PPW
MPT

Parcion Private Wealth’s Medical Properties Trust MPT Stock Holding History

Parcion Private Wealth’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 		$85.5K Sell
18,465
-5,768
-24% -$30.1K 0.01% 428
2025
Q4 		$121K Buy
24,233
+8,522
+54% +$44.4K 0.01% 414
2025
Q3 		$79.7K Buy
+15,711
New +$69.2K 0.01% 352
2020
Q1 		– Sell
-9,697
Closed -$205K – 217
2019
Q4 		$205K Buy
+9,697
New +$196K 0.04% 209

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

Parcion Private Wealth's MPT Position: Q1 2026 in Review

Parcion Private Wealth reduced its Medical Properties Trust (MPT) stake by 24% in Q1 2026, selling an estimated $30.1K and leaving 18,465 shares worth $85.5K. The position accounts for 0.01% of the portfolio, ranked #428.

Parcion Private Wealth first reported a position in MPT in Q4 2019 and has held it in 4 quarters since. The position peaked at $205K in Q4 2019. 491 funds tracked by Wall St. Rank hold MPT as of Q1 2026.

  • Parcion Private Wealth held 18,465 shares of Medical Properties Trust worth $85.5K as of Q1 2026.
  • Parcion Private Wealth sold 5,768 Medical Properties Trust shares in Q1 2026, an estimated $30.1K.
  • Medical Properties Trust made up 0.01% of Parcion Private Wealth's portfolio in Q1 2026, its #428 holding.
  • Parcion Private Wealth first reported a position in Medical Properties Trust in Q4 2019 and has held it in 4 quarters since.
  • Parcion Private Wealth's Medical Properties Trust position peaked at $205K in Q4 2019.
  • 491 funds tracked by Wall St. Rank held Medical Properties Trust as of Q1 2026.

Based on Parcion Private Wealth's 13F filing for Q1 2026, filed 22 Apr 2026.