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BFC Planning, Inc.’s Medical Properties Trust MPT Stock Holding History

BFC Planning, Inc.’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
Q2 		$45.3K Sell
9,810
-9,154
-48% -$45.4K ﹤0.01% 1608
2026
Q1 		$87.8K Buy
18,964
+43
+0.2% +$224 ﹤0.01% 1151
2025
Q4 		$94.6K Buy
18,921
+15,044
+388% +$78.3K ﹤0.01% 1138
2025
Q3 		$19.7K Hold
3,877
– – ﹤0.01% 1590
2025
Q2 		$16.7K Hold
3,877
– – ﹤0.01% 1576
2025
Q1 		$23.4K Sell
3,877
-75
-2% -$379 ﹤0.01% 1398
2024
Q4 		$15.6K Buy
+3,952
New +$17.7K ﹤0.01% 1563

Other funds holding MPT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Wilsey Asset Management
Wilsey Asset Management San Diego, California $681M AUM 1.1% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.26% 1-Year Est. Return

BFC Planning, Inc.'s MPT Position: Q2 2026 in Review

BFC Planning, Inc. reduced its Medical Properties Trust (MPT) stake by 48% in Q2 2026, selling an estimated $45.4K and leaving 9,810 shares worth $45.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1608.

BFC Planning, Inc. first reported a position in MPT in Q4 2024 and has held it in 7 quarters since. The position peaked at $94.6K in Q4 2025. 492 funds tracked by Wall St. Rank hold MPT as of Q2 2026.

  • BFC Planning, Inc. held 9,810 shares of Medical Properties Trust worth $45.3K as of Q2 2026.
  • BFC Planning, Inc. sold 9,154 Medical Properties Trust shares in Q2 2026, an estimated $45.4K.
  • Medical Properties Trust made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #1608 holding.
  • BFC Planning, Inc. first reported a position in Medical Properties Trust in Q4 2024 and has held it in 7 quarters since.
  • BFC Planning, Inc.'s Medical Properties Trust position peaked at $94.6K in Q4 2025.
  • 492 funds tracked by Wall St. Rank held Medical Properties Trust as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.