Bell Investment Advisors’s Medical Properties Trust MPT Stock Holding History

Bell Investment 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	$3.7K	Hold	799	–	–	﹤0.01%	1098
2025 Q4	$4K	Sell	799 -40	-5%	-$208	﹤0.01%	1066
2025 Q3	$4.25K	Sell	839 -284	-25%	-$1.25K	﹤0.01%	1010
2025 Q2	$4.84K	Hold	1,123	–	–	﹤0.01%	990
2025 Q1	$6.77K	Hold	1,123	–	–	﹤0.01%	769
2024 Q4	$4.44K	Sell	1,123 -273	-20%	-$1.22K	﹤0.01%	980
2024 Q3	$8.17K	Sell	1,396 -315	-18%	-$1.55K	﹤0.01%	701
2024 Q2	$7.38K	Sell	1,711 -122	-7%	-$585	﹤0.01%	734
2024 Q1	$8.62K	Buy	1,833 +570	+45%	+$2.18K	﹤0.01%	654
2023 Q4	$6.2K	Buy	1,263 +250	+25%	+$1.22K	﹤0.01%	764
2023 Q3	$5.52K	Buy	1,013 +150	+17%	+$1.2K	﹤0.01%	755
2023 Q2	$7.99K	Buy	863 +534	+162%	+$4.52K	﹤0.01%	600
2023 Q1	$2.71K	Sell	329 -352	-52%	-$3.89K	﹤0.01%	1097
2022 Q4	$7.59K	Buy	681 +442	+185%	+$5.14K	﹤0.01%	596
2022 Q3	$3K	Sell	239 -61	-20%	-$924	﹤0.01%	944
2022 Q2	$5K	Buy	+300	New	+$5.4K	﹤0.01%	715
2021 Q4	$3K	Sell	123 -235	-66%	-$5.03K	﹤0.01%	1000
2021 Q3	$7K	Buy	+358	New	+$7.34K	﹤0.01%	584

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

Bell Investment Advisors's MPT Position: Q1 2026 in Review

Bell Investment Advisors held its Medical Properties Trust (MPT) position steady in Q1 2026 at 799 shares worth $3.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1098.

Bell Investment Advisors first reported a position in MPT in Q3 2021 and has held it in 18 quarters since. The position peaked at $8.62K in Q1 2024. 491 funds tracked by Wall St. Rank hold MPT as of Q1 2026.

Bell Investment Advisors held 799 shares of Medical Properties Trust worth $3.7K as of Q1 2026.
Bell Investment Advisors left its Medical Properties Trust share count unchanged in Q1 2026.
Medical Properties Trust made up ﹤0.01% of Bell Investment Advisors's portfolio in Q1 2026, its #1098 holding.
Bell Investment Advisors first reported a position in Medical Properties Trust in Q3 2021 and has held it in 18 quarters since.
Bell Investment Advisors's Medical Properties Trust position peaked at $8.62K in Q1 2024.
491 funds tracked by Wall St. Rank held Medical Properties Trust as of Q1 2026.

Based on Bell Investment Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.