MWA
MPT

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

Merkkuri 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
Q2 		– Sell
-3,623
Closed -$16.8K – 249
2026
Q1 		$16.8K Buy
+3,623
New +$18.9K 0.01% 191

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

Merkkuri Wealth Advisors's MPT Position: Q2 2026 in Review

Merkkuri Wealth Advisors sold out of Medical Properties Trust (MPT) in Q2 2026, closing a stake of 3,623 shares — an estimated $16.8K sold.

Merkkuri Wealth Advisors first reported a position in MPT in Q1 2026 and held it in 1 quarter. The position peaked at $16.8K in Q1 2026. 489 funds tracked by Wall St. Rank hold MPT as of Q2 2026.

  • Merkkuri Wealth Advisors reported no remaining Medical Properties Trust position as of Q2 2026 after selling out during the quarter.
  • Merkkuri Wealth Advisors sold 3,623 Medical Properties Trust shares in Q2 2026, an estimated $16.8K.
  • Merkkuri Wealth Advisors first reported a position in Medical Properties Trust in Q1 2026 and held it in 1 quarter.
  • Merkkuri Wealth Advisors's Medical Properties Trust position peaked at $16.8K in Q1 2026.
  • 489 funds tracked by Wall St. Rank held Medical Properties Trust as of Q2 2026.

Based on Merkkuri Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.