KWA
MPT

Kingswood Wealth Advisors’s Medical Properties Trust MPT Stock Holding History

Kingswood Wealth Advisors’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 		– Sell
-15,248
Closed -$76.2K – 957
2025
Q4 		$76.2K Buy
+15,248
New +$79.4K ﹤0.01% 856
2025
Q1 		– Sell
-13,695
Closed -$54.1K – 790
2024
Q4 		$54.1K Buy
+13,695
New +$61.3K ﹤0.01% 772
2024
Q3 		– Sell
-17,597
Closed -$75.8K – 720
2024
Q2 		$75.8K Buy
17,597
+7,281
+71% +$34.9K 0.01% 646
2024
Q1 		$48.5K Sell
10,316
-11,883
-54% -$45.5K 0.01% 608
2023
Q4 		$109K Buy
+22,199
New +$109K 0.01% 611

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

Kingswood Wealth Advisors's MPT Position: Q1 2026 in Review

Kingswood Wealth Advisors sold out of Medical Properties Trust (MPT) in Q1 2026, closing a stake of 15,248 shares — an estimated $76.2K sold.

Kingswood Wealth Advisors first reported a position in MPT in Q4 2023 and held it in 5 quarters. The position peaked at $109K in Q4 2023. 491 funds tracked by Wall St. Rank hold MPT as of Q1 2026.

  • Kingswood Wealth Advisors reported no remaining Medical Properties Trust position as of Q1 2026 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 15,248 Medical Properties Trust shares in Q1 2026, an estimated $76.2K.
  • Kingswood Wealth Advisors first reported a position in Medical Properties Trust in Q4 2023 and held it in 5 quarters.
  • Kingswood Wealth Advisors's Medical Properties Trust position peaked at $109K in Q4 2023.
  • 491 funds tracked by Wall St. Rank held Medical Properties Trust as of Q1 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.