Creative Planning’s Medical Properties Trust MPT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.67M Sell
361,660
-11,082
-3% -$57.8K ﹤0.01% 2051
2025
Q4
$1.86M Buy
372,742
+30,546
+9% +$159K ﹤0.01% 1775
2025
Q3
$1.73M Buy
342,196
+177,756
+108% +$783K ﹤0.01% 1650
2025
Q2
$709K Sell
164,440
-10,234
-6% -$50.6K ﹤0.01% 2147
2025
Q1
$1.05M Buy
174,674
+11,145
+7% +$56.4K ﹤0.01% 1678
2024
Q4
$646K Sell
163,529
-14,727
-8% -$66K ﹤0.01% 1994
2024
Q3
$1.04M Sell
178,256
-148,037
-45% -$730K ﹤0.01% 1484
2024
Q2
$1.41M Buy
326,293
+97,546
+43% +$467K ﹤0.01% 1179
2024
Q1
$1.08M Sell
228,747
-2,264
-1% -$8.67K ﹤0.01% 1291
2023
Q4
$1.13M Buy
231,011
+77,267
+50% +$378K ﹤0.01% 1168
2023
Q3
$838K Buy
153,744
+19,609
+15% +$157K ﹤0.01% 1258
2023
Q2
$1.24M Buy
134,135
+60,968
+83% +$516K ﹤0.01% 1019
2023
Q1
$601K Sell
73,167
-14,279
-16% -$158K ﹤0.01% 1353
2022
Q4
$974K Sell
87,446
-14,975
-15% -$174K ﹤0.01% 1049
2022
Q3
$1.22M Sell
102,421
-3,336
-3% -$50.5K ﹤0.01% 883
2022
Q2
$1.61M Buy
105,757
+282
+0.3% +$5.07K ﹤0.01% 790
2022
Q1
$2.23M Buy
105,475
+2,554
+2% +$55K ﹤0.01% 680
2021
Q4
$2.43M Buy
102,921
+1,791
+2% +$38.4K ﹤0.01% 631
2021
Q3
$2.03M Buy
101,130
+3,636
+4% +$74.5K ﹤0.01% 682
2021
Q2
$1.96M Sell
97,494
-9,463
-9% -$202K ﹤0.01% 690
2021
Q1
$2.28M Sell
106,957
-7,938
-7% -$171K ﹤0.01% 669
2020
Q4
$2.5M Sell
114,895
-4,368
-4% -$85.1K 0.01% 582
2020
Q3
$2.1M Sell
119,263
-12,376
-9% -$230K 0.01% 547
2020
Q2
$2.48M Buy
131,639
+5,413
+4% +$95.9K 0.01% 436
2020
Q1
$2.18M Buy
126,226
+21,718
+21% +$454K 0.01% 406
2019
Q4
$2.21M Sell
104,508
-921
-0.9% -$18.6K 0.01% 484
2019
Q3
$2.06M Buy
105,429
+2,340
+2% +$43K 0.01% 481
2019
Q2
$1.8M Buy
103,089
+71,675
+228% +$1.29M 0.01% 535
2019
Q1
$581K Sell
31,414
-102
-0.3% -$1.82K ﹤0.01% 958
2018
Q4
$507K Sell
31,516
-15,229
-33% -$241K ﹤0.01% 962
2018
Q3
$697K Sell
46,745
-1,333
-3% -$19.4K ﹤0.01% 913
2018
Q2
$675K Buy
48,078
+5,227
+12% +$69.2K ﹤0.01% 928
2018
Q1
$557K Sell
42,851
-22,201
-34% -$284K ﹤0.01% 1025
2017
Q4
$896K Buy
65,052
+34,762
+115% +$470K ﹤0.01% 794
2017
Q3
$398K Buy
30,290
+2,736
+10% +$35.2K ﹤0.01% 1156
2017
Q2
$355K Buy
27,554
+185
+0.7% +$2.46K ﹤0.01% 1189
2017
Q1
$353K Sell
27,369
-137
-0.5% -$1.75K ﹤0.01% 1172
2016
Q4
$338K Buy
27,506
+1,355
+5% +$17.5K ﹤0.01% 1135
2016
Q3
$386K Buy
26,151
+16,282
+165% +$246K ﹤0.01% 1031
2016
Q2
$150K Buy
9,869
+550
+6% +$7.78K ﹤0.01% 1422
2016
Q1
$121K Sell
9,319
-121
-1% -$1.38K ﹤0.01% 1515
2015
Q4
$109K Buy
9,440
+1,850
+24% +$21.1K ﹤0.01% 1580
2015
Q3
$84K Buy
+7,590
New +$94.2K ﹤0.01% 1692
2015
Q2
Sell
-8,636
Closed -$127K 2272
2015
Q1
$127K Sell
8,636
-503
-6% -$7.47K ﹤0.01% 1445
2014
Q4
$126K Buy
9,139
+7,199
+371% +$96.4K ﹤0.01% 1419
2014
Q3
$24K Sell
1,940
-1,491
-43% -$19.8K ﹤0.01% 2421
2014
Q2
$45K Sell
3,431
-2,520
-42% -$33.5K ﹤0.01% 1932
2014
Q1
$76K Buy
5,951
+1,025
+21% +$13.2K ﹤0.01% 1554
2013
Q4
$60K Buy
4,926
+1,260
+34% +$16.1K ﹤0.01% 1479
2013
Q3
$45K Sell
3,666
-1,361
-27% -$18.2K ﹤0.01% 1575
2013
Q2
$72K Buy
+5,027
New +$79.2K ﹤0.01% 1172

Other funds holding MPT

Creative Planning's MPT Position: Q1 2026 in Review

Creative Planning reduced its Medical Properties Trust (MPT) stake by 3% in Q1 2026, selling an estimated $57.8K and leaving 361,660 shares worth $1.67M. The position accounts for ﹤0.01% of the portfolio, ranked #2051.

Creative Planning first reported a position in MPT in Q2 2013 and has held it in 51 quarters since. The position peaked at $2.5M in Q4 2020. 491 funds tracked by Wall St. Rank hold MPT as of Q1 2026.

  • Creative Planning held 361,660 shares of Medical Properties Trust worth $1.67M as of Q1 2026.
  • Creative Planning sold 11,082 Medical Properties Trust shares in Q1 2026, an estimated $57.8K.
  • Medical Properties Trust made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2051 holding.
  • Creative Planning first reported a position in Medical Properties Trust in Q2 2013 and has held it in 51 quarters since.
  • Creative Planning's Medical Properties Trust position peaked at $2.5M in Q4 2020.
  • 491 funds tracked by Wall St. Rank held Medical Properties Trust as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.