KF
MPT

Krilogy Financial’s Medical Properties Trust MPT Stock Holding History

Krilogy Financial’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 		$80.3K Sell
15,452
-12,679
-45% -$66.1K ﹤0.01% 936
2025
Q4 		$142K Sell
28,131
-5,295
-16% -$27.6K ﹤0.01% 896
2025
Q3 		$163K Buy
+33,426
New +$147K 0.01% 828

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

Krilogy Financial's MPT Position: Q1 2026 in Review

Krilogy Financial reduced its Medical Properties Trust (MPT) stake by 45% in Q1 2026, selling an estimated $66.1K and leaving 15,452 shares worth $80.3K. The position accounts for ﹤0.01% of the portfolio, ranked #936.

Krilogy Financial first reported a position in MPT in Q3 2025 and has held it in 3 quarters since. The position peaked at $163K in Q3 2025. 491 funds tracked by Wall St. Rank hold MPT as of Q1 2026.

  • Krilogy Financial held 15,452 shares of Medical Properties Trust worth $80.3K as of Q1 2026.
  • Krilogy Financial sold 12,679 Medical Properties Trust shares in Q1 2026, an estimated $66.1K.
  • Medical Properties Trust made up ﹤0.01% of Krilogy Financial's portfolio in Q1 2026, its #936 holding.
  • Krilogy Financial first reported a position in Medical Properties Trust in Q3 2025 and has held it in 3 quarters since.
  • Krilogy Financial's Medical Properties Trust position peaked at $163K in Q3 2025.
  • 491 funds tracked by Wall St. Rank held Medical Properties Trust as of Q1 2026.

Based on Krilogy Financial's 13F filing for Q1 2026, filed 17 Apr 2026.