CSC
MPT

Caldwell Sutter Capital’s Medical Properties Trust MPT Stock Holding History

Caldwell Sutter Capital’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 		$5.71K Buy
1,233
+20
+2% +$104 ﹤0.01% 625
2025
Q4 		$6.06K Buy
1,213
+18
+2% +$94 ﹤0.01% 613
2025
Q3 		$6.06K Buy
1,195
+23
+2% +$101 ﹤0.01% 607
2025
Q2 		$5.05K Buy
1,172
+17
+1% +$84 ﹤0.01% 617
2025
Q1 		$6.96K Buy
1,155
+24
+2% +$121 ﹤0.01% 587
2024
Q4 		$4.47K Buy
1,131
+18
+2% +$81 ﹤0.01% 649
2024
Q3 		$6.51K Buy
1,113
+39
+4% +$192 ﹤0.01% 611
2024
Q2 		$4.63K Buy
1,074
+32
+3% +$153 ﹤0.01% 641
2024
Q1 		$4.89K Buy
1,042
+42
+4% +$161 ﹤0.01% 639
2023
Q4 		$4.91K Hold
1,000
– – ﹤0.01% 633
2023
Q3 		$5.45K Hold
1,000
– – ﹤0.01% 590
2023
Q2 		$9.26K Buy
+1,000
New +$8.46K ﹤0.01% 537

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

Caldwell Sutter Capital's MPT Position: Q1 2026 in Review

Caldwell Sutter Capital increased its Medical Properties Trust (MPT) stake by 1.6% in Q1 2026, buying an estimated $104 and bringing the position to 1,233 shares worth $5.71K. The position accounts for ﹤0.01% of the portfolio, ranked #625.

Caldwell Sutter Capital first reported a position in MPT in Q2 2023 and has held it in 12 quarters since. The position peaked at $9.26K in Q2 2023. 491 funds tracked by Wall St. Rank hold MPT as of Q1 2026.

  • Caldwell Sutter Capital held 1,233 shares of Medical Properties Trust worth $5.71K as of Q1 2026.
  • Caldwell Sutter Capital bought 20 Medical Properties Trust shares in Q1 2026, an estimated $104.
  • Medical Properties Trust made up ﹤0.01% of Caldwell Sutter Capital's portfolio in Q1 2026, its #625 holding.
  • Caldwell Sutter Capital first reported a position in Medical Properties Trust in Q2 2023 and has held it in 12 quarters since.
  • Caldwell Sutter Capital's Medical Properties Trust position peaked at $9.26K in Q2 2023.
  • 491 funds tracked by Wall St. Rank held Medical Properties Trust as of Q1 2026.

Based on Caldwell Sutter Capital's 13F filing for Q1 2026, filed 6 May 2026.