Great Valley Advisor Group
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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
Q2 		– Sell
-10,810
Closed -$50.4K – 1084
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
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 $1.88T AUM 44.46% 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

Great Valley Advisor Group's MPT Position: Q2 2026 in Review

Great Valley Advisor Group sold out of Medical Properties Trust (MPT) in Q2 2026, closing a stake of 10,810 shares — an estimated $50.4K sold.

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

  • Great Valley Advisor Group reported no remaining Medical Properties Trust position as of Q2 2026 after selling out during the quarter.
  • Great Valley Advisor Group sold 10,810 Medical Properties Trust shares in Q2 2026, an estimated $50.4K.
  • Great Valley Advisor Group first reported a position in Medical Properties Trust in Q4 2020 and held it in 11 quarters.
  • 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 Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.