PWPS
MPT

Pinnacle Wealth Planning Services’s Medical Properties Trust MPT Stock Holding History

Pinnacle Wealth Planning Services’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 		$53.4K Buy
11,544
+1,598
+16% +$8.33K 0.01% 1163
2025
Q4 		$49.7K Buy
+9,946
New +$51.8K 0.01% 1204
2025
Q3 		– Sell
-12,815
Closed -$55.2K – 500
2025
Q2 		$55.2K Buy
+12,815
New +$63.3K 0.01% 450
2021
Q1 		– Sell
-186
Closed -$4K – 1326
2020
Q4 		$4K Buy
+186
New +$3.62K ﹤0.01% 1741

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

Pinnacle Wealth Planning Services's MPT Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Medical Properties Trust (MPT) stake by 16% in Q1 2026, buying an estimated $8.33K and bringing the position to 11,544 shares worth $53.4K. The position accounts for 0.01% of the portfolio, ranked #1163.

Pinnacle Wealth Planning Services first reported a position in MPT in Q4 2020 and has held it in 4 quarters since. The position peaked at $55.2K in Q2 2025. 491 funds tracked by Wall St. Rank hold MPT as of Q1 2026.

  • Pinnacle Wealth Planning Services held 11,544 shares of Medical Properties Trust worth $53.4K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 1,598 Medical Properties Trust shares in Q1 2026, an estimated $8.33K.
  • Medical Properties Trust made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1163 holding.
  • Pinnacle Wealth Planning Services first reported a position in Medical Properties Trust in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's Medical Properties Trust position peaked at $55.2K in Q2 2025.
  • 491 funds tracked by Wall St. Rank held Medical Properties Trust as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.