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
Q2 		– Sell
-13,686
Closed -$63.4K – 206
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 $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

Waypoint Wealth Counsel's MPT Position: Q2 2026 in Review

Waypoint Wealth Counsel sold out of Medical Properties Trust (MPT) in Q2 2026, closing a stake of 13,686 shares — an estimated $63.4K sold.

Waypoint Wealth Counsel first reported a position in MPT in Q3 2025 and held it in 3 quarters. The position peaked at $94K in Q4 2025. 489 funds tracked by Wall St. Rank hold MPT as of Q2 2026.

  • Waypoint Wealth Counsel reported no remaining Medical Properties Trust position as of Q2 2026 after selling out during the quarter.
  • Waypoint Wealth Counsel sold 13,686 Medical Properties Trust shares in Q2 2026, an estimated $63.4K.
  • Waypoint Wealth Counsel first reported a position in Medical Properties Trust in Q3 2025 and held it in 3 quarters.
  • Waypoint Wealth Counsel's Medical Properties Trust position peaked at $94K in Q4 2025.
  • 489 funds tracked by Wall St. Rank held Medical Properties Trust as of Q2 2026.

Based on Waypoint Wealth Counsel's 13F filing for Q2 2026, filed 4 Aug 2026.