AAM
MPT

Advisors Asset Management’s Medical Properties Trust MPT Stock Holding History

Advisors Asset Management’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 		$637K Sell
137,545
-215,176
-61% -$1.12M 0.01% 913
2025
Q4 		$1.76M Sell
352,721
-136,220
-28% -$709K 0.03% 633
2025
Q3 		$2.48M Sell
488,941
-137,135
-22% -$604K 0.04% 527
2025
Q2 		$2.7M Sell
626,076
-471,345
-43% -$2.33M 0.05% 494
2025
Q1 		$6.62M Sell
1,097,421
-395,755
-27% -$2M 0.12% 199
2024
Q4 		$5.9M Buy
1,493,176
+125,919
+9% +$564K 0.11% 237
2024
Q3 		$8M Buy
1,367,257
+192,955
+16% +$951K 0.15% 171
2024
Q2 		$5.06M Buy
1,174,302
+320,161
+37% +$1.53M 0.1% 257
2024
Q1 		$4.01M Buy
854,141
+550,325
+181% +$2.11M 0.08% 325
2023
Q4 		$1.49M Buy
303,816
+298,628
+5,756% +$1.46M 0.03% 612
2023
Q3 		$28.3K Buy
+5,188
New +$41.6K ﹤0.01% 1336
2022
Q3 		– Sell
-3,828
Closed -$58K – 1496
2022
Q2 		$58K Sell
3,828
-10,319
-73% -$186K ﹤0.01% 1353
2022
Q1 		$299K Sell
14,147
-2,586
-15% -$55.7K ﹤0.01% 1138
2021
Q4 		$395K Sell
16,733
-1,503
-8% -$32.2K 0.01% 1068
2021
Q3 		$366K Sell
18,236
-3,938
-18% -$80.7K 0.01% 1098
2021
Q2 		$446K Buy
22,174
+755
+4% +$16.1K 0.01% 1042
2021
Q1 		$456K Sell
21,419
-1,213
-5% -$26.1K 0.01% 1034
2020
Q4 		$493K Sell
22,632
-4,042
-15% -$78.8K 0.01% 970
2020
Q3 		$470K Sell
26,674
-4,828
-15% -$89.8K 0.01% 938
2020
Q2 		$592K Sell
31,502
-508
-2% -$9K 0.01% 853
2020
Q1 		$553K Sell
32,010
-7,491
-19% -$157K 0.01% 792
2019
Q4 		$834K Sell
39,501
-5,395
-12% -$109K 0.01% 814
2019
Q3 		$878K Sell
44,896
-429
-0.9% -$7.88K 0.02% 799
2019
Q2 		$790K Buy
45,325
+3,112
+7% +$56K 0.01% 866
2019
Q1 		$781K Buy
42,213
+4,261
+11% +$76K 0.01% 915
2018
Q4 		$610K Sell
37,952
-27
-0.1% -$427 0.01% 929
2018
Q3 		$566K Buy
37,979
+12,785
+51% +$186K 0.01% 1014
2018
Q2 		$354K Buy
25,194
+9,524
+61% +$126K 0.01% 1132
2018
Q1 		$192K Buy
15,670
+5,796
+59% +$74.2K ﹤0.01% 1245
2017
Q4 		$136K Buy
9,874
+3,936
+66% +$53.2K ﹤0.01% 1307
2017
Q3 		$78K Buy
+5,938
New +$76.5K ﹤0.01% 1366
2017
Q1 		– Sell
-7,600
Closed -$93K – 1680
2016
Q4 		$93K Buy
7,600
+1,800
+31% +$23.3K ﹤0.01% 1532
2016
Q3 		$86K Sell
5,800
-39,731
-87% -$601K ﹤0.01% 1551
2016
Q2 		$693K Sell
45,531
-55,255
-55% -$782K 0.01% 992
2016
Q1 		$1.31M Sell
100,786
-6,700
-6% -$76.4K 0.02% 786
2015
Q4 		$1.24M Sell
107,486
-5,247
-5% -$59.9K 0.02% 823
2015
Q3 		$1.25M Buy
112,733
+7,972
+8% +$98.9K 0.02% 814
2015
Q2 		$1.37M Buy
104,761
+50,979
+95% +$711K 0.02% 815
2015
Q1 		$793K Buy
+53,782
New +$799K 0.01% 929
2014
Q1 		– Sell
-2,464
Closed -$30K – 1784
2013
Q4 		$30K Sell
2,464
-160
-6% -$2.04K ﹤0.01% 1699
2013
Q3 		$32K Sell
2,624
-656
-20% -$8.76K ﹤0.01% 1676
2013
Q2 		$47K Buy
+3,280
New +$51.7K ﹤0.01% 1553

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

Advisors Asset Management's MPT Position: Q1 2026 in Review

Advisors Asset Management reduced its Medical Properties Trust (MPT) stake by 61% in Q1 2026, selling an estimated $1.12M and leaving 137,545 shares worth $637K. The position accounts for 0.01% of the portfolio, ranked #913.

Advisors Asset Management first reported a position in MPT in Q2 2013 and has held it in 42 quarters since. The position peaked at $8M in Q3 2024. 491 funds tracked by Wall St. Rank hold MPT as of Q1 2026.

  • Advisors Asset Management held 137,545 shares of Medical Properties Trust worth $637K as of Q1 2026.
  • Advisors Asset Management sold 215,176 Medical Properties Trust shares in Q1 2026, an estimated $1.12M.
  • Medical Properties Trust made up 0.01% of Advisors Asset Management's portfolio in Q1 2026, its #913 holding.
  • Advisors Asset Management first reported a position in Medical Properties Trust in Q2 2013 and has held it in 42 quarters since.
  • Advisors Asset Management's Medical Properties Trust position peaked at $8M in Q3 2024.
  • 491 funds tracked by Wall St. Rank held Medical Properties Trust as of Q1 2026.

Based on Advisors Asset Management's 13F filing for Q1 2026, filed 15 May 2026.