OSAM
MPT

O'Shaughnessy Asset Management’s Medical Properties Trust MPT Stock Holding History

O'Shaughnessy Asset 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 		$154K Buy
33,216
+17,452
+111% +$91K ﹤0.01% 2051
2025
Q4 		$78.8K Buy
15,764
+2,968
+23% +$15.5K ﹤0.01% 2176
2025
Q3 		$64.9K Sell
12,796
-764
-6% -$3.37K ﹤0.01% 2154
2025
Q2 		$58.4K Sell
13,560
-1,519
-10% -$7.51K ﹤0.01% 2019
2025
Q1 		$90.9K Buy
+15,079
New +$76.2K ﹤0.01% 1912
2024
Q4 		– Sell
-13,469
Closed -$61K – 2257
2024
Q3 		$61K Sell
13,469
-955
-7% -$4.71K ﹤0.01% 1854
2024
Q2 		$62.2K Buy
+14,424
New +$69.1K ﹤0.01% 1690
2021
Q4 		– Sell
-5,444
Closed -$109K – 1993
2021
Q3 		$109K Buy
5,444
+3,318
+156% +$68K ﹤0.01% 1335
2021
Q2 		$43K Buy
2,126
+977
+85% +$20.9K ﹤0.01% 1638
2021
Q1 		$24K Buy
1,149
+112
+11% +$2.41K ﹤0.01% 1603
2020
Q4 		$23K Sell
1,037
-36
-3% -$701 ﹤0.01% 1388
2020
Q3 		$19K Buy
1,073
+584
+119% +$10.9K ﹤0.01% 1262
2020
Q2 		$9K Sell
489
-3,079
-86% -$54.5K ﹤0.01% 1278
2020
Q1 		$62K Sell
3,568
-1,179
-25% -$24.7K ﹤0.01% 733
2019
Q4 		$100K Sell
4,747
-2,491
-34% -$50.4K ﹤0.01% 793
2019
Q3 		$142K Sell
7,238
-2
-0% -$37 ﹤0.01% 582
2019
Q2 		$126K Buy
7,240
+6,886
+1,945% +$124K ﹤0.01% 608
2019
Q1 		$7K Buy
354
+221
+166% +$3.94K ﹤0.01% 791
2018
Q4 		$2K Buy
+133
New +$2.1K ﹤0.01% 865

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

O'Shaughnessy Asset Management's MPT Position: Q1 2026 in Review

O'Shaughnessy Asset Management increased its Medical Properties Trust (MPT) stake by 111% in Q1 2026, buying an estimated $91K and bringing the position to 33,216 shares worth $154K. The position accounts for ﹤0.01% of the portfolio, ranked #2051.

O'Shaughnessy Asset Management first reported a position in MPT in Q4 2018 and has held it in 19 quarters since. 491 funds tracked by Wall St. Rank hold MPT as of Q1 2026.

  • O'Shaughnessy Asset Management held 33,216 shares of Medical Properties Trust worth $154K as of Q1 2026.
  • O'Shaughnessy Asset Management bought 17,452 Medical Properties Trust shares in Q1 2026, an estimated $91K.
  • Medical Properties Trust made up ﹤0.01% of O'Shaughnessy Asset Management's portfolio in Q1 2026, its #2051 holding.
  • O'Shaughnessy Asset Management first reported a position in Medical Properties Trust in Q4 2018 and has held it in 19 quarters since.
  • 491 funds tracked by Wall St. Rank held Medical Properties Trust as of Q1 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q1 2026, filed 13 May 2026.