WOSD
MPT

WFA of San Diego’s Medical Properties Trust MPT Stock Holding History

WFA of San Diego’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 		$602 Hold
130
– – ﹤0.01% 389
2025
Q4 		$650 Hold
130
– – ﹤0.01% 392
2025
Q3 		$659 Hold
130
– – ﹤0.01% 409
2025
Q2 		$560 Buy
+130
New +$642 ﹤0.01% 420
2024
Q3 		$761 Hold
130
– – ﹤0.01% 393
2024
Q2 		$561 Buy
+130
New +$623 ﹤0.01% 393
2023
Q3 		$16.2K Buy
+2,979
New +$23.9K 0.02% 251

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

WFA of San Diego's MPT Position: Q1 2026 in Review

WFA of San Diego held its Medical Properties Trust (MPT) position steady in Q1 2026 at 130 shares worth $602. The position accounts for ﹤0.01% of the portfolio, ranked #389.

WFA of San Diego first reported a position in MPT in Q3 2023 and has held it in 7 quarters since. The position peaked at $16.2K in Q3 2023. 491 funds tracked by Wall St. Rank hold MPT as of Q1 2026.

  • WFA of San Diego held 130 shares of Medical Properties Trust worth $602 as of Q1 2026.
  • WFA of San Diego left its Medical Properties Trust share count unchanged in Q1 2026.
  • Medical Properties Trust made up ﹤0.01% of WFA of San Diego's portfolio in Q1 2026, its #389 holding.
  • WFA of San Diego first reported a position in Medical Properties Trust in Q3 2023 and has held it in 7 quarters since.
  • WFA of San Diego's Medical Properties Trust position peaked at $16.2K in Q3 2023.
  • 491 funds tracked by Wall St. Rank held Medical Properties Trust as of Q1 2026.

Based on WFA of San Diego's 13F filing for Q1 2026, filed 11 May 2026.