Osaic Holdings
MPT

Osaic Holdings’s Medical Properties Trust MPT Stock Holding History

Osaic Holdings’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
2024
Q1 		– Sell
-36
Closed -$3.96K – 7323
2023
Q4 		$3.96K Sell
36
-36
-50% -$176 ﹤0.01% 6258
2023
Q3 		$9.5K Buy
+72
New +$577 ﹤0.01% 5935
2023
Q2 		– Sell
-8
Closed -$1.61K – 7532
2023
Q1 		$1.61K Buy
+8
New +$88 ﹤0.01% 6801

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

Osaic Holdings's MPT Position: Q1 2026 in Review

Osaic Holdings reduced its Medical Properties Trust (MPT) stake by 15% in Q1 2026, selling an estimated $410K and leaving 435,381 shares worth $2.02M. The position accounts for ﹤0.01% of the portfolio, ranked #2072.

Osaic Holdings first reported a position in MPT in Q1 2020 and has held it in 25 quarters since. The position peaked at $9.77M in Q2 2020. 491 funds tracked by Wall St. Rank hold MPT as of Q1 2026.

  • Osaic Holdings held 435,381 shares of Medical Properties Trust worth $2.02M as of Q1 2026.
  • Osaic Holdings sold 78,537 Medical Properties Trust shares in Q1 2026, an estimated $410K.
  • Medical Properties Trust made up ﹤0.01% of Osaic Holdings's portfolio in Q1 2026, its #2072 holding.
  • Osaic Holdings first reported a position in Medical Properties Trust in Q1 2020 and has held it in 25 quarters since.
  • Osaic Holdings's Medical Properties Trust position peaked at $9.77M in Q2 2020.
  • 491 funds tracked by Wall St. Rank held Medical Properties Trust as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.