KPWS
MPT

Kestra Private Wealth Services’s Medical Properties Trust MPT Stock Holding History

Kestra Private Wealth Services’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 		$91.6K Sell
19,828
-1,375
-6% -$6.81K ﹤0.01% 1749
2026
Q1 		$98.2K Sell
21,203
-7,606
-26% -$39.7K ﹤0.01% 1692
2025
Q4 		$144K Sell
28,809
-2,238
-7% -$11.7K ﹤0.01% 1629
2025
Q3 		$157K Sell
31,047
-1,077
-3% -$4.74K ﹤0.01% 1585
2025
Q2 		$138K Sell
32,124
-5,554
-15% -$27.4K ﹤0.01% 1537
2025
Q1 		$227K Sell
37,678
-6,100
-14% -$30.8K ﹤0.01% 1328
2024
Q4 		$173K Buy
43,778
+3,160
+8% +$14.2K ﹤0.01% 1332
2024
Q3 		$241K Buy
40,618
+5,575
+16% +$27.5K ﹤0.01% 1184
2024
Q2 		$156K Sell
35,043
-1,520
-4% -$7.28K ﹤0.01% 1259
2024
Q1 		$172K Buy
+36,563
New +$140K ﹤0.01% 1211
2020
Q4 		– Sell
-15,677
Closed -$276K – 769
2020
Q3 		$276K Buy
+15,677
New +$292K 0.02% 506

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

Kestra Private Wealth Services's MPT Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its Medical Properties Trust (MPT) stake by 6.5% in Q2 2026, selling an estimated $6.81K and leaving 19,828 shares worth $91.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1749.

Kestra Private Wealth Services first reported a position in MPT in Q3 2020 and has held it in 11 quarters since. The position peaked at $276K in Q3 2020. 489 funds tracked by Wall St. Rank hold MPT as of Q2 2026.

  • Kestra Private Wealth Services held 19,828 shares of Medical Properties Trust worth $91.6K as of Q2 2026.
  • Kestra Private Wealth Services sold 1,375 Medical Properties Trust shares in Q2 2026, an estimated $6.81K.
  • Medical Properties Trust made up ﹤0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1749 holding.
  • Kestra Private Wealth Services first reported a position in Medical Properties Trust in Q3 2020 and has held it in 11 quarters since.
  • Kestra Private Wealth Services's Medical Properties Trust position peaked at $276K in Q3 2020.
  • 489 funds tracked by Wall St. Rank held Medical Properties Trust as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.