PP
MPT

PDS Planning’s Medical Properties Trust MPT Stock Holding History

PDS Planning’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 		$94.3K Buy
20,364
+5,282
+35% +$27.5K 0.01% 551
2025
Q4 		$75.4K Buy
15,082
+61
+0.4% +$318 0.01% 544
2025
Q3 		$76.2K Sell
15,021
-93
-0.6% -$410 0.01% 532
2025
Q2 		$65.1K Buy
15,114
+2,137
+16% +$10.6K ﹤0.01% 506
2025
Q1 		$78.3K Buy
+12,977
New +$65.6K 0.01% 462

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

PDS Planning's MPT Position: Q1 2026 in Review

PDS Planning increased its Medical Properties Trust (MPT) stake by 35% in Q1 2026, buying an estimated $27.5K and bringing the position to 20,364 shares worth $94.3K. The position accounts for 0.01% of the portfolio, ranked #551.

PDS Planning first reported a position in MPT in Q1 2025 and has held it in 5 quarters since. 491 funds tracked by Wall St. Rank hold MPT as of Q1 2026.

  • PDS Planning held 20,364 shares of Medical Properties Trust worth $94.3K as of Q1 2026.
  • PDS Planning bought 5,282 Medical Properties Trust shares in Q1 2026, an estimated $27.5K.
  • Medical Properties Trust made up 0.01% of PDS Planning's portfolio in Q1 2026, its #551 holding.
  • PDS Planning first reported a position in Medical Properties Trust in Q1 2025 and has held it in 5 quarters since.
  • 491 funds tracked by Wall St. Rank held Medical Properties Trust as of Q1 2026.

Based on PDS Planning's 13F filing for Q1 2026, filed 22 Apr 2026.