GoalVest Advisory’s Medical Properties Trust MPT Stock Holding History

GoalVest Advisory’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	-2,565	Closed	-$12.8K	–	513
2025 Q4	$12.8K	Buy	+2,565	New	+$13.4K	﹤0.01%	399
2022 Q2	–	Sell	-5	Closed	–	–	458
2022 Q1	$0	Buy	+5	New	+$108	﹤0.01%	460

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

GoalVest Advisory's MPT Position: Q1 2026 in Review

GoalVest Advisory sold out of Medical Properties Trust (MPT) in Q1 2026, closing a stake of 2,565 shares — an estimated $12.8K sold.

GoalVest Advisory first reported a position in MPT in Q1 2022 and held it in 2 quarters. The position peaked at $12.8K in Q4 2025. 491 funds tracked by Wall St. Rank hold MPT as of Q1 2026.

GoalVest Advisory reported no remaining Medical Properties Trust position as of Q1 2026 after selling out during the quarter.
GoalVest Advisory sold 2,565 Medical Properties Trust shares in Q1 2026, an estimated $12.8K.
GoalVest Advisory first reported a position in Medical Properties Trust in Q1 2022 and held it in 2 quarters.
GoalVest Advisory's Medical Properties Trust position peaked at $12.8K in Q4 2025.
491 funds tracked by Wall St. Rank held Medical Properties Trust as of Q1 2026.

Based on GoalVest Advisory's 13F filing for Q1 2026, filed 13 Apr 2026.