Clearstead Advisors’s Medical Properties Trust MPT Stock Holding History

Clearstead 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	–	Sell	-747	Closed	-$3.73K	–	2629
2025 Q4	$3.73K	Sell	747 -6,511	-90%	-$33.9K	﹤0.01%	2074
2025 Q3	$36.8K	Buy	+7,258	New	+$32K	﹤0.01%	1389
2025 Q2	–	Sell	-383	Closed	-$2.31K	–	2825
2025 Q1	$2.31K	Buy	+383	New	+$1.94K	﹤0.01%	1879
2024 Q2	–	Sell	-362	Closed	-$2.02K	–	2053
2024 Q1	$2.02K	Buy	+362	New	+$1.39K	﹤0.01%	1307
2022 Q1	–	Sell	-891	Closed	-$21K	–	1431
2021 Q4	$21K	Hold	891	–	–	﹤0.01%	818
2021 Q3	$18K	Buy	+891	New	+$18.3K	﹤0.01%	846

Other funds holding MPT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

Clearstead Advisors's MPT Position: Q1 2026 in Review

Clearstead Advisors sold out of Medical Properties Trust (MPT) in Q1 2026, closing a stake of 747 shares — an estimated $3.73K sold.

Clearstead Advisors first reported a position in MPT in Q3 2021 and held it in 6 quarters. The position peaked at $36.8K in Q3 2025. 491 funds tracked by Wall St. Rank hold MPT as of Q1 2026.

Clearstead Advisors reported no remaining Medical Properties Trust position as of Q1 2026 after selling out during the quarter.
Clearstead Advisors sold 747 Medical Properties Trust shares in Q1 2026, an estimated $3.73K.
Clearstead Advisors first reported a position in Medical Properties Trust in Q3 2021 and held it in 6 quarters.
Clearstead Advisors's Medical Properties Trust position peaked at $36.8K in Q3 2025.
491 funds tracked by Wall St. Rank held Medical Properties Trust as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.