BWFA
MPT

Baltimore-Washington Financial Advisors’s Medical Properties Trust MPT Stock Holding History

Baltimore-Washington Financial 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 		– Sell
-15,425
Closed -$77.1K – 198
2025
Q4 		$77.1K Buy
+15,425
New +$80.3K ﹤0.01% 188
2025
Q3 		– Sell
-16,000
Closed -$69K – 183
2025
Q2 		$69K Buy
+16,000
New +$79.1K ﹤0.01% 170

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

Baltimore-Washington Financial Advisors's MPT Position: Q1 2026 in Review

Baltimore-Washington Financial Advisors sold out of Medical Properties Trust (MPT) in Q1 2026, closing a stake of 15,425 shares — an estimated $77.1K sold.

Baltimore-Washington Financial Advisors first reported a position in MPT in Q2 2025 and held it in 2 quarters. The position peaked at $77.1K in Q4 2025. 493 funds tracked by Wall St. Rank hold MPT as of Q1 2026.

  • Baltimore-Washington Financial Advisors reported no remaining Medical Properties Trust position as of Q1 2026 after selling out during the quarter.
  • Baltimore-Washington Financial Advisors sold 15,425 Medical Properties Trust shares in Q1 2026, an estimated $77.1K.
  • Baltimore-Washington Financial Advisors first reported a position in Medical Properties Trust in Q2 2025 and held it in 2 quarters.
  • Baltimore-Washington Financial Advisors's Medical Properties Trust position peaked at $77.1K in Q4 2025.
  • 493 funds tracked by Wall St. Rank held Medical Properties Trust as of Q1 2026.

Based on Baltimore-Washington Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.