SWP
MPT

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
Q1 		$995 Buy
215
+4
+2% +$21 ﹤0.01% 1252
2025
Q4 		$1.05K 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 $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

Strategic Wealth Partners's MPT Position: Q1 2026 in Review

Strategic Wealth Partners increased its Medical Properties Trust (MPT) stake by 1.9% in Q1 2026, buying an estimated $21 and bringing the position to 215 shares worth $995. The position accounts for ﹤0.01% of the portfolio, ranked #1252.

Strategic Wealth Partners first reported a position in MPT in Q2 2024 and has held it in 4 quarters since. The position peaked at $69.2K in Q2 2024. 491 funds tracked by Wall St. Rank hold MPT as of Q1 2026.

  • Strategic Wealth Partners held 215 shares of Medical Properties Trust worth $995 as of Q1 2026.
  • Strategic Wealth Partners bought 4 Medical Properties Trust shares in Q1 2026, an estimated $21.
  • Medical Properties Trust made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q1 2026, its #1252 holding.
  • Strategic Wealth Partners first reported a position in Medical Properties Trust in Q2 2024 and has held it in 4 quarters since.
  • Strategic Wealth Partners's Medical Properties Trust position peaked at $69.2K in Q2 2024.
  • 491 funds tracked by Wall St. Rank held Medical Properties Trust as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.