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 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 $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 Trust's MPT Position: Q1 2026 in Review

Clearstead Trust held its Medical Properties Trust (MPT) position steady in Q1 2026 at 858 shares worth $3.97K. The position accounts for ﹤0.01% of the portfolio, ranked #796.

Clearstead Trust first reported a position in MPT in Q4 2016 and has held it in 10 quarters since. The position peaked at $119K in Q4 2017. 491 funds tracked by Wall St. Rank hold MPT as of Q1 2026.

Clearstead Trust held 858 shares of Medical Properties Trust worth $3.97K as of Q1 2026.
Clearstead Trust left its Medical Properties Trust share count unchanged in Q1 2026.
Medical Properties Trust made up ﹤0.01% of Clearstead Trust's portfolio in Q1 2026, its #796 holding.
Clearstead Trust first reported a position in Medical Properties Trust in Q4 2016 and has held it in 10 quarters since.
Clearstead Trust's Medical Properties Trust position peaked at $119K in Q4 2017.
491 funds tracked by Wall St. Rank held Medical Properties Trust as of Q1 2026.

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