BCWM
MPT

Bartlett & Co Wealth Management’s Medical Properties Trust MPT Stock Holding History

Bartlett & Co Wealth Management’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 		$1.65K Buy
+332
New +$1.73K ﹤0.01% 1120
2025
Q2 		– Sell
-2,600
Closed -$15.9K – 1300
2025
Q1 		$15.9K Sell
2,600
-15,000
-85% -$75.8K ﹤0.01% 850
2024
Q4 		$72.4K Sell
17,600
-18,500
-51% -$82.9K ﹤0.01% 581
2024
Q3 		$214K Buy
36,100
+15,000
+71% +$74K ﹤0.01% 430
2024
Q2 		$94.1K Hold
21,100
– – ﹤0.01% 556
2024
Q1 		$99.2K Hold
21,100
– – ﹤0.01% 558
2023
Q4 		$111K Buy
21,100
+8,500
+67% +$41.6K ﹤0.01% 560
2023
Q3 		$70.6K Buy
12,600
+1,500
+14% +$12K ﹤0.01% 591
2023
Q2 		$106K Buy
11,100
+8,500
+327% +$71.9K ﹤0.01% 532
2023
Q1 		$22.1K Hold
2,600
– – ﹤0.01% 695
2022
Q4 		$29.7K Hold
2,600
– – ﹤0.01% 656
2022
Q3 		$31.6K Hold
2,600
– – ﹤0.01% 639
2022
Q2 		$40.5K Hold
2,600
– – ﹤0.01% 605
2022
Q1 		$55.7K Buy
+2,600
New +$56K ﹤0.01% 571
2021
Q4 		– Sell
-2,673
Closed -$54.4K – 695
2021
Q3 		$54.4K Buy
2,673
+73
+3% +$1.5K ﹤0.01% 495
2021
Q2 		$53K Hold
2,600
– – ﹤0.01% 499
2021
Q1 		$56.1K Hold
2,600
– – ﹤0.01% 515
2020
Q4 		$57.4K Hold
2,600
– – ﹤0.01% 508
2020
Q3 		$46.5K Hold
2,600
– – ﹤0.01% 508
2020
Q2 		$49.6K Hold
2,600
– – ﹤0.01% 503
2020
Q1 		$45.7K Hold
2,600
– – ﹤0.01% 479
2019
Q4 		$55.6K Hold
2,600
– – ﹤0.01% 510
2019
Q3 		$51.5K Buy
+2,600
New +$47.8K ﹤0.01% 524

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

Bartlett & Co Wealth Management's MPT Position: Q1 2026 in Review

Bartlett & Co Wealth Management opened a new position in Medical Properties Trust (MPT) in Q1 2026: 332 shares worth $1.65K. The stake represents ﹤0.01% of the portfolio and ranks #1120 among its holdings. This is a return to the name: Bartlett & Co Wealth Management previously reported a position in MPT as recently as Q1 2025.

Bartlett & Co Wealth Management first reported a position in MPT in Q3 2019 and has held it in 23 quarters since. The position peaked at $214K in Q3 2024. 491 funds tracked by Wall St. Rank hold MPT as of Q1 2026.

  • Bartlett & Co Wealth Management held 332 shares of Medical Properties Trust worth $1.65K as of Q1 2026.
  • Medical Properties Trust was a new Bartlett & Co Wealth Management position in Q1 2026.
  • Medical Properties Trust made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #1120 holding.
  • Bartlett & Co Wealth Management first reported a position in Medical Properties Trust in Q3 2019 and has held it in 23 quarters since.
  • Bartlett & Co Wealth Management's Medical Properties Trust position peaked at $214K in Q3 2024.
  • 491 funds tracked by Wall St. Rank held Medical Properties Trust as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.