IFG
MPT

Independent Financial Group’s Medical Properties Trust MPT Stock Holding History

Independent Financial 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 		$124K Buy
26,920
+750
+3% +$3.72K ﹤0.01% 1511
2026
Q1 		$121K Buy
26,170
+2,791
+12% +$14.6K ﹤0.01% 1413
2025
Q4 		$117K Hold
23,379
– – ﹤0.01% 1376
2025
Q3 		$119K Buy
23,379
+4,972
+27% +$21.9K ﹤0.01% 1328
2025
Q2 		$79.3K Buy
18,407
+7,750
+73% +$38.3K ﹤0.01% 1272
2025
Q1 		$64.3K Sell
10,657
-2,537
-19% -$12.8K ﹤0.01% 1158
2024
Q4 		$52.1K Sell
13,194
-1,000
-7% -$4.48K ﹤0.01% 1146
2024
Q3 		$83K Sell
14,194
-105,577
-88% -$521K ﹤0.01% 1109
2024
Q2 		$516K Sell
119,771
-61,365
-34% -$294K 0.02% 596
2024
Q1 		$851K Buy
181,136
+32,924
+22% +$126K 0.04% 418
2023
Q4 		$728K Sell
148,212
-7,946
-5% -$38.9K 0.04% 449
2023
Q3 		$851K Buy
156,158
+8,206
+6% +$65.7K 0.06% 354
2023
Q2 		$1.37M Sell
147,952
-2,975
-2% -$25.2K 0.09% 236
2023
Q1 		$1.24M Sell
150,927
-9,296
-6% -$103K 0.1% 236
2022
Q4 		$1.78M Buy
160,223
+5,537
+4% +$64.4K 0.15% 133
2022
Q3 		$1.83M Buy
154,686
+82,218
+113% +$1.25M 0.17% 121
2022
Q2 		$1.11M Buy
72,468
+37,362
+106% +$672K 0.12% 205
2022
Q1 		$742K Buy
35,106
+9,661
+38% +$208K 0.06% 327
2021
Q4 		$601K Buy
25,445
+6,582
+35% +$141K 0.05% 376
2021
Q3 		$379K Buy
18,863
+1,564
+9% +$32K 0.04% 446
2021
Q2 		$348K Buy
17,299
+3,096
+22% +$66.2K 0.04% 485
2021
Q1 		$302K Buy
+14,203
New +$305K 0.04% 466

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 $3.37T AUM 44.26% 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
WAM
Wilsey Asset Management San Diego, California $681M AUM 6.7% 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 45.23% 1-Year Est. Return

Independent Financial Group's MPT Position: Q2 2026 in Review

Independent Financial Group increased its Medical Properties Trust (MPT) stake by 2.9% in Q2 2026, buying an estimated $3.72K and bringing the position to 26,920 shares worth $124K. The position accounts for ﹤0.01% of the portfolio, ranked #1511.

Independent Financial Group first reported a position in MPT in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.83M in Q3 2022. 489 funds tracked by Wall St. Rank hold MPT as of Q2 2026.

  • Independent Financial Group held 26,920 shares of Medical Properties Trust worth $124K as of Q2 2026.
  • Independent Financial Group bought 750 Medical Properties Trust shares in Q2 2026, an estimated $3.72K.
  • Medical Properties Trust made up ﹤0.01% of Independent Financial Group's portfolio in Q2 2026, its #1511 holding.
  • Independent Financial Group first reported a position in Medical Properties Trust in Q1 2021 and has held it in 22 quarters since.
  • Independent Financial Group's Medical Properties Trust position peaked at $1.83M in Q3 2022.
  • 489 funds tracked by Wall St. Rank held Medical Properties Trust as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.