Modern Wealth Management
MPT icon

Modern Wealth Management’s Medical Properties Trust MPT Stock Holding History

Modern Wealth Management’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 		$237K Sell
51,354
-5,126
-9% -$25.4K ﹤0.01% 968
2026
Q1 		$262K Buy
56,480
+13,385
+31% +$69.8K ﹤0.01% 761
2025
Q4 		$215K Sell
43,095
-4,591
-10% -$23.9K ﹤0.01% 793
2025
Q3 		$242K Buy
47,686
+7,495
+19% +$33K ﹤0.01% 711
2025
Q2 		$173K Buy
40,191
+1,189
+3% +$5.88K ﹤0.01% 746
2025
Q1 		$235K Buy
39,002
+59
+0.2% +$298 0.01% 601
2024
Q4 		$154K Sell
38,943
-11,422
-23% -$51.2K 0.01% 561
2024
Q3 		$295K Buy
+50,365
New +$248K 0.02% 347

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 $3.38T AUM 44.17% 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
Wilsey Asset Management
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

Modern Wealth Management's MPT Position: Q2 2026 in Review

Modern Wealth Management reduced its Medical Properties Trust (MPT) stake by 9.1% in Q2 2026, selling an estimated $25.4K and leaving 51,354 shares worth $237K. The position accounts for ﹤0.01% of the portfolio, ranked #968.

Modern Wealth Management first reported a position in MPT in Q3 2024 and has held it in 8 quarters since. The position peaked at $295K in Q3 2024. 490 funds tracked by Wall St. Rank hold MPT as of Q2 2026.

  • Modern Wealth Management held 51,354 shares of Medical Properties Trust worth $237K as of Q2 2026.
  • Modern Wealth Management sold 5,126 Medical Properties Trust shares in Q2 2026, an estimated $25.4K.
  • Medical Properties Trust made up ﹤0.01% of Modern Wealth Management's portfolio in Q2 2026, its #968 holding.
  • Modern Wealth Management first reported a position in Medical Properties Trust in Q3 2024 and has held it in 8 quarters since.
  • Modern Wealth Management's Medical Properties Trust position peaked at $295K in Q3 2024.
  • 490 funds tracked by Wall St. Rank held Medical Properties Trust as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.