KA
MPT

Kovack Advisors’s Medical Properties Trust MPT Stock Holding History

Kovack 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 		$124K Buy
26,650
+11,500
+76% +$60K 0.01% 969
2025
Q4 		$75.8K Sell
15,150
-540
-3% -$2.81K ﹤0.01% 991
2025
Q3 		$79.5K Sell
15,690
-1,064
-6% -$4.69K 0.01% 603
2025
Q2 		$72.2K Buy
16,754
+21
+0.1% +$104 0.01% 613
2025
Q1 		$101K Sell
16,733
-164
-1% -$829 0.01% 565
2024
Q4 		$66.7K Buy
16,897
+1,267
+8% +$5.67K 0.01% 606
2024
Q3 		$91.4K Hold
15,630
– – 0.01% 573
2024
Q2 		$67.4K Sell
15,630
-4,700
-23% -$22.5K 0.01% 563
2024
Q1 		$95.6K Hold
20,330
– – 0.01% 461
2023
Q4 		$99.8K Sell
20,330
-6,614
-25% -$32.4K 0.01% 555
2023
Q3 		$147K Sell
26,944
-33,236
-55% -$266K 0.02% 513
2023
Q2 		$557K Buy
60,180
+6,485
+12% +$54.9K 0.07% 275
2023
Q1 		$441K Buy
53,695
+15,334
+40% +$169K 0.06% 320
2022
Q4 		$427K Buy
38,361
+19,679
+105% +$229K 0.06% 317
2022
Q3 		$222K Buy
+18,682
New +$283K 0.03% 499
2022
Q2 		– Sell
-9,604
Closed -$203K – 701
2022
Q1 		$203K Buy
+9,604
New +$207K 0.02% 646
2020
Q1 		– Sell
-19,625
Closed -$414K – 522
2019
Q4 		$414K Buy
19,625
+3,000
+18% +$60.7K 0.07% 285
2019
Q3 		$325K Sell
16,625
-3,500
-17% -$64.3K 0.07% 312
2019
Q2 		$351K Buy
20,125
+2,500
+14% +$45K 0.08% 270
2019
Q1 		$326K Buy
+17,625
New +$314K 0.08% 273
2018
Q1 		– Sell
-14,120
Closed -$195K – 520
2017
Q4 		$195K Buy
+14,120
New +$191K 0.05% 415

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

Kovack Advisors's MPT Position: Q1 2026 in Review

Kovack Advisors increased its Medical Properties Trust (MPT) stake by 76% in Q1 2026, buying an estimated $60K and bringing the position to 26,650 shares worth $124K. The position accounts for 0.01% of the portfolio, ranked #969.

Kovack Advisors first reported a position in MPT in Q4 2017 and has held it in 21 quarters since. The position peaked at $557K in Q2 2023. 491 funds tracked by Wall St. Rank hold MPT as of Q1 2026.

  • Kovack Advisors held 26,650 shares of Medical Properties Trust worth $124K as of Q1 2026.
  • Kovack Advisors bought 11,500 Medical Properties Trust shares in Q1 2026, an estimated $60K.
  • Medical Properties Trust made up 0.01% of Kovack Advisors's portfolio in Q1 2026, its #969 holding.
  • Kovack Advisors first reported a position in Medical Properties Trust in Q4 2017 and has held it in 21 quarters since.
  • Kovack Advisors's Medical Properties Trust position peaked at $557K in Q2 2023.
  • 491 funds tracked by Wall St. Rank held Medical Properties Trust as of Q1 2026.

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