Bank of Montreal
MPT

Bank of Montreal’s Medical Properties Trust MPT Stock Holding History

Bank of Montreal’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
2024
Q4 		– Sell
-206,500
Closed -$1.23M – 3800
2024
Q3 		$1.23M Buy
+206,500
New +$1.02M ﹤0.01% 1931
2023
Q4 		– Sell
-39,700
Closed -$298K – 4194
2023
Q3 		$298K Buy
+39,700
New +$318K ﹤0.01% 2812
2023
Q1 		– Sell
-88,100
Closed -$985K – 4041
2022
Q4 		$985K Buy
88,100
+43,000
+95% +$500K ﹤0.01% 2184
2022
Q3 		$622 Buy
+45,100
New +$683K ﹤0.01% 2454

Other funds holding MPT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Bank of Montreal's MPT Position: Q1 2026 in Review

Bank of Montreal increased its Medical Properties Trust (MPT) stake by 4.5% in Q1 2026, buying an estimated $30K and bringing the position to 133,612 shares worth $619K. The position accounts for ﹤0.01% of the portfolio, ranked #2293.

Bank of Montreal first reported a position in MPT in Q2 2013 and has held it in 52 quarters since. The position peaked at $23.5M in Q2 2021. 493 funds tracked by Wall St. Rank hold MPT as of Q1 2026.

  • Bank of Montreal held 133,612 shares of Medical Properties Trust worth $619K as of Q1 2026.
  • Bank of Montreal bought 5,759 Medical Properties Trust shares in Q1 2026, an estimated $30K.
  • Medical Properties Trust made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #2293 holding.
  • Bank of Montreal first reported a position in Medical Properties Trust in Q2 2013 and has held it in 52 quarters since.
  • Bank of Montreal's Medical Properties Trust position peaked at $23.5M in Q2 2021.
  • 493 funds tracked by Wall St. Rank held Medical Properties Trust as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.