DFG
MPT

Dupree Financial Group’s Medical Properties Trust MPT Stock Holding History

Dupree Financial Group’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 		– Sell
-15,000
Closed -$75K – 80
2025
Q4 		$75K Hold
15,000
– – 0.03% 78
2025
Q3 		$76K Buy
+15,000
New +$66.1K 0.03% 69

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

Dupree Financial Group's MPT Position: Q1 2026 in Review

Dupree Financial Group sold out of Medical Properties Trust (MPT) in Q1 2026, closing a stake of 15,000 shares — an estimated $75K sold.

Dupree Financial Group first reported a position in MPT in Q3 2025 and held it in 2 quarters. The position peaked at $76K in Q3 2025. 491 funds tracked by Wall St. Rank hold MPT as of Q1 2026.

  • Dupree Financial Group reported no remaining Medical Properties Trust position as of Q1 2026 after selling out during the quarter.
  • Dupree Financial Group sold 15,000 Medical Properties Trust shares in Q1 2026, an estimated $75K.
  • Dupree Financial Group first reported a position in Medical Properties Trust in Q3 2025 and held it in 2 quarters.
  • Dupree Financial Group's Medical Properties Trust position peaked at $76K in Q3 2025.
  • 491 funds tracked by Wall St. Rank held Medical Properties Trust as of Q1 2026.

Based on Dupree Financial Group's 13F filing for Q1 2026, filed 23 Apr 2026.