CAPTRUST Financial Advisors
MPT

CAPTRUST Financial Advisors’s Medical Properties Trust MPT Stock Holding History

CAPTRUST Financial 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 		$862K Sell
186,092
-11,491
-6% -$59.9K ﹤0.01% 1694
2025
Q4 		$988K Buy
197,583
+42,347
+27% +$220K ﹤0.01% 1514
2025
Q3 		$787K Buy
155,236
+54,283
+54% +$239K ﹤0.01% 1570
2025
Q2 		$435K Buy
100,953
+1,785
+2% +$8.82K ﹤0.01% 1824
2025
Q1 		$598K Sell
99,168
-15,279
-13% -$77.3K ﹤0.01% 1546
2024
Q4 		$452K Buy
114,447
+25,218
+28% +$113K ﹤0.01% 1659
2024
Q3 		$522K Buy
89,229
+716
+0.8% +$3.53K ﹤0.01% 1552
2024
Q2 		$381K Sell
88,513
-7,818
-8% -$37.5K ﹤0.01% 1660
2024
Q1 		$453K Sell
96,331
-46,585
-33% -$178K ﹤0.01% 1536
2023
Q4 		$702K Sell
142,916
-113
-0.1% -$553 ﹤0.01% 1495
2023
Q3 		$780K Sell
143,029
-2,268
-2% -$18.2K ﹤0.01% 1357
2023
Q2 		$1.35M Buy
145,297
+3,101
+2% +$26.2K 0.01% 1022
2023
Q1 		$1.17M Sell
142,196
-23,713
-14% -$262K 0.01% 954
2022
Q4 		$1.85M Buy
165,909
+53,548
+48% +$623K 0.01% 738
2022
Q3 		$1.33M Buy
+112,361
New +$1.7M 0.01% 811
2020
Q1 		– Sell
-36,060
Closed -$761K – 1409
2019
Q4 		$761K Buy
+36,060
New +$730K 0.01% 570

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

CAPTRUST Financial Advisors's MPT Position: Q1 2026 in Review

CAPTRUST Financial Advisors reduced its Medical Properties Trust (MPT) stake by 5.8% in Q1 2026, selling an estimated $59.9K and leaving 186,092 shares worth $862K. The position accounts for ﹤0.01% of the portfolio, ranked #1694.

CAPTRUST Financial Advisors first reported a position in MPT in Q4 2019 and has held it in 16 quarters since. The position peaked at $1.85M in Q4 2022. 491 funds tracked by Wall St. Rank hold MPT as of Q1 2026.

  • CAPTRUST Financial Advisors held 186,092 shares of Medical Properties Trust worth $862K as of Q1 2026.
  • CAPTRUST Financial Advisors sold 11,491 Medical Properties Trust shares in Q1 2026, an estimated $59.9K.
  • Medical Properties Trust made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #1694 holding.
  • CAPTRUST Financial Advisors first reported a position in Medical Properties Trust in Q4 2019 and has held it in 16 quarters since.
  • CAPTRUST Financial Advisors's Medical Properties Trust position peaked at $1.85M in Q4 2022.
  • 491 funds tracked by Wall St. Rank held Medical Properties Trust as of Q1 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.