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
Q2 		$993 Hold
215
– – ﹤0.01% 1278
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 $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

Strategic Wealth Partners's MPT Position: Q2 2026 in Review

Strategic Wealth Partners held its Medical Properties Trust (MPT) position steady in Q2 2026 at 215 shares worth $993. The position accounts for ﹤0.01% of the portfolio, ranked #1278.

Strategic Wealth Partners first reported a position in MPT in Q2 2024 and has held it in 5 quarters since. The position peaked at $69.2K in Q2 2024. 489 funds tracked by Wall St. Rank hold MPT as of Q2 2026.

  • Strategic Wealth Partners held 215 shares of Medical Properties Trust worth $993 as of Q2 2026.
  • Strategic Wealth Partners left its Medical Properties Trust share count unchanged in Q2 2026.
  • Medical Properties Trust made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #1278 holding.
  • Strategic Wealth Partners first reported a position in Medical Properties Trust in Q2 2024 and has held it in 5 quarters since.
  • Strategic Wealth Partners's Medical Properties Trust position peaked at $69.2K in Q2 2024.
  • 489 funds tracked by Wall St. Rank held Medical Properties Trust as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.