CFO
MPT

Callan Family Office’s Medical Properties Trust MPT Stock Holding History

Callan Family Office’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 		$70.7K Buy
15,260
+166
+1% +$866 ﹤0.01% 1104
2025
Q4 		$75.5K Buy
+15,094
New +$78.6K ﹤0.01% 1085

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

Callan Family Office's MPT Position: Q1 2026 in Review

Callan Family Office increased its Medical Properties Trust (MPT) stake by 1.1% in Q1 2026, buying an estimated $866 and bringing the position to 15,260 shares worth $70.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1104.

Callan Family Office first reported a position in MPT in Q4 2025 and has held it in 2 quarters since. The position peaked at $75.5K in Q4 2025. 491 funds tracked by Wall St. Rank hold MPT as of Q1 2026.

  • Callan Family Office held 15,260 shares of Medical Properties Trust worth $70.7K as of Q1 2026.
  • Callan Family Office bought 166 Medical Properties Trust shares in Q1 2026, an estimated $866.
  • Medical Properties Trust made up ﹤0.01% of Callan Family Office's portfolio in Q1 2026, its #1104 holding.
  • Callan Family Office first reported a position in Medical Properties Trust in Q4 2025 and has held it in 2 quarters since.
  • Callan Family Office's Medical Properties Trust position peaked at $75.5K in Q4 2025.
  • 491 funds tracked by Wall St. Rank held Medical Properties Trust as of Q1 2026.

Based on Callan Family Office's 13F filing for Q1 2026, filed 13 May 2026.