Kestra Investment Management’s Medical Properties Trust MPT Stock Holding History

Kestra Investment Management’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	$58.4K	Sell	12,611 -32,271	-72%	-$168K	﹤0.01%	437
2025 Q4	$224K	Sell	44,882 -1,539	-3%	-$8.01K	0.01%	406
2025 Q3	$235K	Sell	46,421 -106,239	-70%	-$468K	0.01%	393
2025 Q2	$805K	Buy	152,660 +67,219	+79%	+$332K	0.01%	310
2025 Q1	$515K	Sell	85,441 -64,320	-43%	-$325K	0.02%	264
2024 Q4	$592K	Sell	149,761 -1,206	-0.8%	-$5.4K	0.02%	205
2024 Q3	$883K	Buy	+150,967	New	+$744K	0.04%	136

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

Kestra Investment Management's MPT Position: Q1 2026 in Review

Kestra Investment Management reduced its Medical Properties Trust (MPT) stake by 72% in Q1 2026, selling an estimated $168K and leaving 12,611 shares worth $58.4K. The position accounts for ﹤0.01% of the portfolio, ranked #437.

Kestra Investment Management first reported a position in MPT in Q3 2024 and has held it in 7 quarters since. The position peaked at $883K in Q3 2024. 491 funds tracked by Wall St. Rank hold MPT as of Q1 2026.

Kestra Investment Management held 12,611 shares of Medical Properties Trust worth $58.4K as of Q1 2026.
Kestra Investment Management sold 32,271 Medical Properties Trust shares in Q1 2026, an estimated $168K.
Medical Properties Trust made up ﹤0.01% of Kestra Investment Management's portfolio in Q1 2026, its #437 holding.
Kestra Investment Management first reported a position in Medical Properties Trust in Q3 2024 and has held it in 7 quarters since.
Kestra Investment Management's Medical Properties Trust position peaked at $883K in Q3 2024.
491 funds tracked by Wall St. Rank held Medical Properties Trust as of Q1 2026.

Based on Kestra Investment Management's 13F filing for Q1 2026, filed 11 May 2026.