Benjamin Edwards Inc’s Medical Properties Trust MPT Stock Holding History

Benjamin Edwards Inc’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	$75.3K	Buy	+16,267	New	+$84.8K	﹤0.01%	1343
2024 Q4	–	Sell	-89,965	Closed	-$526K	–	1124
2024 Q3	$526K	Buy	+89,965	New	+$444K	0.01%	774
2023 Q1	–	Sell	-10,856	Closed	-$121K	–	740
2022 Q4	$121K	Buy	10,856 +293	+3%	+$3.41K	0.03%	333
2022 Q3	$125K	Buy	10,563 +195	+2%	+$2.95K	0.04%	314
2022 Q2	$158K	Sell	10,368 -3,558	-26%	-$64K	0.05%	278
2022 Q1	$294K	Buy	13,926 +11	+0.1%	+$237	0.09%	232
2021 Q4	$329K	Buy	+13,915	New	+$298K	0.11%	192

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

Benjamin Edwards Inc's MPT Position: Q1 2026 in Review

Benjamin Edwards Inc opened a new position in Medical Properties Trust (MPT) in Q1 2026: 16,267 shares worth $75.3K. The stake represents ﹤0.01% of the portfolio and ranks #1343 among its holdings. This is a return to the name: Benjamin Edwards Inc previously reported a position in MPT as recently as Q3 2024.

Benjamin Edwards Inc first reported a position in MPT in Q4 2021 and has held it in 7 quarters since. The position peaked at $526K in Q3 2024. 491 funds tracked by Wall St. Rank hold MPT as of Q1 2026.

Benjamin Edwards Inc held 16,267 shares of Medical Properties Trust worth $75.3K as of Q1 2026.
Medical Properties Trust was a new Benjamin Edwards Inc position in Q1 2026.
Medical Properties Trust made up ﹤0.01% of Benjamin Edwards Inc's portfolio in Q1 2026, its #1343 holding.
Benjamin Edwards Inc first reported a position in Medical Properties Trust in Q4 2021 and has held it in 7 quarters since.
Benjamin Edwards Inc's Medical Properties Trust position peaked at $526K in Q3 2024.
491 funds tracked by Wall St. Rank held Medical Properties Trust as of Q1 2026.

Based on Benjamin Edwards Inc's 13F filing for Q1 2026, filed 12 May 2026.