Monument Capital Management’s Medical Properties Trust MPT Stock Holding History

Monument Capital Management’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	–	Sell	-33,300	Closed	-$167K	–	238
2025 Q4	$167K	Buy	+33,300	New	+$173K	0.04%	217
2023 Q1	–	Sell	-31,335	Closed	-$349K	–	166
2022 Q4	$349K	Sell	31,335 -228	-0.7%	-$2.65K	0.12%	121
2022 Q3	$374K	Sell	31,563 -3,459	-10%	-$52.4K	0.14%	114
2022 Q2	$535K	Sell	35,022 -1,092	-3%	-$19.6K	0.2%	95
2022 Q1	$763K	Buy	36,114 +42	+0.1%	+$905	0.25%	83
2021 Q4	$852K	Buy	+36,072	New	+$773K	0.26%	87

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

Monument Capital Management's MPT Position: Q1 2026 in Review

Monument Capital Management sold out of Medical Properties Trust (MPT) in Q1 2026, closing a stake of 33,300 shares — an estimated $167K sold.

Monument Capital Management first reported a position in MPT in Q4 2021 and held it in 6 quarters. The position peaked at $852K in Q4 2021. 491 funds tracked by Wall St. Rank hold MPT as of Q1 2026.

Monument Capital Management reported no remaining Medical Properties Trust position as of Q1 2026 after selling out during the quarter.
Monument Capital Management sold 33,300 Medical Properties Trust shares in Q1 2026, an estimated $167K.
Monument Capital Management first reported a position in Medical Properties Trust in Q4 2021 and held it in 6 quarters.
Monument Capital Management's Medical Properties Trust position peaked at $852K in Q4 2021.
491 funds tracked by Wall St. Rank held Medical Properties Trust as of Q1 2026.

Based on Monument Capital Management's 13F filing for Q1 2026, filed 16 Apr 2026.