Allie Family Office’s Medical Properties Trust MPT Stock Holding History

Allie Family Office’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	$230K	Hold	48,650	–	–	0.1%	91
2025 Q4	$248K	Hold	48,650	–	–	0.12%	86
2025 Q3	$251K	Hold	48,650	–	–	0.12%	83
2025 Q2	$214K	Hold	48,650	–	–	0.11%	87
2025 Q1	$297K	Hold	48,650	–	–	0.16%	71
2024 Q4	$196K	Hold	48,650	–	–	0.11%	90
2024 Q3	$288K	Hold	48,650	–	–	0.16%	69
2024 Q2	$217K	Hold	48,650	–	–	0.13%	77
2024 Q1	$229K	Hold	48,650	–	–	0.13%	74
2023 Q4	$246K	Hold	48,650	–	–	0.17%	62
2023 Q3	$272K	Hold	48,650	–	–	0.22%	50
2023 Q2	$465K	Hold	48,650	–	–	0.33%	42
2023 Q1	$414K	Hold	48,650	–	–	0.31%	49
2022 Q4	$554K	Buy	48,650 +14,400	+42%	+$167K	0.46%	35
2022 Q3	$416K	Hold	34,250	–	–	0.36%	44
2022 Q2	$533K	Buy	34,250 +4,850	+16%	+$87.3K	0.43%	36
2022 Q1	$628K	Buy	29,400 +1,780	+6%	+$38.4K	0.48%	35
2021 Q4	$661K	Buy	+27,620	New	+$592K	0.52%	39

Other funds holding MPT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

Allie Family Office's MPT Position: Q1 2026 in Review

Allie Family Office held its Medical Properties Trust (MPT) position steady in Q1 2026 at 48,650 shares worth $230K. The position accounts for 0.1% of the portfolio, ranked #91.

Allie Family Office first reported a position in MPT in Q4 2021 and has held it in 18 quarters since. The position peaked at $661K in Q4 2021. 491 funds tracked by Wall St. Rank hold MPT as of Q1 2026.

Allie Family Office held 48,650 shares of Medical Properties Trust worth $230K as of Q1 2026.
Allie Family Office left its Medical Properties Trust share count unchanged in Q1 2026.
Medical Properties Trust made up 0.1% of Allie Family Office's portfolio in Q1 2026, its #91 holding.
Allie Family Office first reported a position in Medical Properties Trust in Q4 2021 and has held it in 18 quarters since.
Allie Family Office's Medical Properties Trust position peaked at $661K in Q4 2021.
491 funds tracked by Wall St. Rank held Medical Properties Trust as of Q1 2026.

Based on Allie Family Office's 13F filing for Q1 2026, filed 14 May 2026.