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
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 $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

Kestra Private Wealth Services's MPT Position: Q1 2026 in Review

Kestra Private Wealth Services reduced its Medical Properties Trust (MPT) stake by 26% in Q1 2026, selling an estimated $39.7K and leaving 21,203 shares worth $98.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1692.

Kestra Private Wealth Services first reported a position in MPT in Q3 2020 and has held it in 10 quarters since. The position peaked at $276K in Q3 2020. 491 funds tracked by Wall St. Rank hold MPT as of Q1 2026.

  • Kestra Private Wealth Services held 21,203 shares of Medical Properties Trust worth $98.2K as of Q1 2026.
  • Kestra Private Wealth Services sold 7,606 Medical Properties Trust shares in Q1 2026, an estimated $39.7K.
  • Medical Properties Trust made up ﹤0.01% of Kestra Private Wealth Services's portfolio in Q1 2026, its #1692 holding.
  • Kestra Private Wealth Services first reported a position in Medical Properties Trust in Q3 2020 and has held it in 10 quarters since.
  • Kestra Private Wealth Services's Medical Properties Trust position peaked at $276K in Q3 2020.
  • 491 funds tracked by Wall St. Rank held Medical Properties Trust as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.