AIA
MPT

AssuredPartners Investment Advisors’s Medical Properties Trust MPT Stock Holding History

AssuredPartners Investment Advisors’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 		$727K Sell
158,109
-23,200
-13% -$121K 0.08% 214
2025
Q4 		$907K Buy
181,309
+1,150
+0.6% +$5.99K 0.13% 151
2025
Q3 		$913K Buy
180,159
+2,480
+1% +$10.9K 0.2% 96
2025
Q2 		$766K Sell
177,679
-1,917
-1% -$9.47K 0.19% 99
2025
Q1 		$1.08M Sell
179,596
-3,228
-2% -$16.3K 0.21% 120
2024
Q4 		$722K Buy
+182,824
New +$819K 0.14% 154

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

AssuredPartners Investment Advisors's MPT Position: Q1 2026 in Review

AssuredPartners Investment Advisors reduced its Medical Properties Trust (MPT) stake by 13% in Q1 2026, selling an estimated $121K and leaving 158,109 shares worth $727K. The position accounts for 0.08% of the portfolio, ranked #214.

AssuredPartners Investment Advisors first reported a position in MPT in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.08M in Q1 2025. 491 funds tracked by Wall St. Rank hold MPT as of Q1 2026.

  • AssuredPartners Investment Advisors held 158,109 shares of Medical Properties Trust worth $727K as of Q1 2026.
  • AssuredPartners Investment Advisors sold 23,200 Medical Properties Trust shares in Q1 2026, an estimated $121K.
  • Medical Properties Trust made up 0.08% of AssuredPartners Investment Advisors's portfolio in Q1 2026, its #214 holding.
  • AssuredPartners Investment Advisors first reported a position in Medical Properties Trust in Q4 2024 and has held it in 6 quarters since.
  • AssuredPartners Investment Advisors's Medical Properties Trust position peaked at $1.08M in Q1 2025.
  • 491 funds tracked by Wall St. Rank held Medical Properties Trust as of Q1 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.