PP
MPT

PDS Planning’s Medical Properties Trust MPT Stock Holding History

PDS Planning’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 		$87.3K Sell
18,898
-1,466
-7% -$7.26K 0.01% 604
2026
Q1 		$94.3K Buy
20,364
+5,282
+35% +$27.5K 0.01% 551
2025
Q4 		$75.4K Buy
15,082
+61
+0.4% +$318 0.01% 544
2025
Q3 		$76.2K Sell
15,021
-93
-0.6% -$410 0.01% 532
2025
Q2 		$65.1K Buy
15,114
+2,137
+16% +$10.6K ﹤0.01% 506
2025
Q1 		$78.3K Buy
+12,977
New +$65.6K 0.01% 462

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

PDS Planning's MPT Position: Q2 2026 in Review

PDS Planning reduced its Medical Properties Trust (MPT) stake by 7.2% in Q2 2026, selling an estimated $7.26K and leaving 18,898 shares worth $87.3K. The position accounts for 0.01% of the portfolio, ranked #604.

PDS Planning first reported a position in MPT in Q1 2025 and has held it in 6 quarters since. The position peaked at $94.3K in Q1 2026. 489 funds tracked by Wall St. Rank hold MPT as of Q2 2026.

  • PDS Planning held 18,898 shares of Medical Properties Trust worth $87.3K as of Q2 2026.
  • PDS Planning sold 1,466 Medical Properties Trust shares in Q2 2026, an estimated $7.26K.
  • Medical Properties Trust made up 0.01% of PDS Planning's portfolio in Q2 2026, its #604 holding.
  • PDS Planning first reported a position in Medical Properties Trust in Q1 2025 and has held it in 6 quarters since.
  • PDS Planning's Medical Properties Trust position peaked at $94.3K in Q1 2026.
  • 489 funds tracked by Wall St. Rank held Medical Properties Trust as of Q2 2026.

Based on PDS Planning's 13F filing for Q2 2026, filed 5 Aug 2026.