WA
MPT

Waverly Advisors’s Medical Properties Trust MPT Stock Holding History

Waverly 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 		$82.9K Buy
17,939
+2,383
+15% +$11.8K ﹤0.01% 1692
2026
Q1 		$72K Sell
15,556
-639
-4% -$3.33K ﹤0.01% 1551
2025
Q4 		$81K Buy
16,195
+2,943
+22% +$15.3K ﹤0.01% 1437
2025
Q3 		$67.2K Buy
+13,252
New +$58.4K ﹤0.01% 1266
2018
Q1 		– Sell
-436
Closed -$6K – 297
2017
Q4 		$6K Buy
+436
New +$5.89K ﹤0.01% 362

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

Waverly Advisors's MPT Position: Q2 2026 in Review

Waverly Advisors increased its Medical Properties Trust (MPT) stake by 15% in Q2 2026, buying an estimated $11.8K and bringing the position to 17,939 shares worth $82.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1692.

Waverly Advisors first reported a position in MPT in Q4 2017 and has held it in 5 quarters since. 489 funds tracked by Wall St. Rank hold MPT as of Q2 2026.

  • Waverly Advisors held 17,939 shares of Medical Properties Trust worth $82.9K as of Q2 2026.
  • Waverly Advisors bought 2,383 Medical Properties Trust shares in Q2 2026, an estimated $11.8K.
  • Medical Properties Trust made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1692 holding.
  • Waverly Advisors first reported a position in Medical Properties Trust in Q4 2017 and has held it in 5 quarters since.
  • 489 funds tracked by Wall St. Rank held Medical Properties Trust as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.