AIS
MPT

Advocate Investing Services’s Medical Properties Trust MPT Stock Holding History

Advocate Investing Services’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 		– Sell
-200
Closed -$1.04K – 463
2025
Q4 		$1K Buy
+200
New +$1.04K ﹤0.01% 383

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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
WAM
Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return

Advocate Investing Services's MPT Position: Q1 2026 in Review

Advocate Investing Services sold out of Medical Properties Trust (MPT) in Q1 2026, closing a stake of 200 shares — an estimated $1.04K sold.

Advocate Investing Services first reported a position in MPT in Q4 2025 and held it in 1 quarter. The position peaked at $1K in Q4 2025. 493 funds tracked by Wall St. Rank hold MPT as of Q1 2026.

  • Advocate Investing Services reported no remaining Medical Properties Trust position as of Q1 2026 after selling out during the quarter.
  • Advocate Investing Services sold 200 Medical Properties Trust shares in Q1 2026, an estimated $1.04K.
  • Advocate Investing Services first reported a position in Medical Properties Trust in Q4 2025 and held it in 1 quarter.
  • Advocate Investing Services's Medical Properties Trust position peaked at $1K in Q4 2025.
  • 493 funds tracked by Wall St. Rank held Medical Properties Trust as of Q1 2026.

Based on Advocate Investing Services's 13F filing for Q1 2026, filed 22 Apr 2026.