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
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 $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

Twin Peaks Wealth Advisors's MPT Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Medical Properties Trust (MPT) in Q1 2026: 640 shares worth $2.96K. The stake represents ﹤0.01% of the portfolio and ranks #1580 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in MPT as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in MPT in Q2 2025 and has held it in 2 quarters since. The position peaked at $4.5K in Q2 2025. 491 funds tracked by Wall St. Rank hold MPT as of Q1 2026.

  • Twin Peaks Wealth Advisors held 640 shares of Medical Properties Trust worth $2.96K as of Q1 2026.
  • Medical Properties Trust was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Medical Properties Trust made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #1580 holding.
  • Twin Peaks Wealth Advisors first reported a position in Medical Properties Trust in Q2 2025 and has held it in 2 quarters since.
  • Twin Peaks Wealth Advisors's Medical Properties Trust position peaked at $4.5K in Q2 2025.
  • 491 funds tracked by Wall St. Rank held Medical Properties Trust as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.