Lido Advisors
MPT

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
Q2 		$77.9K Sell
16,467
-3,197
-16% -$15.8K ﹤0.01% 2066
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
WAM
Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

Lido Advisors's MPT Position: Q2 2026 in Review

Lido Advisors reduced its Medical Properties Trust (MPT) stake by 16% in Q2 2026, selling an estimated $15.8K and leaving 16,467 shares worth $77.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2066.

Lido Advisors first reported a position in MPT in Q3 2017 and has held it in 15 quarters since. The position peaked at $3.96M in Q3 2021. 489 funds tracked by Wall St. Rank hold MPT as of Q2 2026.

  • Lido Advisors held 16,467 shares of Medical Properties Trust worth $77.9K as of Q2 2026.
  • Lido Advisors sold 3,197 Medical Properties Trust shares in Q2 2026, an estimated $15.8K.
  • Medical Properties Trust made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #2066 holding.
  • Lido Advisors first reported a position in Medical Properties Trust in Q3 2017 and has held it in 15 quarters since.
  • Lido Advisors's Medical Properties Trust position peaked at $3.96M in Q3 2021.
  • 489 funds tracked by Wall St. Rank held Medical Properties Trust as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.