LPL Financial
MPT

LPL Financial’s Medical Properties Trust MPT Stock Holding History

LPL 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 		$2.35M Sell
507,960
-84,776
-14% -$442K ﹤0.01% 3348
2025
Q4 		$2.96M Sell
592,736
-7,814
-1% -$40.7K ﹤0.01% 3031
2025
Q3 		$3.04M Buy
600,550
+17,318
+3% +$76.3K ﹤0.01% 2931
2025
Q2 		$2.51M Buy
583,232
+3,321
+0.6% +$16.4K ﹤0.01% 2915
2025
Q1 		$3.5M Sell
579,911
-183,558
-24% -$928K ﹤0.01% 2439
2024
Q4 		$3.02M Sell
763,469
-245,137
-24% -$1.1M ﹤0.01% 2493
2024
Q3 		$5.9M Sell
1,008,606
-30,850
-3% -$152K ﹤0.01% 1856
2024
Q2 		$4.48M Sell
1,039,456
-52,393
-5% -$251K ﹤0.01% 1952
2024
Q1 		$5.13M Sell
1,091,849
-18,553
-2% -$71K ﹤0.01% 1758
2023
Q4 		$5.45M Sell
1,110,402
-155,894
-12% -$763K ﹤0.01% 1635
2023
Q3 		$6.9M Sell
1,266,296
-264,084
-17% -$2.12M ﹤0.01% 1399
2023
Q2 		$14.2M Buy
1,530,380
+119,661
+8% +$1.01M 0.01% 947
2023
Q1 		$11.6M Buy
1,410,719
+68,907
+5% +$761K 0.01% 1018
2022
Q4 		$14.9M Buy
1,341,812
+81,311
+6% +$945K 0.01% 840
2022
Q3 		$14.9M Buy
1,260,501
+285,411
+29% +$4.32M 0.01% 766
2022
Q2 		$14.9M Buy
975,090
+161,811
+20% +$2.91M 0.01% 766
2022
Q1 		$17.2M Buy
813,279
+138,881
+21% +$2.99M 0.01% 736
2021
Q4 		$15.9M Buy
674,398
+18,860
+3% +$404K 0.01% 766
2021
Q3 		$13.2M Buy
655,538
+75,154
+13% +$1.54M 0.01% 814
2021
Q2 		$11.7M Buy
580,384
+42,443
+8% +$908K 0.01% 822
2021
Q1 		$11.4M Buy
537,941
+59,861
+13% +$1.29M 0.01% 764
2020
Q4 		$10.4M Buy
478,080
+21,577
+5% +$420K 0.01% 730
2020
Q3 		$8.05M Sell
456,503
-31,767
-7% -$591K 0.01% 730
2020
Q2 		$9.18M Buy
488,270
+40,462
+9% +$717K 0.02% 615
2020
Q1 		$7.74M Sell
447,808
-1,716
-0.4% -$35.9K 0.02% 594
2019
Q4 		$9.49M Buy
449,524
+51,607
+13% +$1.04M 0.02% 595
2019
Q3 		$7.78M Buy
397,917
+31,213
+9% +$573K 0.02% 621
2019
Q2 		$6.39M Buy
366,704
+35,255
+11% +$635K 0.01% 685
2019
Q1 		$6.13M Buy
331,449
+54,445
+20% +$971K 0.01% 682
2018
Q4 		$4.45M Sell
277,004
-36,798
-12% -$582K 0.01% 723
2018
Q3 		$4.68M Buy
313,802
+15,168
+5% +$221K 0.01% 765
2018
Q2 		$4.19M Buy
298,634
+18,247
+7% +$242K 0.01% 778
2018
Q1 		$3.65M Sell
280,387
-124,264
-31% -$1.59M 0.01% 829
2017
Q4 		$5.58M Buy
404,651
+100,119
+33% +$1.35M 0.02% 623
2017
Q3 		$4M Sell
304,532
-30,612
-9% -$394K 0.01% 685
2017
Q2 		$4.31M Buy
335,144
+320,757
+2,229% +$4.27M 0.02% 612
2017
Q1 		$187K Sell
14,387
-5,472
-28% -$70K ﹤0.01% 2509
2016
Q4 		$247K Sell
19,859
-948
-5% -$12.3K ﹤0.01% 2323
2016
Q3 		$301K Sell
20,807
-64
-0.3% -$969 ﹤0.01% 2114
2016
Q2 		$313K Sell
20,871
-264,772
-93% -$3.75M ﹤0.01% 2036
2016
Q1 		$3.68M Buy
285,643
+25,544
+10% +$291K 0.01% 865
2015
Q4 		$3.07M Buy
260,099
+147,645
+131% +$1.69M 0.01% 941
2015
Q3 		$1.27M Buy
112,454
+24,391
+28% +$303K 0.01% 1097
2015
Q2 		$1.18M Buy
88,063
+5,970
+7% +$83.3K 0.01% 1241
2015
Q1 		$1.22M Buy
82,093
+2,959
+4% +$44K 0.01% 1218
2014
Q4 		$1.09M Sell
79,134
-1,416
-2% -$19K 0.01% 1244
2014
Q3 		$991K Buy
80,550
+7,444
+10% +$99K 0.01% 1275
2014
Q2 		$968K Sell
73,106
-65,172
-47% -$865K 0.01% 1347
2014
Q1 		$1.77M Sell
138,278
-59,684
-30% -$766K 0.01% 903
2013
Q4 		$2.42M Buy
197,962
+24,214
+14% +$309K 0.02% 724
2013
Q3 		$2.2M Buy
173,748
+29,619
+21% +$396K 0.01% 732
2013
Q2 		$2.06M Buy
+144,129
New +$2.27M 0.01% 712

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

LPL Financial's MPT Position: Q1 2026 in Review

LPL Financial reduced its Medical Properties Trust (MPT) stake by 14% in Q1 2026, selling an estimated $442K and leaving 507,960 shares worth $2.35M. The position accounts for ﹤0.01% of the portfolio, ranked #3348.

LPL Financial first reported a position in MPT in Q2 2013 and has held it in 52 quarters since. The position peaked at $17.2M in Q1 2022. 491 funds tracked by Wall St. Rank hold MPT as of Q1 2026.

  • LPL Financial held 507,960 shares of Medical Properties Trust worth $2.35M as of Q1 2026.
  • LPL Financial sold 84,776 Medical Properties Trust shares in Q1 2026, an estimated $442K.
  • Medical Properties Trust made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #3348 holding.
  • LPL Financial first reported a position in Medical Properties Trust in Q2 2013 and has held it in 52 quarters since.
  • LPL Financial's Medical Properties Trust position peaked at $17.2M in Q1 2022.
  • 491 funds tracked by Wall St. Rank held Medical Properties Trust as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.