Corient Private Wealth
MPT

Corient Private Wealth’s Medical Properties Trust MPT Stock Holding History

Corient Private Wealth’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 		$2.67M Buy
577,660
+313,902
+119% +$1.64M ﹤0.01% 1108
2025
Q4 		$1.32M Buy
263,758
+167,460
+174% +$872K ﹤0.01% 1746
2025
Q3 		$488K Sell
96,298
-8,774
-8% -$38.6K ﹤0.01% 1802
2025
Q2 		$453K Sell
105,072
-3,714
-3% -$18.4K ﹤0.01% 1755
2025
Q1 		$656K Buy
108,786
+647
+0.6% +$3.27K ﹤0.01% 1467
2024
Q4 		$427K Sell
108,139
-36,025
-25% -$161K ﹤0.01% 1701
2024
Q3 		$843K Sell
144,164
-28,831
-17% -$142K ﹤0.01% 1487
2024
Q2 		$746K Buy
172,995
+8,579
+5% +$41.1K ﹤0.01% 1452
2024
Q1 		$773K Buy
164,416
+54,601
+50% +$209K ﹤0.01% 1422
2023
Q4 		$539K Buy
109,815
+4,309
+4% +$21.1K ﹤0.01% 1581
2023
Q3 		$574K Sell
105,506
-71,886
-41% -$576K ﹤0.01% 1419
2023
Q2 		$1.64M Buy
177,392
+43,139
+32% +$365K ﹤0.01% 964
2023
Q1 		$1.12M Sell
134,253
-33,844
-20% -$374K ﹤0.01% 1042
2022
Q4 		$1.87M Buy
+168,097
New +$1.95M 0.01% 724

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

Corient Private Wealth's MPT Position: Q1 2026 in Review

Corient Private Wealth increased its Medical Properties Trust (MPT) stake by 119% in Q1 2026, buying an estimated $1.64M and bringing the position to 577,660 shares worth $2.67M. The position accounts for ﹤0.01% of the portfolio, ranked #1108.

Corient Private Wealth first reported a position in MPT in Q4 2022 and has held it in 14 quarters since. 491 funds tracked by Wall St. Rank hold MPT as of Q1 2026.

  • Corient Private Wealth held 577,660 shares of Medical Properties Trust worth $2.67M as of Q1 2026.
  • Corient Private Wealth bought 313,902 Medical Properties Trust shares in Q1 2026, an estimated $1.64M.
  • Medical Properties Trust made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #1108 holding.
  • Corient Private Wealth first reported a position in Medical Properties Trust in Q4 2022 and has held it in 14 quarters since.
  • 491 funds tracked by Wall St. Rank held Medical Properties Trust as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.