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
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 $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

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

Caerus Investment Advisors reduced its Medical Properties Trust (MPT) stake by 17% in Q1 2026, selling an estimated $21.8K and leaving 20,288 shares worth $93.9K. The position accounts for 0.04% of the portfolio, ranked #258.

Caerus Investment Advisors first reported a position in MPT in Q3 2025 and has held it in 3 quarters since. The position peaked at $122K in Q4 2025. 491 funds tracked by Wall St. Rank hold MPT as of Q1 2026.

  • Caerus Investment Advisors held 20,288 shares of Medical Properties Trust worth $93.9K as of Q1 2026.
  • Caerus Investment Advisors sold 4,181 Medical Properties Trust shares in Q1 2026, an estimated $21.8K.
  • Medical Properties Trust made up 0.04% of Caerus Investment Advisors's portfolio in Q1 2026, its #258 holding.
  • Caerus Investment Advisors first reported a position in Medical Properties Trust in Q3 2025 and has held it in 3 quarters since.
  • Caerus Investment Advisors's Medical Properties Trust position peaked at $122K in Q4 2025.
  • 491 funds tracked by Wall St. Rank held Medical Properties Trust as of Q1 2026.

Based on Caerus Investment Advisors's 13F filing for Q1 2026, filed 1 Jun 2026.