AAS
MPT

Ameritas Advisory Services’s Medical Properties Trust MPT Stock Holding History

Ameritas Advisory 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 		$77.2K Sell
16,664
-1,796
-10% -$9.37K ﹤0.01% 943
2025
Q4 		$92.3K Buy
18,460
+14,501
+366% +$75.5K ﹤0.01% 922
2025
Q3 		$20.1K Sell
3,959
-234,354
-98% -$1.03M ﹤0.01% 1439
2025
Q2 		$1.03M Buy
238,313
+5,564
+2% +$27.5K 0.05% 338
2025
Q1 		$1.4M Sell
232,749
-19,474
-8% -$98.5K 0.06% 313
2024
Q4 		$996K Buy
252,223
+11,752
+5% +$52.6K 0.03% 414
2024
Q3 		$1.41M Buy
240,471
+5,004
+2% +$24.7K 0.06% 307
2024
Q2 		$1.01M Buy
235,467
+21,930
+10% +$105K 0.04% 407
2024
Q1 		$1M Buy
213,537
+144,214
+208% +$552K 0.04% 377
2023
Q4 		$335K Sell
69,323
-79,495
-53% -$389K 0.02% 524
2023
Q3 		$808K Buy
+148,818
New +$1.19M 0.04% 381
2023
Q2 		– Sell
-93,364
Closed -$762K – 1786
2023
Q1 		$762K Buy
93,364
+8,364
+10% +$92.4K 0.04% 371
2022
Q4 		$947K Buy
85,000
+22,422
+36% +$261K 0.04% 366
2022
Q3 		$742K Buy
62,578
+7,880
+14% +$119K 0.04% 345
2022
Q2 		$835K Sell
54,698
-1,825
-3% -$32.8K 0.05% 327
2022
Q1 		$1.2M Buy
56,523
+347
+0.6% +$7.48K 0.04% 298
2021
Q4 		$1.33M Buy
+56,176
New +$1.2M 0.05% 290

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

Ameritas Advisory Services's MPT Position: Q1 2026 in Review

Ameritas Advisory Services reduced its Medical Properties Trust (MPT) stake by 9.7% in Q1 2026, selling an estimated $9.37K and leaving 16,664 shares worth $77.2K. The position accounts for ﹤0.01% of the portfolio, ranked #943.

Ameritas Advisory Services first reported a position in MPT in Q4 2021 and has held it in 17 quarters since. The position peaked at $1.41M in Q3 2024. 491 funds tracked by Wall St. Rank hold MPT as of Q1 2026.

  • Ameritas Advisory Services held 16,664 shares of Medical Properties Trust worth $77.2K as of Q1 2026.
  • Ameritas Advisory Services sold 1,796 Medical Properties Trust shares in Q1 2026, an estimated $9.37K.
  • Medical Properties Trust made up ﹤0.01% of Ameritas Advisory Services's portfolio in Q1 2026, its #943 holding.
  • Ameritas Advisory Services first reported a position in Medical Properties Trust in Q4 2021 and has held it in 17 quarters since.
  • Ameritas Advisory Services's Medical Properties Trust position peaked at $1.41M in Q3 2024.
  • 491 funds tracked by Wall St. Rank held Medical Properties Trust as of Q1 2026.

Based on Ameritas Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.