Jones Financial Companies
MPT

Jones Financial Companies’s Medical Properties Trust MPT Stock Holding History

Jones Financial Companies’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 		$399K Buy
88,159
+10,428
+13% +$54.4K ﹤0.01% 2146
2025
Q4 		$389K Buy
77,731
+19,621
+34% +$102K ﹤0.01% 1621
2025
Q3 		$286K Buy
58,110
+1,111
+2% +$4.89K ﹤0.01% 1641
2025
Q2 		$254K Buy
56,999
+14,841
+35% +$73.3K ﹤0.01% 1555
2025
Q1 		$255K Sell
42,158
-2,954
-7% -$14.9K ﹤0.01% 1398
2024
Q4 		$178K Buy
45,112
+18,754
+71% +$84K ﹤0.01% 1404
2024
Q3 		$157K Buy
26,358
+15,850
+151% +$78.1K ﹤0.01% 1226
2024
Q2 		$45.3K Sell
10,508
-2,564
-20% -$12.3K ﹤0.01% 1283
2024
Q1 		$61.4K Buy
13,072
+8,941
+216% +$34.2K ﹤0.01% 695
2023
Q4 		$20.3K Buy
+4,131
New +$20.2K ﹤0.01% 586
2022
Q2 		– Sell
-922
Closed -$19K – 804
2022
Q1 		$19K Buy
+922
New +$19.9K ﹤0.01% 443
2013
Q3 		– Sell
-1,363
Closed -$20K – 798
2013
Q2 		$20K Buy
+1,363
New +$21.5K ﹤0.01% 469

Other funds holding MPT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Dimensional Fund Advisors
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

Jones Financial Companies's MPT Position: Q1 2026 in Review

Jones Financial Companies increased its Medical Properties Trust (MPT) stake by 13% in Q1 2026, buying an estimated $54.4K and bringing the position to 88,159 shares worth $399K. The position accounts for ﹤0.01% of the portfolio, ranked #2146.

Jones Financial Companies first reported a position in MPT in Q2 2013 and has held it in 12 quarters since. 491 funds tracked by Wall St. Rank hold MPT as of Q1 2026.

  • Jones Financial Companies held 88,159 shares of Medical Properties Trust worth $399K as of Q1 2026.
  • Jones Financial Companies bought 10,428 Medical Properties Trust shares in Q1 2026, an estimated $54.4K.
  • Medical Properties Trust made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #2146 holding.
  • Jones Financial Companies first reported a position in Medical Properties Trust in Q2 2013 and has held it in 12 quarters since.
  • 491 funds tracked by Wall St. Rank held Medical Properties Trust as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.