MA
MPT

Mutual Advisors’s Medical Properties Trust MPT Stock Holding History

Mutual 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 		$127K Sell
27,414
-1,998
-7% -$10.4K ﹤0.01% 1301
2025
Q4 		$147K Sell
29,412
-6,080
-17% -$31.7K ﹤0.01% 1267
2025
Q3 		$180K Buy
35,492
+7,252
+26% +$31.9K ﹤0.01% 1244
2025
Q2 		$122K Sell
28,240
-81
-0.3% -$400 ﹤0.01% 1153
2025
Q1 		$153K Sell
28,321
-12,850
-31% -$65K ﹤0.01% 1050
2024
Q4 		$165K Sell
41,171
-32,841
-44% -$147K ﹤0.01% 1041
2024
Q3 		$365K Sell
74,012
-5,806
-7% -$28.6K 0.01% 818
2024
Q2 		$401K Buy
79,818
+8,893
+13% +$42.6K 0.01% 786
2024
Q1 		$333K Buy
70,925
+39,298
+124% +$150K 0.01% 831
2023
Q4 		$155K Sell
31,627
-20,347
-39% -$99.6K 0.01% 976
2023
Q3 		$283K Sell
51,974
-5,765
-10% -$46.2K 0.01% 796
2023
Q2 		$535K Buy
57,739
+6,228
+12% +$52.7K 0.02% 620
2023
Q1 		$423K Sell
51,511
-388
-0.7% -$4.28K 0.02% 675
2022
Q4 		$578K Buy
51,899
+9,742
+23% +$113K 0.03% 548
2022
Q3 		$500K Sell
42,157
-41,273
-49% -$625K 0.03% 561
2022
Q2 		$1.27M Buy
83,430
+9,630
+13% +$173K 0.08% 280
2022
Q1 		$1.56M Buy
73,800
+3,891
+6% +$83.8K 0.09% 262
2021
Q4 		$1.65M Buy
69,909
+3,485
+5% +$74.6K 0.09% 265
2021
Q3 		$1.33M Buy
66,424
+9,596
+17% +$197K 0.08% 295
2021
Q2 		$1.14M Buy
+56,828
New +$1.22M 0.07% 332
2019
Q3 		– Sell
-14,533
Closed -$253K – 580
2019
Q2 		$253K Buy
+14,533
New +$262K 0.03% 483

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

Mutual Advisors's MPT Position: Q1 2026 in Review

Mutual Advisors reduced its Medical Properties Trust (MPT) stake by 6.8% in Q1 2026, selling an estimated $10.4K and leaving 27,414 shares worth $127K. The position accounts for ﹤0.01% of the portfolio, ranked #1301.

Mutual Advisors first reported a position in MPT in Q2 2019 and has held it in 21 quarters since. The position peaked at $1.65M in Q4 2021. 491 funds tracked by Wall St. Rank hold MPT as of Q1 2026.

  • Mutual Advisors held 27,414 shares of Medical Properties Trust worth $127K as of Q1 2026.
  • Mutual Advisors sold 1,998 Medical Properties Trust shares in Q1 2026, an estimated $10.4K.
  • Medical Properties Trust made up ﹤0.01% of Mutual Advisors's portfolio in Q1 2026, its #1301 holding.
  • Mutual Advisors first reported a position in Medical Properties Trust in Q2 2019 and has held it in 21 quarters since.
  • Mutual Advisors's Medical Properties Trust position peaked at $1.65M in Q4 2021.
  • 491 funds tracked by Wall St. Rank held Medical Properties Trust as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.