TPWA
MPT

Twin Peaks Wealth Advisors’s Medical Properties Trust MPT Stock Holding History

Twin Peaks Wealth Advisors’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 		– Sell
-640
Closed -$2.96K – 1441
2026
Q1 		$2.96K Buy
+640
New +$3.34K ﹤0.01% 1580
2025
Q3 		– Sell
-1,131
Closed -$4.5K – 1365
2025
Q2 		$4.5K Buy
+1,131
New +$5.59K ﹤0.01% 1350

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

Twin Peaks Wealth Advisors's MPT Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Medical Properties Trust (MPT) in Q2 2026, closing a stake of 640 shares — an estimated $2.96K sold.

Twin Peaks Wealth Advisors first reported a position in MPT in Q2 2025 and held it in 2 quarters. The position peaked at $4.5K in Q2 2025. 489 funds tracked by Wall St. Rank hold MPT as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Medical Properties Trust position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 640 Medical Properties Trust shares in Q2 2026, an estimated $2.96K.
  • Twin Peaks Wealth Advisors first reported a position in Medical Properties Trust in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Medical Properties Trust position peaked at $4.5K in Q2 2025.
  • 489 funds tracked by Wall St. Rank held Medical Properties Trust as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.