Charles Schwab
MPT

Charles Schwab’s Medical Properties Trust MPT Stock Holding History

Charles Schwab’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 		$55.5M Sell
11,980,733
-62,724
-0.5% -$327K 0.01% 1083
2025
Q4 		$60.2M Buy
12,043,457
+1,159,750
+11% +$6.04M 0.01% 1029
2025
Q3 		$55.2M Sell
10,883,707
-25,704
-0.2% -$113K 0.01% 1102
2025
Q2 		$47M Buy
10,909,411
+888,843
+9% +$4.39M 0.01% 1145
2025
Q1 		$60.4M Buy
10,020,568
+1,182,028
+13% +$5.98M 0.01% 949
2024
Q4 		$34.9M Buy
8,838,540
+118,577
+1% +$531K 0.01% 1372
2024
Q3 		$51M Sell
8,719,963
-1,370,359
-14% -$6.76M 0.01% 1111
2024
Q2 		$43.5M Buy
10,090,322
+251,766
+3% +$1.21M 0.01% 1176
2024
Q1 		$46.2M Buy
9,838,556
+780,217
+9% +$2.99M 0.01% 1098
2023
Q4 		$44.5M Buy
9,058,339
+448,118
+5% +$2.19M 0.01% 1066
2023
Q3 		$46.9M Buy
8,610,221
+1,989,853
+30% +$15.9M 0.01% 915
2023
Q2 		$61.3M Buy
6,620,368
+125,140
+2% +$1.06M 0.02% 743
2023
Q1 		$53.4M Buy
6,495,228
+155,413
+2% +$1.72M 0.02% 790
2022
Q4 		$70.6M Buy
6,339,815
+270,655
+4% +$3.15M 0.02% 613
2022
Q3 		$72M Buy
6,069,160
+85,705
+1% +$1.3M 0.03% 571
2022
Q2 		$91.4M Sell
5,983,455
-48,145
-0.8% -$866K 0.03% 488
2022
Q1 		$128M Sell
6,031,600
-230,128
-4% -$4.96M 0.04% 422
2021
Q4 		$148M Buy
6,261,728
+178,361
+3% +$3.82M 0.04% 389
2021
Q3 		$122M Buy
6,083,367
+336,447
+6% +$6.89M 0.04% 413
2021
Q2 		$116M Buy
5,746,920
+205,989
+4% +$4.41M 0.04% 436
2021
Q1 		$118M Buy
5,540,931
+502,722
+10% +$10.8M 0.04% 390
2020
Q4 		$110M Buy
5,038,209
+93,370
+2% +$1.82M 0.04% 381
2020
Q3 		$87.2M Sell
4,944,839
-408,306
-8% -$7.6M 0.04% 393
2020
Q2 		$101M Buy
5,353,145
+2,439,235
+84% +$43.2M 0.05% 345
2020
Q1 		$50.4M Buy
2,913,910
+50
+0% +$1.04K 0.03% 525
2019
Q4 		$61.5M Buy
2,913,860
+92,689
+3% +$1.88M 0.03% 515
2019
Q3 		$55.2M Sell
2,821,171
-251,883
-8% -$4.63M 0.03% 520
2019
Q2 		$53.6M Buy
3,073,054
+86,525
+3% +$1.56M 0.03% 530
2019
Q1 		$55.3M Buy
2,986,529
+417,295
+16% +$7.44M 0.04% 497
2018
Q4 		$41.3M Sell
2,569,234
-46,887
-2% -$742K 0.03% 544
2018
Q3 		$39M Buy
2,616,121
+172,697
+7% +$2.52M 0.03% 660
2018
Q2 		$34.3M Buy
2,443,424
+296,030
+14% +$3.92M 0.03% 698
2018
Q1 		$27.9M Buy
2,147,394
+123,453
+6% +$1.58M 0.02% 787
2017
Q4 		$27.9M Buy
2,023,941
+148,707
+8% +$2.01M 0.02% 744
2017
Q3 		$24.6M Buy
1,875,234
+165,293
+10% +$2.13M 0.02% 772
2017
Q2 		$22M Sell
1,709,941
-204,593
-11% -$2.72M 0.02% 792
2017
Q1 		$24.7M Buy
1,914,534
+176,666
+10% +$2.26M 0.02% 694
2016
Q4 		$21.4M Buy
1,737,868
+474,978
+38% +$6.15M 0.02% 718
2016
Q3 		$18.7M Buy
1,262,890
+332,309
+36% +$5.03M 0.02% 719
2016
Q2 		$14.2M Buy
930,581
+16,623
+2% +$235K 0.02% 849
2016
Q1 		$11.9M Buy
913,958
+36,780
+4% +$420K 0.02% 931
2015
Q4 		$10.1M Sell
877,178
-16,562
-2% -$189K 0.01% 1017
2015
Q3 		$9.88M Buy
893,740
+159,783
+22% +$1.98M 0.01% 1000
2015
Q2 		$9.62M Buy
733,957
+27,075
+4% +$378K 0.01% 1060
2015
Q1 		$10.4M Buy
706,882
+203,693
+40% +$3.03M 0.01% 972
2014
Q4 		$6.93M Buy
503,189
+24,807
+5% +$332K 0.01% 1178
2014
Q3 		$5.87M Buy
478,382
+17,301
+4% +$230K 0.01% 1231
2014
Q2 		$6.11M Buy
461,081
+27,039
+6% +$359K 0.01% 1239
2014
Q1 		$5.55M Buy
434,042
+28,878
+7% +$371K 0.01% 1251
2013
Q4 		$4.95M Buy
405,164
+24,410
+6% +$312K 0.01% 1265
2013
Q3 		$4.75M Sell
380,754
-23,553
-6% -$315K 0.01% 1225
2013
Q2 		$5.79M Buy
+404,307
New +$6.37M 0.01% 927

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab's MPT Position: Q1 2026 in Review

Charles Schwab reduced its Medical Properties Trust (MPT) stake by 0.52% in Q1 2026, selling an estimated $327K and leaving 11,980,733 shares worth $55.5M. The position accounts for 0.01% of the portfolio, ranked #1083.

Charles Schwab first reported a position in MPT in Q2 2013 and has held it in 52 quarters since. The position peaked at $148M in Q4 2021. 491 funds tracked by Wall St. Rank hold MPT as of Q1 2026.

  • Charles Schwab held 11,980,733 shares of Medical Properties Trust worth $55.5M as of Q1 2026.
  • Charles Schwab sold 62,724 Medical Properties Trust shares in Q1 2026, an estimated $327K.
  • Medical Properties Trust made up 0.01% of Charles Schwab's portfolio in Q1 2026, its #1083 holding.
  • Charles Schwab first reported a position in Medical Properties Trust in Q2 2013 and has held it in 52 quarters since.
  • Charles Schwab's Medical Properties Trust position peaked at $148M in Q4 2021.
  • 491 funds tracked by Wall St. Rank held Medical Properties Trust as of Q1 2026.

Based on Charles Schwab's 13F filing for Q1 2026, filed 15 May 2026.