CVA Family Office’s Medical Properties Trust MPT Stock Holding History

CVA Family Office’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	$556	Hold	120	–	–	﹤0.01%	1738
2025 Q4	$600	Hold	120	–	–	﹤0.01%	1182
2025 Q3	$608	Buy	+120	New	+$529	﹤0.01%	1203
2025 Q2	–	Sell	-105	Closed	-$633	–	1391
2025 Q1	$633	Buy	+105	New	+$531	﹤0.01%	1181
2024 Q4	–	Sell	-133	Closed	-$778	–	1323
2024 Q3	$778	Hold	133	–	–	﹤0.01%	1111
2024 Q2	$573	Buy	+133	New	+$637	﹤0.01%	1151
2023 Q1	–	Sell	-555	Closed	-$6.18K	–	995
2022 Q4	$6.18K	Buy	+555	New	+$6.45K	﹤0.01%	717
2022 Q2	–	Sell	-330	Closed	-$7K	–	954
2022 Q1	$7K	Hold	330	–	–	﹤0.01%	727
2021 Q4	$8K	Buy	+330	New	+$7.07K	﹤0.01%	691
2021 Q3	–	Sell	-55	Closed	-$1K	–	680
2021 Q2	$1K	Sell	55 -180	-77%	-$3.85K	﹤0.01%	918
2021 Q1	$5K	Buy	+235	New	+$5.05K	﹤0.01%	627

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

CVA Family Office's MPT Position: Q1 2026 in Review

CVA Family Office held its Medical Properties Trust (MPT) position steady in Q1 2026 at 120 shares worth $556. The position accounts for ﹤0.01% of the portfolio, ranked #1738.

CVA Family Office first reported a position in MPT in Q1 2021 and has held it in 11 quarters since. The position peaked at $8K in Q4 2021. 491 funds tracked by Wall St. Rank hold MPT as of Q1 2026.

CVA Family Office held 120 shares of Medical Properties Trust worth $556 as of Q1 2026.
CVA Family Office left its Medical Properties Trust share count unchanged in Q1 2026.
Medical Properties Trust made up ﹤0.01% of CVA Family Office's portfolio in Q1 2026, its #1738 holding.
CVA Family Office first reported a position in Medical Properties Trust in Q1 2021 and has held it in 11 quarters since.
CVA Family Office's Medical Properties Trust position peaked at $8K in Q4 2021.
491 funds tracked by Wall St. Rank held Medical Properties Trust as of Q1 2026.

Based on CVA Family Office's 13F filing for Q1 2026, filed 29 Apr 2026.