InceptionR’s Medical Properties Trust MPT Stock Holding History

InceptionR’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	$103K	Buy	+22,294	New	+$116K	0.02%	607
2025 Q4	–	Sell	-38,085	Closed	-$193K	–	782
2025 Q3	$193K	Buy	38,085 +19,115	+101%	+$84.2K	0.05%	607
2025 Q2	$81.8K	Buy	+18,970	New	+$93.8K	0.02%	619
2024 Q2	–	Sell	-80,963	Closed	-$381K	–	765
2024 Q1	$381K	Buy	80,963 +52,775	+187%	+$202K	0.1%	363
2023 Q4	$138K	Sell	28,188 -5,649	-17%	-$27.7K	0.1%	328
2023 Q3	$184K	Buy	+33,837	New	+$271K	0.1%	352

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

InceptionR's MPT Position: Q1 2026 in Review

InceptionR opened a new position in Medical Properties Trust (MPT) in Q1 2026: 22,294 shares worth $103K. The stake represents 0.02% of the portfolio and ranks #607 among its holdings. This is a return to the name: InceptionR previously reported a position in MPT as recently as Q3 2025.

InceptionR first reported a position in MPT in Q3 2023 and has held it in 6 quarters since. The position peaked at $381K in Q1 2024. 491 funds tracked by Wall St. Rank hold MPT as of Q1 2026.

InceptionR held 22,294 shares of Medical Properties Trust worth $103K as of Q1 2026.
Medical Properties Trust was a new InceptionR position in Q1 2026.
Medical Properties Trust made up 0.02% of InceptionR's portfolio in Q1 2026, its #607 holding.
InceptionR first reported a position in Medical Properties Trust in Q3 2023 and has held it in 6 quarters since.
InceptionR's Medical Properties Trust position peaked at $381K in Q1 2024.
491 funds tracked by Wall St. Rank held Medical Properties Trust as of Q1 2026.

Based on InceptionR's 13F filing for Q1 2026, filed 14 May 2026.