IFC Advisors’s Medical Properties Trust MPT Stock Holding History

IFC Advisors’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	-13,682	Closed	-$68.4K	–	172
2025 Q4	$68.4K	Buy	13,682 +29	+0.2%	+$151	0.01%	175
2025 Q3	$69.2K	Sell	13,653 -194	-1%	-$855	0.01%	170
2025 Q2	$59.7K	Hold	13,847	–	–	0.01%	169
2025 Q1	$83.5K	Hold	13,847	–	–	0.02%	163
2024 Q4	$54.7K	Buy	+13,847	New	+$62K	0.01%	143

Other funds holding MPT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

IFC Advisors's MPT Position: Q1 2026 in Review

IFC Advisors sold out of Medical Properties Trust (MPT) in Q1 2026, closing a stake of 13,682 shares — an estimated $68.4K sold.

IFC Advisors first reported a position in MPT in Q4 2024 and held it in 5 quarters. The position peaked at $83.5K in Q1 2025. 493 funds tracked by Wall St. Rank hold MPT as of Q1 2026.

IFC Advisors reported no remaining Medical Properties Trust position as of Q1 2026 after selling out during the quarter.
IFC Advisors sold 13,682 Medical Properties Trust shares in Q1 2026, an estimated $68.4K.
IFC Advisors first reported a position in Medical Properties Trust in Q4 2024 and held it in 5 quarters.
IFC Advisors's Medical Properties Trust position peaked at $83.5K in Q1 2025.
493 funds tracked by Wall St. Rank held Medical Properties Trust as of Q1 2026.

Based on IFC Advisors's 13F filing for Q1 2026, filed 4 May 2026.