CAM
MPT

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
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
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

Concorde Asset Management's MPT Position: Q1 2026 in Review

Concorde Asset Management increased its Medical Properties Trust (MPT) stake by 0.86% in Q1 2026, buying an estimated $6.15K and bringing the position to 137,685 shares worth $650K. The position accounts for 0.32% of the portfolio, ranked #69.

Concorde Asset Management first reported a position in MPT in Q4 2023 and has held it in 7 quarters since. The position peaked at $687K in Q3 2025. 491 funds tracked by Wall St. Rank hold MPT as of Q1 2026.

  • Concorde Asset Management held 137,685 shares of Medical Properties Trust worth $650K as of Q1 2026.
  • Concorde Asset Management bought 1,179 Medical Properties Trust shares in Q1 2026, an estimated $6.15K.
  • Medical Properties Trust made up 0.32% of Concorde Asset Management's portfolio in Q1 2026, its #69 holding.
  • Concorde Asset Management first reported a position in Medical Properties Trust in Q4 2023 and has held it in 7 quarters since.
  • Concorde Asset Management's Medical Properties Trust position peaked at $687K in Q3 2025.
  • 491 funds tracked by Wall St. Rank held Medical Properties Trust as of Q1 2026.

Based on Concorde Asset Management's 13F filing for Q1 2026, filed 1 Jun 2026.