CG
MPT

Caprock Group’s Medical Properties Trust MPT Stock Holding History

Caprock Group’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 		$200K Buy
42,484
+8,925
+27% +$46.5K ﹤0.01% 1053
2025
Q4 		$171K Sell
33,559
-852
-2% -$4.43K ﹤0.01% 1131
2025
Q3 		$155K Buy
+34,411
New +$152K ﹤0.01% 1083
2025
Q1 		$129K Buy
21,149
+412
+2% +$2.08K ﹤0.01% 1032
2024
Q4 		$83.6K Buy
+20,737
New +$92.9K ﹤0.01% 971
2024
Q3 		– Sell
-20,864
Closed -$93.1K – 950
2024
Q2 		$93.1K Buy
20,864
+115
+0.6% +$551 ﹤0.01% 829
2024
Q1 		$97.5K Buy
20,749
+6,984
+51% +$26.7K 0.01% 699
2023
Q4 		$67.7K Buy
+13,765
New +$67.4K ﹤0.01% 682
2023
Q3 		– Sell
-14,275
Closed -$136K – 678
2023
Q2 		$136K Buy
+14,275
New +$121K 0.01% 632

Other funds holding MPT

BlackRock
BlackRock New York $5.7T 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 $121B 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