Concorde Asset Management’s Medical Properties Trust MPT Stock Holding History

Concorde Asset Management’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	$745K	Buy	158,210 +20,525	+15%	+$102K	0.43%	47
2026 Q1	$650K	Buy	137,685 +1,179	+0.9%	+$6.15K	0.32%	69
2025 Q4	$683K	Buy	136,506 +9,831	+8%	+$51.2K	0.27%	84
2025 Q3	$687K	Buy	+126,675	New	+$558K	0.29%	76
2024 Q4	–	Sell	-85,975	Closed	-$503K	–	194
2024 Q3	$503K	Buy	85,975 +19,273	+29%	+$95K	0.28%	63
2024 Q2	$287K	Buy	66,702 +13,002	+24%	+$62.3K	0.18%	105
2024 Q1	$252K	Buy	53,700 +26,546	+98%	+$102K	0.17%	111
2023 Q4	$133K	Buy	+27,154	New	+$133K	0.09%	154

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 $3.37T AUM 44.26% 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

WAM

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

Concorde Asset Management's MPT Position: Q2 2026 in Review

Concorde Asset Management increased its Medical Properties Trust (MPT) stake by 15% in Q2 2026, buying an estimated $102K and bringing the position to 158,210 shares worth $745K. The position accounts for 0.43% of the portfolio, ranked #47.

Concorde Asset Management first reported a position in MPT in Q4 2023 and has held it in 8 quarters since. 489 funds tracked by Wall St. Rank hold MPT as of Q2 2026.

Concorde Asset Management held 158,210 shares of Medical Properties Trust worth $745K as of Q2 2026.
Concorde Asset Management bought 20,525 Medical Properties Trust shares in Q2 2026, an estimated $102K.
Medical Properties Trust made up 0.43% of Concorde Asset Management's portfolio in Q2 2026, its #47 holding.
Concorde Asset Management first reported a position in Medical Properties Trust in Q4 2023 and has held it in 8 quarters since.
489 funds tracked by Wall St. Rank held Medical Properties Trust as of Q2 2026.

Based on Concorde Asset Management's 13F filing for Q2 2026, filed 18 Aug 2026.