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
Q2 		$54K Buy
11,691
+147
+1% +$728 0.01% 1228
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 $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

Pinnacle Wealth Planning Services's MPT Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Medical Properties Trust (MPT) stake by 1.3% in Q2 2026, buying an estimated $728 and bringing the position to 11,691 shares worth $54K. The position accounts for 0.01% of the portfolio, ranked #1228.

Pinnacle Wealth Planning Services first reported a position in MPT in Q4 2020 and has held it in 5 quarters since. The position peaked at $55.2K in Q2 2025. 489 funds tracked by Wall St. Rank hold MPT as of Q2 2026.

  • Pinnacle Wealth Planning Services held 11,691 shares of Medical Properties Trust worth $54K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 147 Medical Properties Trust shares in Q2 2026, an estimated $728.
  • Medical Properties Trust made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1228 holding.
  • Pinnacle Wealth Planning Services first reported a position in Medical Properties Trust in Q4 2020 and has held it in 5 quarters since.
  • Pinnacle Wealth Planning Services's Medical Properties Trust position peaked at $55.2K in Q2 2025.
  • 489 funds tracked by Wall St. Rank held Medical Properties Trust as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.