VWA
MPT

Visionary Wealth Advisors’s Medical Properties Trust MPT Stock Holding History

Visionary 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 		$102K Sell
22,075
-300
-1% -$1.56K ﹤0.01% 630
2025
Q4 		$112K Buy
+22,375
New +$116K 0.01% 600

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

Visionary Wealth Advisors's MPT Position: Q1 2026 in Review

Visionary Wealth Advisors reduced its Medical Properties Trust (MPT) stake by 1.3% in Q1 2026, selling an estimated $1.56K and leaving 22,075 shares worth $102K. The position accounts for ﹤0.01% of the portfolio, ranked #630.

Visionary Wealth Advisors first reported a position in MPT in Q4 2025 and has held it in 2 quarters since. The position peaked at $112K in Q4 2025. 491 funds tracked by Wall St. Rank hold MPT as of Q1 2026.

  • Visionary Wealth Advisors held 22,075 shares of Medical Properties Trust worth $102K as of Q1 2026.
  • Visionary Wealth Advisors sold 300 Medical Properties Trust shares in Q1 2026, an estimated $1.56K.
  • Medical Properties Trust made up ﹤0.01% of Visionary Wealth Advisors's portfolio in Q1 2026, its #630 holding.
  • Visionary Wealth Advisors first reported a position in Medical Properties Trust in Q4 2025 and has held it in 2 quarters since.
  • Visionary Wealth Advisors's Medical Properties Trust position peaked at $112K in Q4 2025.
  • 491 funds tracked by Wall St. Rank held Medical Properties Trust as of Q1 2026.

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