WWC
MPT

Waypoint Wealth Counsel’s Medical Properties Trust MPT Stock Holding History

Waypoint Wealth Counsel’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 		$63.4K Sell
13,686
-5,122
-27% -$26.7K 0.03% 222
2025
Q4 		$94K Buy
18,808
+2,215
+13% +$11.5K 0.03% 279
2025
Q3 		$84.1K Buy
+16,593
New +$73.1K 0.03% 263

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

Waypoint Wealth Counsel's MPT Position: Q1 2026 in Review

Waypoint Wealth Counsel reduced its Medical Properties Trust (MPT) stake by 27% in Q1 2026, selling an estimated $26.7K and leaving 13,686 shares worth $63.4K. The position accounts for 0.03% of the portfolio, ranked #222.

Waypoint Wealth Counsel first reported a position in MPT in Q3 2025 and has held it in 3 quarters since. The position peaked at $94K in Q4 2025. 491 funds tracked by Wall St. Rank hold MPT as of Q1 2026.

  • Waypoint Wealth Counsel held 13,686 shares of Medical Properties Trust worth $63.4K as of Q1 2026.
  • Waypoint Wealth Counsel sold 5,122 Medical Properties Trust shares in Q1 2026, an estimated $26.7K.
  • Medical Properties Trust made up 0.03% of Waypoint Wealth Counsel's portfolio in Q1 2026, its #222 holding.
  • Waypoint Wealth Counsel first reported a position in Medical Properties Trust in Q3 2025 and has held it in 3 quarters since.
  • Waypoint Wealth Counsel's Medical Properties Trust position peaked at $94K in Q4 2025.
  • 491 funds tracked by Wall St. Rank held Medical Properties Trust as of Q1 2026.

Based on Waypoint Wealth Counsel's 13F filing for Q1 2026, filed 23 Apr 2026.