Strategic Wealth Partners
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Strategic Wealth Partners’s Medical Properties Trust MPT Stock Holding History

Strategic Wealth Partners’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
Q3 		– Sell
-215
Closed -$993 – 1334
2026
Q2 		$993 Hold
215
– – ﹤0.01% 1278
2026
Q1 		$995 Buy
215
+4
+2% +$21 ﹤0.01% 1252
2025
Q4 		$1.06K Buy
+211
New +$1.1K ﹤0.01% 1279
2025
Q3 		– Sell
-8,850
Closed -$38.1K – 1369
2025
Q2 		$38.1K Buy
+8,850
New +$43.7K ﹤0.01% 544
2024
Q3 		– Sell
-16,050
Closed -$69.2K – 301
2024
Q2 		$69.2K Buy
+16,050
New +$76.9K 0.01% 286

Other funds holding MPT

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Jupiter Asset Management
Jupiter Asset Management London, United Kingdom $21.4B AUM 19.74% 1-Year Est. Return
Advisors Capital Management
Advisors Capital Management Ridgewood, New Jersey $9.8B AUM 19.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Strategic Wealth Partners's MPT Position: Q3 2026 in Review

Strategic Wealth Partners sold out of Medical Properties Trust (MPT) in Q3 2026, closing a stake of 215 shares — an estimated $993 sold.

Strategic Wealth Partners first reported a position in MPT in Q2 2024 and held it in 5 quarters. The position peaked at $69.2K in Q2 2024. 376 funds tracked by Wall St. Rank hold MPT as of Q3 2026.

  • Strategic Wealth Partners reported no remaining Medical Properties Trust position as of Q3 2026 after selling out during the quarter.
  • Strategic Wealth Partners sold 215 Medical Properties Trust shares in Q3 2026, an estimated $993.
  • Strategic Wealth Partners first reported a position in Medical Properties Trust in Q2 2024 and held it in 5 quarters.
  • Strategic Wealth Partners's Medical Properties Trust position peaked at $69.2K in Q2 2024.
  • 376 funds tracked by Wall St. Rank held Medical Properties Trust as of Q3 2026.

Based on Strategic Wealth Partners's 13F filing for Q3 2026, filed 13 Nov 2026.