Camelot Portfolios’s Medical Properties Trust MPT Stock Holding History

Camelot Portfolios’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	–	Sell	-1,500	Closed	-$7.5K	–	403
2025 Q4	$7.5K	Buy	+1,500	New	+$7.81K	﹤0.01%	450
2024 Q3	–	Sell	-1,500	Closed	-$6.46K	–	394
2024 Q2	$6.46K	Buy	+1,500	New	+$7.19K	﹤0.01%	449
2020 Q1	–	Sell	-19,338	Closed	-$408K	–	234
2019 Q4	$408K	Sell	19,338 -1,688	-8%	-$34.2K	0.17%	137
2019 Q3	$411K	Sell	21,026 -3,684	-15%	-$67.7K	0.19%	125
2019 Q2	$431K	Sell	24,710 -1,470	-6%	-$26.5K	0.18%	141
2019 Q1	$485K	Sell	26,180 -8,143	-24%	-$145K	0.2%	133
2018 Q4	$552K	Buy	34,323 +1,932	+6%	+$30.6K	0.26%	111
2018 Q3	$483K	Sell	32,391 -14,568	-31%	-$212K	0.22%	114
2018 Q2	$659K	Sell	46,959 -5,611	-11%	-$74.3K	0.28%	99
2018 Q1	$684K	Buy	+52,570	New	+$673K	0.32%	86

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

Camelot Portfolios's MPT Position: Q1 2026 in Review

Camelot Portfolios sold out of Medical Properties Trust (MPT) in Q1 2026, closing a stake of 1,500 shares — an estimated $7.5K sold.

Camelot Portfolios first reported a position in MPT in Q1 2018 and held it in 10 quarters. The position peaked at $684K in Q1 2018. 491 funds tracked by Wall St. Rank hold MPT as of Q1 2026.

Camelot Portfolios reported no remaining Medical Properties Trust position as of Q1 2026 after selling out during the quarter.
Camelot Portfolios sold 1,500 Medical Properties Trust shares in Q1 2026, an estimated $7.5K.
Camelot Portfolios first reported a position in Medical Properties Trust in Q1 2018 and held it in 10 quarters.
Camelot Portfolios's Medical Properties Trust position peaked at $684K in Q1 2018.
491 funds tracked by Wall St. Rank held Medical Properties Trust as of Q1 2026.

Based on Camelot Portfolios's 13F filing for Q1 2026, filed 8 May 2026.