CIA
MPT

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

Caerus 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
Q2 		$65.9K Sell
14,268
-6,020
-30% -$29.8K 0.02% 323
2026
Q1 		$93.9K Sell
20,288
-4,181
-17% -$21.8K 0.04% 258
2025
Q4 		$122K Buy
24,469
+3,022
+14% +$15.7K 0.04% 308
2025
Q3 		$109K Buy
+21,447
New +$94.5K 0.04% 270

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 $3.37T AUM 44.26% 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

Caerus Investment Advisors's MPT Position: Q2 2026 in Review

Caerus Investment Advisors reduced its Medical Properties Trust (MPT) stake by 30% in Q2 2026, selling an estimated $29.8K and leaving 14,268 shares worth $65.9K. The position accounts for 0.02% of the portfolio, ranked #323.

Caerus Investment Advisors first reported a position in MPT in Q3 2025 and has held it in 4 quarters since. The position peaked at $122K in Q4 2025. 489 funds tracked by Wall St. Rank hold MPT as of Q2 2026.

  • Caerus Investment Advisors held 14,268 shares of Medical Properties Trust worth $65.9K as of Q2 2026.
  • Caerus Investment Advisors sold 6,020 Medical Properties Trust shares in Q2 2026, an estimated $29.8K.
  • Medical Properties Trust made up 0.02% of Caerus Investment Advisors's portfolio in Q2 2026, its #323 holding.
  • Caerus Investment Advisors first reported a position in Medical Properties Trust in Q3 2025 and has held it in 4 quarters since.
  • Caerus Investment Advisors's Medical Properties Trust position peaked at $122K in Q4 2025.
  • 489 funds tracked by Wall St. Rank held Medical Properties Trust as of Q2 2026.

Based on Caerus Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.