Dimensional Fund Advisors’s Medical Properties Trust MPT Stock Holding History

Dimensional Fund Advisors’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	$34.4M	Buy	7,437,426 +88,725	+1%	+$463K	0.01%	1702
2025 Q4	$36.7M	Sell	7,348,701 -15,142	-0.2%	-$78.8K	0.01%	1672
2025 Q3	$37.3M	Buy	7,363,843 +28,860	+0.4%	+$127K	0.01%	1679
2025 Q2	$31.6M	Sell	7,334,983 -403,116	-5%	-$1.99M	0.01%	1757
2025 Q1	$46.7M	Sell	7,738,099 -172,002	-2%	-$870K	0.01%	1513
2024 Q4	$31.2M	Sell	7,910,101 -454,332	-5%	-$2.03M	0.01%	1794
2024 Q3	$48.9M	Sell	8,364,433 -258,250	-3%	-$1.27M	0.01%	1529
2024 Q2	$37.2M	Buy	8,622,683 +328,184	+4%	+$1.57M	0.01%	1643
2024 Q1	$39M	Buy	8,294,499 +403,226	+5%	+$1.54M	0.01%	1634
2023 Q4	$38.7M	Sell	7,891,273 -536,734	-6%	-$2.63M	0.01%	1608
2023 Q3	$45.9M	Sell	8,428,007 -178,193	-2%	-$1.43M	0.02%	1397
2023 Q2	$79.7M	Buy	8,606,200 +67,165	+0.8%	+$568K	0.03%	1005
2023 Q1	$70.2M	Buy	8,539,035 +534,381	+7%	+$5.9M	0.02%	1071
2022 Q4	$89.2K	Buy	8,004,654 +47,646	+0.6%	+$554K	0.03%	865
2022 Q3	$94.4M	Sell	7,957,008 -130,120	-2%	-$1.97M	0.04%	730
2022 Q2	$123M	Sell	8,087,128 -60,069	-0.7%	-$1.08M	0.04%	567
2022 Q1	$172M	Sell	8,147,197 -24,430	-0.3%	-$526K	0.05%	439
2021 Q4	$193M	Sell	8,171,627 -96,393	-1%	-$2.06M	0.06%	398
2021 Q3	$166M	Buy	8,268,020 +12,416	+0.2%	+$254K	0.05%	458
2021 Q2	$166M	Buy	8,255,604 +66,104	+0.8%	+$1.41M	0.05%	461
2021 Q1	$174M	Buy	8,189,500 +496,200	+6%	+$10.7M	0.06%	412
2020 Q4	$168M	Buy	7,693,300 +21,064	+0.3%	+$410K	0.06%	366
2020 Q3	$135M	Buy	7,672,236 +120,191	+2%	+$2.24M	0.06%	373
2020 Q2	$142M	Buy	7,552,045 +170,572	+2%	+$3.02M	0.06%	326
2020 Q1	$128M	Buy	7,381,473 +177,263	+2%	+$3.71M	0.07%	271
2019 Q4	$152M	Buy	7,204,210 +681,997	+10%	+$13.8M	0.06%	420
2019 Q3	$128M	Buy	6,522,213 +644,149	+11%	+$11.8M	0.05%	498
2019 Q2	$103M	Buy	5,878,064 +237,633	+4%	+$4.28M	0.04%	653
2019 Q1	$104M	Sell	5,640,431 -64,457	-1%	-$1.15M	0.04%	625
2018 Q4	$91.7M	Buy	5,704,888 +102,274	+2%	+$1.62M	0.04%	612
2018 Q3	$83.5M	Buy	5,602,614 +78,450	+1%	+$1.14M	0.03%	872
2018 Q2	$77.6M	Buy	5,524,164 +119,131	+2%	+$1.58M	0.03%	901
2018 Q1	$70.3M	Buy	5,405,033 +240,365	+5%	+$3.08M	0.03%	951
2017 Q4	$71.2M	Buy	5,164,668 +166,906	+3%	+$2.26M	0.03%	926
2017 Q3	$65.6M	Buy	4,997,762 +187,314	+4%	+$2.41M	0.03%	975
2017 Q2	$61.9M	Buy	4,810,448 +444,595	+10%	+$5.92M	0.03%	982
2017 Q1	$56.3M	Buy	4,365,853 +251,709	+6%	+$3.22M	0.03%	1055
2016 Q4	$50.6M	Buy	4,114,144 +907,497	+28%	+$11.7M	0.03%	1109
2016 Q3	$47.4M	Buy	3,206,647 +37,875	+1%	+$573K	0.03%	1091
2016 Q2	$48.2M	Buy	3,168,772 +76,341	+2%	+$1.08M	0.03%	1016
2016 Q1	$40.1M	Buy	3,092,431 +44,588	+1%	+$509K	0.02%	1170
2015 Q4	$35.1M	Buy	3,047,843 +363,942	+14%	+$4.16M	0.02%	1231
2015 Q3	$29.7M	Buy	2,683,901 +173,815	+7%	+$2.16M	0.02%	1358
2015 Q2	$32.9M	Buy	2,510,086 +117,519	+5%	+$1.64M	0.02%	1329
2015 Q1	$35.3M	Buy	2,392,567 +201,712	+9%	+$3M	0.02%	1208
2014 Q4	$30.2M	Buy	2,190,855 +58,491	+3%	+$783K	0.02%	1304
2014 Q3	$26.1M	Buy	2,132,364 +70,465	+3%	+$937K	0.02%	1333
2014 Q2	$27.3M	Buy	2,061,899 +161,433	+8%	+$2.14M	0.02%	1317
2014 Q1	$24.3M	Buy	1,900,466 +101,868	+6%	+$1.31M	0.02%	1369
2013 Q4	$22M	Buy	1,798,598 +91,587	+5%	+$1.17M	0.02%	1440
2013 Q3	$20.8M	Buy	1,707,011 +182,421	+12%	+$2.44M	0.02%	1376
2013 Q2	$21.8M	Buy	+1,524,590	New	+$24M	0.02%	1180

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

WAM

Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors's MPT Position: Q1 2026 in Review

Dimensional Fund Advisors increased its Medical Properties Trust (MPT) stake by 1.2% in Q1 2026, buying an estimated $463K and bringing the position to 7,437,426 shares worth $34.4M. The position accounts for 0.01% of the portfolio, ranked #1702.

Dimensional Fund Advisors first reported a position in MPT in Q2 2013 and has held it in 52 quarters since. The position peaked at $193M in Q4 2021. 491 funds tracked by Wall St. Rank hold MPT as of Q1 2026.

Dimensional Fund Advisors held 7,437,426 shares of Medical Properties Trust worth $34.4M as of Q1 2026.
Dimensional Fund Advisors bought 88,725 Medical Properties Trust shares in Q1 2026, an estimated $463K.
Medical Properties Trust made up 0.01% of Dimensional Fund Advisors's portfolio in Q1 2026, its #1702 holding.
Dimensional Fund Advisors first reported a position in Medical Properties Trust in Q2 2013 and has held it in 52 quarters since.
Dimensional Fund Advisors's Medical Properties Trust position peaked at $193M in Q4 2021.
491 funds tracked by Wall St. Rank held Medical Properties Trust as of Q1 2026.

Based on Dimensional Fund Advisors's 13F filing for Q1 2026, filed 7 May 2026.