OFO
MPT

OneAscent Family Office’s Medical Properties Trust MPT Stock Holding History

OneAscent Family Office’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 		$47.1K Hold
10,166
– – 0.03% 182
2025
Q4 		$50.8K Sell
10,166
-6,228
-38% -$32.4K 0.03% 180
2025
Q3 		$83.1K Buy
16,394
+119
+0.7% +$524 0.07% 158
2025
Q2 		$70K Buy
16,275
+91
+0.6% +$450 0.07% 142
2025
Q1 		$98K Buy
16,184
+123
+0.8% +$622 0.09% 117
2024
Q4 		$63K Buy
+16,061
New +$71.9K 0.11% 81

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

OneAscent Family Office's MPT Position: Q1 2026 in Review

OneAscent Family Office held its Medical Properties Trust (MPT) position steady in Q1 2026 at 10,166 shares worth $47.1K. The position accounts for 0.03% of the portfolio, ranked #182.

OneAscent Family Office first reported a position in MPT in Q4 2024 and has held it in 6 quarters since. The position peaked at $98K in Q1 2025. 491 funds tracked by Wall St. Rank hold MPT as of Q1 2026.

  • OneAscent Family Office held 10,166 shares of Medical Properties Trust worth $47.1K as of Q1 2026.
  • OneAscent Family Office left its Medical Properties Trust share count unchanged in Q1 2026.
  • Medical Properties Trust made up 0.03% of OneAscent Family Office's portfolio in Q1 2026, its #182 holding.
  • OneAscent Family Office first reported a position in Medical Properties Trust in Q4 2024 and has held it in 6 quarters since.
  • OneAscent Family Office's Medical Properties Trust position peaked at $98K in Q1 2025.
  • 491 funds tracked by Wall St. Rank held Medical Properties Trust as of Q1 2026.

Based on OneAscent Family Office's 13F filing for Q1 2026, filed 21 Apr 2026.