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

Perigon 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	$145K	Buy	31,399 +2,703	+9%	+$14.1K	﹤0.01%	1244
2025 Q4	$143K	Buy	28,696 +6,442	+29%	+$33.5K	﹤0.01%	1265
2025 Q3	$113K	Sell	22,254 -2,794	-11%	-$12.3K	﹤0.01%	1194
2025 Q2	$108K	Sell	25,048 -1,807	-7%	-$8.93K	﹤0.01%	1033
2025 Q1	$162K	Buy	+26,855	New	+$136K	﹤0.01%	988
2023 Q2	–	Sell	-12,536	Closed	-$103K	–	800
2023 Q1	$103K	Buy	12,536 +723	+6%	+$7.98K	0.01%	681
2022 Q4	$132K	Sell	11,813 -41,417	-78%	-$482K	0.01%	666
2022 Q3	$631K	Buy	+53,230	New	+$806K	0.05%	282

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

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

Perigon Wealth Management increased its Medical Properties Trust (MPT) stake by 9.4% in Q1 2026, buying an estimated $14.1K and bringing the position to 31,399 shares worth $145K. The position accounts for ﹤0.01% of the portfolio, ranked #1244.

Perigon Wealth Management first reported a position in MPT in Q3 2022 and has held it in 8 quarters since. The position peaked at $631K in Q3 2022. 491 funds tracked by Wall St. Rank hold MPT as of Q1 2026.

Perigon Wealth Management held 31,399 shares of Medical Properties Trust worth $145K as of Q1 2026.
Perigon Wealth Management bought 2,703 Medical Properties Trust shares in Q1 2026, an estimated $14.1K.
Medical Properties Trust made up ﹤0.01% of Perigon Wealth Management's portfolio in Q1 2026, its #1244 holding.
Perigon Wealth Management first reported a position in Medical Properties Trust in Q3 2022 and has held it in 8 quarters since.
Perigon Wealth Management's Medical Properties Trust position peaked at $631K in Q3 2022.
491 funds tracked by Wall St. Rank held Medical Properties Trust as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.