Level Four Advisory Services’s Medical Properties Trust MPT Stock Holding History

Level Four Advisory Services’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	$68.5K	Buy	14,790 +114	+0.8%	+$594	﹤0.01%	859
2025 Q4	$73.4K	Sell	14,676 -886	-6%	-$4.61K	﹤0.01%	833
2025 Q3	$78.9K	Buy	15,562 +132	+0.9%	+$581	﹤0.01%	793
2025 Q2	$66.5K	Buy	15,430 +105	+0.7%	+$519	﹤0.01%	779
2025 Q1	$92.4K	Buy	15,325 +2,132	+16%	+$10.8K	﹤0.01%	740
2024 Q4	$52.1K	Hold	13,193	–	–	﹤0.01%	746
2024 Q3	$61.1K	Sell	13,193 -2,251	-15%	-$11.1K	﹤0.01%	756
2024 Q2	$66.6K	Sell	15,444 -28,382	-65%	-$136K	﹤0.01%	729
2024 Q1	$215K	Hold	43,826	–	–	0.01%	705
2023 Q4	$215K	Sell	43,826 -13,861	-24%	-$67.9K	0.01%	700
2023 Q3	$314K	Sell	57,687 -10,920	-16%	-$87.5K	0.02%	565
2023 Q2	$635K	Buy	68,607 +2,174	+3%	+$18.4K	0.04%	405
2023 Q1	$546K	Buy	66,433 +36,260	+120%	+$400K	0.04%	404
2022 Q4	$336K	Buy	+30,173	New	+$351K	0.03%	496
2022 Q3	–	Sell	-11,063	Closed	-$169K	–	568
2022 Q2	$169K	Sell	11,063 -7,983	-42%	-$144K	0.02%	528
2022 Q1	$403K	Buy	19,046 +4,070	+27%	+$87.7K	0.03%	450
2021 Q4	$354K	Buy	+14,976	New	+$321K	0.03%	481

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

Level Four Advisory Services's MPT Position: Q1 2026 in Review

Level Four Advisory Services increased its Medical Properties Trust (MPT) stake by 0.78% in Q1 2026, buying an estimated $594 and bringing the position to 14,790 shares worth $68.5K. The position accounts for ﹤0.01% of the portfolio, ranked #859.

Level Four Advisory Services first reported a position in MPT in Q4 2021 and has held it in 17 quarters since. The position peaked at $635K in Q2 2023. 491 funds tracked by Wall St. Rank hold MPT as of Q1 2026.

Level Four Advisory Services held 14,790 shares of Medical Properties Trust worth $68.5K as of Q1 2026.
Level Four Advisory Services bought 114 Medical Properties Trust shares in Q1 2026, an estimated $594.
Medical Properties Trust made up ﹤0.01% of Level Four Advisory Services's portfolio in Q1 2026, its #859 holding.
Level Four Advisory Services first reported a position in Medical Properties Trust in Q4 2021 and has held it in 17 quarters since.
Level Four Advisory Services's Medical Properties Trust position peaked at $635K in Q2 2023.
491 funds tracked by Wall St. Rank held Medical Properties Trust as of Q1 2026.

Based on Level Four Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.