DAS
MPT

Diversify Advisory Services’s Medical Properties Trust MPT Stock Holding History

Diversify Advisory Services’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 		$1.56M Buy
+303,781
New +$1.58M 0.24% 41
2025
Q3 		– Sell
-12,791
Closed -$50.9K – 902
2025
Q2 		$50.9K Buy
+12,791
New +$63.2K ﹤0.01% 817

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

Diversify Advisory Services's MPT Position: Q1 2026 in Review

Diversify Advisory Services opened a new position in Medical Properties Trust (MPT) in Q1 2026: 303,781 shares worth $1.56M. The stake represents 0.24% of the portfolio and ranks #41 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in MPT as recently as Q2 2025.

Diversify Advisory Services first reported a position in MPT in Q2 2025 and has held it in 2 quarters since. 491 funds tracked by Wall St. Rank hold MPT as of Q1 2026.

  • Diversify Advisory Services held 303,781 shares of Medical Properties Trust worth $1.56M as of Q1 2026.
  • Medical Properties Trust was a new Diversify Advisory Services position in Q1 2026.
  • Medical Properties Trust made up 0.24% of Diversify Advisory Services's portfolio in Q1 2026, its #41 holding.
  • Diversify Advisory Services first reported a position in Medical Properties Trust in Q2 2025 and has held it in 2 quarters since.
  • 491 funds tracked by Wall St. Rank held Medical Properties Trust as of Q1 2026.

Based on Diversify Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.