Principal Financial Group
MPT

Principal Financial Group’s Medical Properties Trust MPT Stock Holding History

Principal Financial Group’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 		$11.1M Buy
2,390,354
+47,170
+2% +$246K 0.01% 1275
2025
Q4 		$11.7M Sell
2,343,184
-21,555
-0.9% -$112K 0.01% 1213
2025
Q3 		$12M Sell
2,364,739
-593,959
-20% -$2.62M 0.01% 1182
2025
Q2 		$12.8M Sell
2,958,698
-20,396
-0.7% -$101K 0.01% 1113
2025
Q1 		$18M Buy
2,979,094
+66,820
+2% +$338K 0.01% 899
2024
Q4 		$11.5M Buy
2,912,274
+86,925
+3% +$389K 0.01% 1221
2024
Q3 		$16.5M Sell
2,825,349
-122,055
-4% -$602K 0.01% 954
2024
Q2 		$12.7M Sell
2,947,404
-143,486
-5% -$688K 0.01% 1134
2024
Q1 		$14.5M Buy
3,090,890
+891,957
+41% +$3.42M 0.01% 1110
2023
Q4 		$10.8M Sell
2,198,933
-8,102
-0.4% -$39.7K 0.01% 1249
2023
Q3 		$12M Sell
2,207,035
-483,377
-18% -$3.87M 0.01% 1118
2023
Q2 		$20.3M Sell
2,690,412
-5,087,267
-65% -$43M 0.01% 836
2023
Q1 		$63.9M Sell
7,777,679
-12,266,327
-61% -$135M 0.05% 346
2022
Q4 		$223M Buy
20,044,006
+2,330,812
+13% +$27.1M 0.17% 139
2022
Q3 		$210M Sell
17,713,194
-2,596,239
-13% -$39.3M 0.17% 140
2022
Q2 		$310M Sell
20,309,433
-922,642
-4% -$16.6M 0.23% 115
2022
Q1 		$449M Buy
21,232,075
+409,146
+2% +$8.82M 0.28% 86
2021
Q4 		$490M Buy
20,822,929
+379,862
+2% +$8.14M 0.29% 83
2021
Q3 		$410M Buy
20,443,067
+16,179,381
+379% +$332M 0.27% 91
2021
Q2 		$85.7M Buy
4,263,686
+38,760
+0.9% +$829K 0.06% 288
2021
Q1 		$89.9M Buy
4,224,926
+230,887
+6% +$4.97M 0.06% 269
2020
Q4 		$87M Sell
3,994,039
-424,877
-10% -$8.28M 0.06% 273
2020
Q3 		$77.9M Sell
4,418,916
-852,495
-16% -$15.9M 0.07% 280
2020
Q2 		$99.1M Sell
5,271,411
-142,572
-3% -$2.52M 0.09% 236
2020
Q1 		$93.6M Sell
5,413,983
-1,504,259
-22% -$31.5M 0.1% 217
2019
Q4 		$146M Buy
6,918,242
+156,806
+2% +$3.17M 0.12% 208
2019
Q3 		$132M Sell
6,761,436
-32,356
-0.5% -$594K 0.12% 210
2019
Q2 		$118M Sell
6,793,792
-23,590
-0.3% -$425K 0.11% 222
2019
Q1 		$126M Sell
6,817,382
-512,787
-7% -$9.14M 0.12% 203
2018
Q4 		$118M Sell
7,330,169
-3,990,061
-35% -$63.1M 0.13% 197
2018
Q3 		$169M Sell
11,320,230
-45,623
-0.4% -$665K 0.15% 159
2018
Q2 		$160M Sell
11,365,853
-259,242
-2% -$3.43M 0.15% 165
2018
Q1 		$151M Buy
11,625,095
+399,460
+4% +$5.11M 0.14% 173
2017
Q4 		$155M Sell
11,225,635
-812,130
-7% -$11M 0.14% 187
2017
Q3 		$158M Buy
12,037,765
+178,569
+2% +$2.3M 0.15% 167
2017
Q2 		$153M Buy
11,859,196
+6,973,902
+143% +$92.9M 0.15% 169
2017
Q1 		$63M Buy
4,885,294
+621,035
+15% +$7.94M 0.08% 273
2016
Q4 		$52.5M Buy
4,264,259
+1,023,027
+32% +$13.2M 0.07% 298
2016
Q3 		$47.9M Buy
3,241,232
+362,633
+13% +$5.49M 0.06% 300
2016
Q2 		$43.8M Sell
2,878,599
-1,147,368
-28% -$16.2M 0.06% 297
2016
Q1 		$52.3M Buy
4,025,967
+139,644
+4% +$1.59M 0.08% 266
2015
Q4 		$44.7M Buy
3,886,323
+82,723
+2% +$945K 0.07% 281
2015
Q3 		$42.1M Buy
3,803,600
+497,748
+15% +$6.18M 0.07% 297
2015
Q2 		$43.3M Buy
3,305,852
+1,509,232
+84% +$21M 0.06% 297
2015
Q1 		$26.5M Sell
1,796,620
-754,599
-30% -$11.2M 0.04% 435
2014
Q4 		$35.2M Buy
2,551,219
+272,775
+12% +$3.65M 0.05% 341
2014
Q3 		$27.9M Buy
2,278,444
+160,673
+8% +$2.14M 0.05% 383
2014
Q2 		$28M Sell
2,117,771
-1,014,996
-32% -$13.5M 0.05% 387
2014
Q1 		$40.1M Buy
3,132,767
+6,867
+0.2% +$88.2K 0.07% 313
2013
Q4 		$38.2M Sell
3,125,900
-354,862
-10% -$4.53M 0.07% 318
2013
Q3 		$42.4M Buy
3,480,762
+43,831
+1% +$585K 0.09% 264
2013
Q2 		$49.2M Buy
+3,436,931
New +$54.2M 0.11% 233

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

Principal Financial Group's MPT Position: Q1 2026 in Review

Principal Financial Group increased its Medical Properties Trust (MPT) stake by 2% in Q1 2026, buying an estimated $246K and bringing the position to 2,390,354 shares worth $11.1M. The position accounts for 0.01% of the portfolio, ranked #1275.

Principal Financial Group first reported a position in MPT in Q2 2013 and has held it in 52 quarters since. The position peaked at $490M in Q4 2021. 491 funds tracked by Wall St. Rank hold MPT as of Q1 2026.

  • Principal Financial Group held 2,390,354 shares of Medical Properties Trust worth $11.1M as of Q1 2026.
  • Principal Financial Group bought 47,170 Medical Properties Trust shares in Q1 2026, an estimated $246K.
  • Medical Properties Trust made up 0.01% of Principal Financial Group's portfolio in Q1 2026, its #1275 holding.
  • Principal Financial Group first reported a position in Medical Properties Trust in Q2 2013 and has held it in 52 quarters since.
  • Principal Financial Group's Medical Properties Trust position peaked at $490M in Q4 2021.
  • 491 funds tracked by Wall St. Rank held Medical Properties Trust as of Q1 2026.

Based on Principal Financial Group's 13F filing for Q1 2026, filed 4 May 2026.