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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

Modern Wealth Management's MPT Position: Q1 2026 in Review

Modern Wealth Management increased its Medical Properties Trust (MPT) stake by 31% in Q1 2026, buying an estimated $69.8K and bringing the position to 56,480 shares worth $262K. The position accounts for ﹤0.01% of the portfolio, ranked #761.

Modern Wealth Management first reported a position in MPT in Q3 2024 and has held it in 7 quarters since. The position peaked at $295K in Q3 2024. 491 funds tracked by Wall St. Rank hold MPT as of Q1 2026.

Modern Wealth Management held 56,480 shares of Medical Properties Trust worth $262K as of Q1 2026.
Modern Wealth Management bought 13,385 Medical Properties Trust shares in Q1 2026, an estimated $69.8K.
Medical Properties Trust made up ﹤0.01% of Modern Wealth Management's portfolio in Q1 2026, its #761 holding.
Modern Wealth Management first reported a position in Medical Properties Trust in Q3 2024 and has held it in 7 quarters since.
Modern Wealth Management's Medical Properties Trust position peaked at $295K in Q3 2024.
491 funds tracked by Wall St. Rank held Medical Properties Trust as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.