Lido Advisors’s Medical Properties Trust MPT Stock Holding History

Lido 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	$92.5K	Buy	+19,664	New	+$103K	﹤0.01%	1871
2023 Q4	–	Sell	-46,318	Closed	-$252K	–	1398
2023 Q3	$252K	Sell	46,318 -176,809	-79%	-$1.42M	﹤0.01%	993
2023 Q2	$2.07M	Buy	223,127 +7,976	+4%	+$67.5K	0.01%	365
2023 Q1	$1.77M	Buy	215,151 +57,074	+36%	+$630K	0.02%	365
2022 Q4	$1.76M	Buy	158,077 +55,001	+53%	+$639K	0.02%	315
2022 Q3	$1.22M	Sell	103,076 -1,993	-2%	-$30.2K	0.02%	328
2022 Q2	$1.6M	Buy	105,069 +7,931	+8%	+$143K	0.02%	259
2022 Q1	$2.05M	Buy	97,138 +10,143	+12%	+$219K	0.02%	260
2021 Q4	$2.06M	Sell	86,995 -110,275	-56%	-$2.36M	0.02%	265
2021 Q3	$3.96M	Buy	197,270 +31,556	+19%	+$647K	0.06%	179
2021 Q2	$3.38M	Buy	165,714 +127,096	+329%	+$2.72M	0.05%	197
2021 Q1	$833K	Buy	38,618 +752	+2%	+$16.2K	0.01%	374
2020 Q4	$835K	Buy	+37,866	New	+$738K	0.02%	355
2017 Q4	–	Sell	-30,000	Closed	-$396K	–	321
2017 Q3	$396K	Buy	+30,000	New	+$386K	0.06%	167

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

Lido Advisors's MPT Position: Q1 2026 in Review

Lido Advisors opened a new position in Medical Properties Trust (MPT) in Q1 2026: 19,664 shares worth $92.5K. The stake represents ﹤0.01% of the portfolio and ranks #1871 among its holdings. This is a return to the name: Lido Advisors previously reported a position in MPT as recently as Q3 2023.

Lido Advisors first reported a position in MPT in Q3 2017 and has held it in 14 quarters since. The position peaked at $3.96M in Q3 2021. 491 funds tracked by Wall St. Rank hold MPT as of Q1 2026.

Lido Advisors held 19,664 shares of Medical Properties Trust worth $92.5K as of Q1 2026.
Medical Properties Trust was a new Lido Advisors position in Q1 2026.
Medical Properties Trust made up ﹤0.01% of Lido Advisors's portfolio in Q1 2026, its #1871 holding.
Lido Advisors first reported a position in Medical Properties Trust in Q3 2017 and has held it in 14 quarters since.
Lido Advisors's Medical Properties Trust position peaked at $3.96M in Q3 2021.
491 funds tracked by Wall St. Rank held Medical Properties Trust as of Q1 2026.

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