JTWM
MPT

Jackson Thornton Wealth Management’s Medical Properties Trust MPT Stock Holding History

Jackson Thornton Wealth Management’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 		$167K Sell
33,787
-3,091
-8% -$16.1K 0.02% 279
2025
Q4 		$195K Buy
36,878
+9
+0% +$47 0.02% 296
2025
Q3 		$199K Buy
36,869
+13,761
+60% +$60.6K 0.02% 271
2025
Q2 		$97.7K Sell
23,108
-6,402
-22% -$31.6K 0.01% 151
2025
Q1 		$161K Sell
29,510
-22,475
-43% -$114K 0.02% 98
2024
Q4 		$205K Buy
+51,985
New +$233K 0.03% 79

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

Jackson Thornton Wealth Management's MPT Position: Q1 2026 in Review

Jackson Thornton Wealth Management reduced its Medical Properties Trust (MPT) stake by 8.4% in Q1 2026, selling an estimated $16.1K and leaving 33,787 shares worth $167K. The position accounts for 0.02% of the portfolio, ranked #279.

Jackson Thornton Wealth Management first reported a position in MPT in Q4 2024 and has held it in 6 quarters since. The position peaked at $205K in Q4 2024. 491 funds tracked by Wall St. Rank hold MPT as of Q1 2026.

  • Jackson Thornton Wealth Management held 33,787 shares of Medical Properties Trust worth $167K as of Q1 2026.
  • Jackson Thornton Wealth Management sold 3,091 Medical Properties Trust shares in Q1 2026, an estimated $16.1K.
  • Medical Properties Trust made up 0.02% of Jackson Thornton Wealth Management's portfolio in Q1 2026, its #279 holding.
  • Jackson Thornton Wealth Management first reported a position in Medical Properties Trust in Q4 2024 and has held it in 6 quarters since.
  • Jackson Thornton Wealth Management's Medical Properties Trust position peaked at $205K in Q4 2024.
  • 491 funds tracked by Wall St. Rank held Medical Properties Trust as of Q1 2026.

Based on Jackson Thornton Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.