
2025
Q4 		$169K Sell
33,869
-21,480
-39% -$112K ﹤0.01% 1544
2025
Q3 		$281K Buy
55,349
+22,156
+67% +$97.6K ﹤0.01% 1672
2025
Q2 		$143K Buy
33,193
+11,912
+56% +$58.9K ﹤0.01% 1805
2025
Q1 		$128K Sell
21,281
-249
-1% -$1.26K ﹤0.01% 1660
2024
Q4 		$85K Buy
21,530
+126
+0.6% +$564 ﹤0.01% 1662
2024
Q3 		$125K Buy
21,404
+5,099
+31% +$25.1K ﹤0.01% 1590
2024
Q2 		$70.3K Buy
16,305
+2,800
+21% +$13.4K ﹤0.01% 1597
2024
Q1 		$63.5K Sell
13,505
-5,043
-27% -$19.3K ﹤0.01% 1606
2023
Q4 		$91.1K Sell
18,548
-1,460
-7% -$7.15K ﹤0.01% 1529
2023
Q3 		$109K Sell
20,008
-9,342
-32% -$74.8K ﹤0.01% 1475
2023
Q2 		$272K Sell
29,350
-5,757
-16% -$48.7K ﹤0.01% 1271
2023
Q1 		$289K Buy
+35,107
New +$388K 0.01% 1072
2019
Q4 		– Sell
-13,924
Closed -$272K – 484
2019
Q3 		$272K Buy
13,924
+1,335
+11% +$24.5K 0.03% 333
2019
Q2 		$229K Sell
12,589
-5,816
-32% -$105K 0.03% 333
2019
Q1 		$341K Buy
18,405
+1,861
+11% +$33.2K 0.06% 219
2018
Q4 		$266K Buy
+16,544
New +$262K 0.07% 208

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

Integrated Wealth Concepts's MPT Position: Q1 2026 in Review

Integrated Wealth Concepts increased its Medical Properties Trust (MPT) stake by 28% in Q1 2026, buying an estimated $50.2K and bringing the position to 43,493 shares worth $201K. The position accounts for ﹤0.01% of the portfolio, ranked #2114.

Integrated Wealth Concepts first reported a position in MPT in Q4 2018 and has held it in 17 quarters since. The position peaked at $341K in Q1 2019. 491 funds tracked by Wall St. Rank hold MPT as of Q1 2026.

  • Integrated Wealth Concepts held 43,493 shares of Medical Properties Trust worth $201K as of Q1 2026.
  • Integrated Wealth Concepts bought 9,624 Medical Properties Trust shares in Q1 2026, an estimated $50.2K.
  • Medical Properties Trust made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #2114 holding.
  • Integrated Wealth Concepts first reported a position in Medical Properties Trust in Q4 2018 and has held it in 17 quarters since.
  • Integrated Wealth Concepts's Medical Properties Trust position peaked at $341K in Q1 2019.
  • 491 funds tracked by Wall St. Rank held Medical Properties Trust as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.