Great Valley Advisor Group’s Medical Properties Trust MPT Stock Holding History

Great Valley Advisor 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	$50.4K	Buy	+10,810	New	+$56.4K	﹤0.01%	987
2024 Q1	–	Sell	-13,803	Closed	-$67.8K	–	766
2023 Q4	$67.8K	Buy	+13,803	New	+$67.6K	﹤0.01%	694
2023 Q3	–	Sell	-12,291	Closed	-$114K	–	712
2023 Q2	$114K	Buy	+12,291	New	+$104K	﹤0.01%	677
2022 Q4	–	Sell	-18,302	Closed	-$217K	–	730
2022 Q3	$217K	Buy	18,302 +2,117	+13%	+$32.1K	0.01%	611
2022 Q2	$247K	Buy	16,185 +3,540	+28%	+$63.7K	0.01%	589
2022 Q1	$267K	Sell	12,645 -27	-0.2%	-$582	0.02%	510
2021 Q4	$299K	Buy	12,672 +311	+3%	+$6.66K	0.02%	490
2021 Q3	$248K	Sell	12,361 -6,741	-35%	-$138K	0.02%	510
2021 Q2	$384K	Buy	19,102 +2,317	+14%	+$49.6K	0.03%	404
2021 Q1	$357K	Buy	16,785 +3,745	+29%	+$80.5K	0.03%	370
2020 Q4	$284K	Buy	+13,040	New	+$254K	0.03%	382

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

Great Valley Advisor Group's MPT Position: Q1 2026 in Review

Great Valley Advisor Group opened a new position in Medical Properties Trust (MPT) in Q1 2026: 10,810 shares worth $50.4K. The stake represents ﹤0.01% of the portfolio and ranks #987 among its holdings. This is a return to the name: Great Valley Advisor Group previously reported a position in MPT as recently as Q4 2023.

Great Valley Advisor Group first reported a position in MPT in Q4 2020 and has held it in 11 quarters since. The position peaked at $384K in Q2 2021. 491 funds tracked by Wall St. Rank hold MPT as of Q1 2026.

Great Valley Advisor Group held 10,810 shares of Medical Properties Trust worth $50.4K as of Q1 2026.
Medical Properties Trust was a new Great Valley Advisor Group position in Q1 2026.
Medical Properties Trust made up ﹤0.01% of Great Valley Advisor Group's portfolio in Q1 2026, its #987 holding.
Great Valley Advisor Group first reported a position in Medical Properties Trust in Q4 2020 and has held it in 11 quarters since.
Great Valley Advisor Group's Medical Properties Trust position peaked at $384K in Q2 2021.
491 funds tracked by Wall St. Rank held Medical Properties Trust as of Q1 2026.

Based on Great Valley Advisor Group's 13F filing for Q1 2026, filed 11 May 2026.