PWMG
MPT

Prestige Wealth Management Group’s Medical Properties Trust MPT Stock Holding History

Prestige Wealth Management Group’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 		$354 Buy
+75
New +$391 ﹤0.01% 1010
2025
Q3 		– Sell
-342
Closed -$1.5K – 1024
2025
Q2 		$1.5K Hold
342
– – ﹤0.01% 790
2025
Q1 		$2.09K Hold
342
– – ﹤0.01% 733
2024
Q4 		$1.39K Sell
342
-153
-31% -$685 ﹤0.01% 834
2024
Q3 		$2.96K Sell
495
-103
-17% -$508 ﹤0.01% 697
2024
Q2 		$2.65K Buy
598
+256
+75% +$1.23K ﹤0.01% 668
2024
Q1 		$1.61K Buy
342
+279
+443% +$1.07K ﹤0.01% 794
2023
Q4 		$319 Buy
+63
New +$308 ﹤0.01% 988
2023
Q3 		– Sell
-390
Closed -$3.12K – 1041
2023
Q2 		$3.73K Buy
390
+331
+561% +$2.8K ﹤0.01% 661
2023
Q1 		$526 Sell
59
-82
-58% -$905 ﹤0.01% 975
2022
Q4 		$1.61K Buy
+141
New +$1.64K ﹤0.01% 877

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

Prestige Wealth Management Group's MPT Position: Q1 2026 in Review

Prestige Wealth Management Group opened a new position in Medical Properties Trust (MPT) in Q1 2026: 75 shares worth $354. The stake represents ﹤0.01% of the portfolio and ranks #1010 among its holdings. This is a return to the name: Prestige Wealth Management Group previously reported a position in MPT as recently as Q2 2025.

Prestige Wealth Management Group first reported a position in MPT in Q4 2022 and has held it in 11 quarters since. The position peaked at $3.73K in Q2 2023. 491 funds tracked by Wall St. Rank hold MPT as of Q1 2026.

  • Prestige Wealth Management Group held 75 shares of Medical Properties Trust worth $354 as of Q1 2026.
  • Medical Properties Trust was a new Prestige Wealth Management Group position in Q1 2026.
  • Medical Properties Trust made up ﹤0.01% of Prestige Wealth Management Group's portfolio in Q1 2026, its #1010 holding.
  • Prestige Wealth Management Group first reported a position in Medical Properties Trust in Q4 2022 and has held it in 11 quarters since.
  • Prestige Wealth Management Group's Medical Properties Trust position peaked at $3.73K in Q2 2023.
  • 491 funds tracked by Wall St. Rank held Medical Properties Trust as of Q1 2026.

Based on Prestige Wealth Management Group's 13F filing for Q1 2026, filed 13 May 2026.