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
2025 Q1	–	Sell	-286,200	Closed	-$1.13M	–	3649
2024 Q4	$1.13M	Hold	286,200	–	–	﹤0.01%	1821
2024 Q3	$1.7M	Sell	286,200 -310,100	-52%	-$1.53M	﹤0.01%	1776
2024 Q2	$2.82M	Buy	596,300 +337,500	+130%	+$1.62M	﹤0.01%	1512
2024 Q1	$1.23M	Buy	+258,800	New	+$991K	﹤0.01%	1897
2023 Q4	–	Sell	-325,000	Closed	-$2.44M	–	4195
2023 Q3	$2.44M	Sell	325,000 -252,000	-44%	-$2.02M	﹤0.01%	1606
2023 Q2	$5.35M	Buy	577,000 +252,000	+78%	+$2.13M	﹤0.01%	1307
2023 Q1	$2.68M	Buy	325,000 +145,000	+81%	+$1.6M	﹤0.01%	1541
2022 Q4	$2.01M	Buy	+180,000	New	+$2.09M	﹤0.01%	1790

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

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. 491 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.
491 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.