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
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
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 $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
WAM
Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

Bank of Montreal's MPT Position: Q2 2026 in Review

Bank of Montreal increased its Medical Properties Trust (MPT) stake by 0.92% in Q2 2026, buying an estimated $6.11K and bringing the position to 134,844 shares worth $623K. The position accounts for ﹤0.01% of the portfolio, ranked #2343.

Bank of Montreal first reported a position in MPT in Q2 2013 and has held it in 53 quarters since. The position peaked at $23.5M in Q2 2021. 490 funds tracked by Wall St. Rank hold MPT as of Q2 2026.

  • Bank of Montreal held 134,844 shares of Medical Properties Trust worth $623K as of Q2 2026.
  • Bank of Montreal bought 1,232 Medical Properties Trust shares in Q2 2026, an estimated $6.11K.
  • Medical Properties Trust made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #2343 holding.
  • Bank of Montreal first reported a position in Medical Properties Trust in Q2 2013 and has held it in 53 quarters since.
  • Bank of Montreal's Medical Properties Trust position peaked at $23.5M in Q2 2021.
  • 490 funds tracked by Wall St. Rank held Medical Properties Trust as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.