CFS
MPT

Cannon Financial Strategists’s Medical Properties Trust MPT Stock Holding History

Cannon Financial Strategists’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 		$92.6K Hold
20,000
– – 0.01% 108
2025
Q4 		$100K Hold
20,000
– – 0.01% 100
2025
Q3 		$101K Hold
20,000
– – 0.01% 104
2025
Q2 		$86.2K Hold
20,000
– – 0.01% 99
2025
Q1 		$121K Hold
20,000
– – 0.02% 96
2024
Q4 		$79K Buy
+20,000
New +$89.6K 0.01% 96

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

Cannon Financial Strategists's MPT Position: Q1 2026 in Review

Cannon Financial Strategists held its Medical Properties Trust (MPT) position steady in Q1 2026 at 20,000 shares worth $92.6K. The position accounts for 0.01% of the portfolio, ranked #108.

Cannon Financial Strategists first reported a position in MPT in Q4 2024 and has held it in 6 quarters since. The position peaked at $121K in Q1 2025. 491 funds tracked by Wall St. Rank hold MPT as of Q1 2026.

  • Cannon Financial Strategists held 20,000 shares of Medical Properties Trust worth $92.6K as of Q1 2026.
  • Cannon Financial Strategists left its Medical Properties Trust share count unchanged in Q1 2026.
  • Medical Properties Trust made up 0.01% of Cannon Financial Strategists's portfolio in Q1 2026, its #108 holding.
  • Cannon Financial Strategists first reported a position in Medical Properties Trust in Q4 2024 and has held it in 6 quarters since.
  • Cannon Financial Strategists's Medical Properties Trust position peaked at $121K in Q1 2025.
  • 491 funds tracked by Wall St. Rank held Medical Properties Trust as of Q1 2026.

Based on Cannon Financial Strategists's 13F filing for Q1 2026, filed 12 May 2026.