Cerity Partners
MPT

Cerity Partners’s Medical Properties Trust MPT Stock Holding History

Cerity Partners’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 		$2.12M Sell
457,680
-35,181
-7% -$183K ﹤0.01% 1459
2025
Q4 		$2.46M Buy
492,861
+153,016
+45% +$797K ﹤0.01% 1283
2025
Q3 		$1.72M Buy
339,845
+268,186
+374% +$1.18M ﹤0.01% 1360
2025
Q2 		$309K Sell
71,659
-2,374
-3% -$11.7K ﹤0.01% 2142
2025
Q1 		$446K Sell
74,033
-15,237
-17% -$77K ﹤0.01% 1831
2024
Q4 		$484K Sell
89,270
-23,301
-21% -$104K ﹤0.01% 1788
2024
Q3 		$659K Buy
112,571
+20,908
+23% +$103K ﹤0.01% 1622
2024
Q2 		$395K Sell
91,663
-59,565
-39% -$285K ﹤0.01% 1663
2024
Q1 		$711K Buy
151,228
+128,262
+558% +$491K ﹤0.01% 1434
2023
Q4 		$115K Sell
22,966
-244,885
-91% -$1.2M ﹤0.01% 1774
2023
Q3 		$1.5M Sell
267,851
-17,096
-6% -$137K 0.01% 652
2023
Q2 		$2.72M Buy
284,947
+141,066
+98% +$1.19M 0.01% 647
2023
Q1 		$1.14M Buy
143,881
+6,698
+5% +$74K ﹤0.01% 917
2022
Q4 		$1.56M Buy
137,183
+126,383
+1,170% +$1.47M 0.01% 579
2022
Q3 		$128K Sell
10,800
-121,031
-92% -$1.83M ﹤0.01% 1098
2022
Q2 		$2.05M Buy
+131,831
New +$2.37M 0.02% 392
2022
Q1 		– Sell
-12,270
Closed -$290K – 1046
2021
Q4 		$290K Buy
+12,270
New +$263K ﹤0.01% 779
2021
Q1 		– Sell
-10,765
Closed -$235K – 729
2020
Q4 		$235K Buy
+10,765
New +$210K 0.01% 566

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

Cerity Partners's MPT Position: Q1 2026 in Review

Cerity Partners reduced its Medical Properties Trust (MPT) stake by 7.1% in Q1 2026, selling an estimated $183K and leaving 457,680 shares worth $2.12M. The position accounts for ﹤0.01% of the portfolio, ranked #1459.

Cerity Partners first reported a position in MPT in Q4 2020 and has held it in 18 quarters since. The position peaked at $2.72M in Q2 2023. 491 funds tracked by Wall St. Rank hold MPT as of Q1 2026.

  • Cerity Partners held 457,680 shares of Medical Properties Trust worth $2.12M as of Q1 2026.
  • Cerity Partners sold 35,181 Medical Properties Trust shares in Q1 2026, an estimated $183K.
  • Medical Properties Trust made up ﹤0.01% of Cerity Partners's portfolio in Q1 2026, its #1459 holding.
  • Cerity Partners first reported a position in Medical Properties Trust in Q4 2020 and has held it in 18 quarters since.
  • Cerity Partners's Medical Properties Trust position peaked at $2.72M in Q2 2023.
  • 491 funds tracked by Wall St. Rank held Medical Properties Trust as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.