CPA
MPT

Capital Performance Advisors’s Medical Properties Trust MPT Stock Holding History

Capital Performance 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 		– Sell
-15,080
Closed -$75.4K – 498
2025
Q4 		$75.4K Buy
+15,080
New +$78.5K 0.01% 440
2024
Q4 		– Sell
-3,025
Closed -$17.7K – 1698
2024
Q3 		$17.7K Buy
+3,025
New +$14.9K 0.01% 645

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

Capital Performance Advisors's MPT Position: Q1 2026 in Review

Capital Performance Advisors sold out of Medical Properties Trust (MPT) in Q1 2026, closing a stake of 15,080 shares — an estimated $75.4K sold.

Capital Performance Advisors first reported a position in MPT in Q3 2024 and held it in 2 quarters. The position peaked at $75.4K in Q4 2025. 491 funds tracked by Wall St. Rank hold MPT as of Q1 2026.

  • Capital Performance Advisors reported no remaining Medical Properties Trust position as of Q1 2026 after selling out during the quarter.
  • Capital Performance Advisors sold 15,080 Medical Properties Trust shares in Q1 2026, an estimated $75.4K.
  • Capital Performance Advisors first reported a position in Medical Properties Trust in Q3 2024 and held it in 2 quarters.
  • Capital Performance Advisors's Medical Properties Trust position peaked at $75.4K in Q4 2025.
  • 491 funds tracked by Wall St. Rank held Medical Properties Trust as of Q1 2026.

Based on Capital Performance Advisors's 13F filing for Q1 2026, filed 7 May 2026.