Journey Strategic Wealth’s Medical Properties Trust MPT Stock Holding History

Journey Strategic Wealth’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	$48.4K	Buy	10,448 +96	+0.9%	+$501	﹤0.01%	814
2025 Q4	$51.8K	Buy	+10,352	New	+$53.9K	﹤0.01%	756
2025 Q3	–	Sell	-20,402	Closed	-$87.9K	–	755
2025 Q2	$87.9K	Buy	20,402 +258	+1%	+$1.27K	﹤0.01%	650
2025 Q1	$121K	Buy	20,144 +6,184	+44%	+$31.3K	﹤0.01%	487
2024 Q4	$55.1K	Sell	13,960 -14,235	-50%	-$63.8K	﹤0.01%	495
2024 Q3	$165K	Sell	28,195 -4,781	-14%	-$23.6K	0.01%	487
2024 Q2	$142K	Sell	32,976 -4,356	-12%	-$20.9K	0.01%	384
2024 Q1	$175K	Buy	37,332 +23,413	+168%	+$89.6K	0.01%	296
2023 Q4	$68.3K	Buy	+13,919	New	+$68.2K	﹤0.01%	227

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

Journey Strategic Wealth's MPT Position: Q1 2026 in Review

Journey Strategic Wealth increased its Medical Properties Trust (MPT) stake by 0.93% in Q1 2026, buying an estimated $501 and bringing the position to 10,448 shares worth $48.4K. The position accounts for ﹤0.01% of the portfolio, ranked #814.

Journey Strategic Wealth first reported a position in MPT in Q4 2023 and has held it in 9 quarters since. The position peaked at $175K in Q1 2024. 491 funds tracked by Wall St. Rank hold MPT as of Q1 2026.

Journey Strategic Wealth held 10,448 shares of Medical Properties Trust worth $48.4K as of Q1 2026.
Journey Strategic Wealth bought 96 Medical Properties Trust shares in Q1 2026, an estimated $501.
Medical Properties Trust made up ﹤0.01% of Journey Strategic Wealth's portfolio in Q1 2026, its #814 holding.
Journey Strategic Wealth first reported a position in Medical Properties Trust in Q4 2023 and has held it in 9 quarters since.
Journey Strategic Wealth's Medical Properties Trust position peaked at $175K in Q1 2024.
491 funds tracked by Wall St. Rank held Medical Properties Trust as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.