LSPW
MPT

Lake Street Private Wealth’s Medical Properties Trust MPT Stock Holding History

Lake Street Private Wealth’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 		$1.16M Sell
251,500
-1,400
-0.6% -$7.3K 0.15% 109
2025
Q4 		$1.26M Sell
252,900
-13,250
-5% -$69K 0.15% 106
2025
Q3 		$1.35M Sell
266,150
-104,900
-28% -$462K 0.17% 101
2025
Q2 		$1.6M Buy
371,050
+25,200
+7% +$125K 0.23% 86
2025
Q1 		$2.09M Sell
345,850
-54,450
-14% -$275K 0.34% 74
2024
Q4 		$1.58M Sell
400,300
-41,800
-9% -$187K 0.25% 80
2024
Q3 		$2.59M Sell
442,100
-10,600
-2% -$52.3K 0.41% 65
2024
Q2 		$1.95M Buy
452,700
+28,450
+7% +$136K 0.25% 93
2024
Q1 		$1.99M Buy
424,250
+54,650
+15% +$209K 0.28% 88
2023
Q4 		$1.81M Buy
369,600
+4,950
+1% +$24.2K 0.29% 89
2023
Q3 		$1.91M Buy
364,650
+16,954
+5% +$136K 0.34% 86
2023
Q2 		$3.22M Buy
347,696
+61,975
+22% +$524K 0.57% 50
2023
Q1 		$2.35M Buy
285,721
+19,650
+7% +$217K 0.44% 70
2022
Q4 		$2.96M Buy
266,071
+98,175
+58% +$1.14M 0.61% 45
2022
Q3 		$1.99M Buy
167,896
+31,250
+23% +$473K 0.46% 65
2022
Q2 		$2.09M Buy
136,646
+25,075
+22% +$451K 0.44% 62
2022
Q1 		$2.36M Buy
111,571
+2,325
+2% +$50.1K 0.42% 69
2021
Q4 		$2.58M Buy
109,246
+900
+0.8% +$19.3K 0.45% 58
2021
Q3 		$2.17M Buy
108,346
+2,146
+2% +$44K 0.53% 58
2021
Q2 		$2.15M Buy
106,200
+2,450
+2% +$52.4K 0.55% 57
2021
Q1 		$2.21M Sell
103,750
-4,350
-4% -$93.5K 0.61% 48
2020
Q4 		$2.35M Buy
108,100
+2,150
+2% +$41.9K 0.68% 41
2020
Q3 		$1.87M Buy
105,950
+950
+0.9% +$17.7K 0.63% 47
2020
Q2 		$1.97M Buy
105,000
+6,550
+7% +$116K 0.73% 43
2020
Q1 		$1.7M Buy
98,450
+11,800
+14% +$247K 0.78% 44
2019
Q4 		$1.83M Sell
86,650
-1,750
-2% -$35.4K 0.7% 55
2019
Q3 		$1.73M Sell
88,400
-250
-0.3% -$4.59K 0.79% 51
2019
Q2 		$1.55M Buy
+88,650
New +$1.6M 0.91% 40

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

Lake Street Private Wealth's MPT Position: Q1 2026 in Review

Lake Street Private Wealth reduced its Medical Properties Trust (MPT) stake by 0.55% in Q1 2026, selling an estimated $7.3K and leaving 251,500 shares worth $1.16M. The position accounts for 0.15% of the portfolio, ranked #109.

Lake Street Private Wealth first reported a position in MPT in Q2 2019 and has held it in 28 quarters since. The position peaked at $3.22M in Q2 2023. 491 funds tracked by Wall St. Rank hold MPT as of Q1 2026.

  • Lake Street Private Wealth held 251,500 shares of Medical Properties Trust worth $1.16M as of Q1 2026.
  • Lake Street Private Wealth sold 1,400 Medical Properties Trust shares in Q1 2026, an estimated $7.3K.
  • Medical Properties Trust made up 0.15% of Lake Street Private Wealth's portfolio in Q1 2026, its #109 holding.
  • Lake Street Private Wealth first reported a position in Medical Properties Trust in Q2 2019 and has held it in 28 quarters since.
  • Lake Street Private Wealth's Medical Properties Trust position peaked at $3.22M in Q2 2023.
  • 491 funds tracked by Wall St. Rank held Medical Properties Trust as of Q1 2026.

Based on Lake Street Private Wealth's 13F filing for Q1 2026, filed 13 Apr 2026.