CPIG
MPT

Chicago Partners Investment Group’s Medical Properties Trust MPT Stock Holding History

Chicago Partners Investment 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 		$52.6K Sell
10,172
-6,734
-40% -$35.1K ﹤0.01% 1420
2025
Q4 		$86.4K Sell
16,906
-1,582
-9% -$8.24K ﹤0.01% 1269
2025
Q3 		$91.7K Buy
+18,488
New +$81.4K ﹤0.01% 1189

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

Chicago Partners Investment Group's MPT Position: Q1 2026 in Review

Chicago Partners Investment Group reduced its Medical Properties Trust (MPT) stake by 40% in Q1 2026, selling an estimated $35.1K and leaving 10,172 shares worth $52.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1420.

Chicago Partners Investment Group first reported a position in MPT in Q3 2025 and has held it in 3 quarters since. The position peaked at $91.7K in Q3 2025. 491 funds tracked by Wall St. Rank hold MPT as of Q1 2026.

  • Chicago Partners Investment Group held 10,172 shares of Medical Properties Trust worth $52.6K as of Q1 2026.
  • Chicago Partners Investment Group sold 6,734 Medical Properties Trust shares in Q1 2026, an estimated $35.1K.
  • Medical Properties Trust made up ﹤0.01% of Chicago Partners Investment Group's portfolio in Q1 2026, its #1420 holding.
  • Chicago Partners Investment Group first reported a position in Medical Properties Trust in Q3 2025 and has held it in 3 quarters since.
  • Chicago Partners Investment Group's Medical Properties Trust position peaked at $91.7K in Q3 2025.
  • 491 funds tracked by Wall St. Rank held Medical Properties Trust as of Q1 2026.

Based on Chicago Partners Investment Group's 13F filing for Q1 2026, filed 4 May 2026.