Clearstead Trust’s Medical Properties Trust MPT Stock Holding History

Clearstead Trust’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 Q2	$4.63K	Buy	1,002 +144	+17%	+$714	﹤0.01%	789
2026 Q1	$3.97K	Hold	858	–	–	﹤0.01%	796
2025 Q4	$4.29K	Sell	858 -259	-23%	-$1.35K	﹤0.01%	790
2025 Q3	$5.66K	Buy	1,117 +189	+20%	+$833	﹤0.01%	736
2025 Q2	$4K	Buy	928 +247	+36%	+$1.22K	﹤0.01%	804
2025 Q1	$4.11K	Buy	+681	New	+$3.44K	﹤0.01%	646
2018 Q1	–	Sell	-8,630	Closed	-$119K	–	163
2017 Q4	$119K	Hold	8,630	–	–	0.08%	127
2017 Q3	$113K	Hold	8,630	–	–	0.08%	135
2017 Q2	$13K	Hold	8,630	–	–	0.01%	208
2017 Q1	$111K	Hold	8,630	–	–	0.09%	107
2016 Q4	$106K	Buy	+8,630	New	+$112K	0.1%	109

Other funds holding MPT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

Clearstead Trust's MPT Position: Q2 2026 in Review

Clearstead Trust increased its Medical Properties Trust (MPT) stake by 17% in Q2 2026, buying an estimated $714 and bringing the position to 1,002 shares worth $4.63K. The position accounts for ﹤0.01% of the portfolio, ranked #789.

Clearstead Trust first reported a position in MPT in Q4 2016 and has held it in 11 quarters since. The position peaked at $119K in Q4 2017. 490 funds tracked by Wall St. Rank hold MPT as of Q2 2026.

Clearstead Trust held 1,002 shares of Medical Properties Trust worth $4.63K as of Q2 2026.
Clearstead Trust bought 144 Medical Properties Trust shares in Q2 2026, an estimated $714.
Medical Properties Trust made up ﹤0.01% of Clearstead Trust's portfolio in Q2 2026, its #789 holding.
Clearstead Trust first reported a position in Medical Properties Trust in Q4 2016 and has held it in 11 quarters since.
Clearstead Trust's Medical Properties Trust position peaked at $119K in Q4 2017.
490 funds tracked by Wall St. Rank held Medical Properties Trust as of Q2 2026.

Based on Clearstead Trust's 13F filing for Q2 2026, filed 6 Aug 2026.