PS
MPT

Principal Securities’s Medical Properties Trust MPT Stock Holding History

Principal Securities’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
2025
Q4 		– Sell
-361
Closed -$1.83K – 2685
2025
Q3 		$1.83K Sell
361
-284
-44% -$1.25K ﹤0.01% 3258
2025
Q2 		$2.78K Sell
645
-2,029
-76% -$10K ﹤0.01% 3041
2025
Q1 		$10.6K Hold
2,674
– – ﹤0.01% 2495
2024
Q4 		$10.6K Sell
2,674
-6,518
-71% -$29.2K ﹤0.01% 2491
2024
Q3 		$53.8K Sell
9,192
-2,093
-19% -$10.3K ﹤0.01% 1659
2024
Q2 		$48.6K Buy
11,285
+1,400
+14% +$6.71K ﹤0.01% 1639
2024
Q1 		$46.5K Sell
9,885
-351
-3% -$1.34K ﹤0.01% 1603
2023
Q4 		$50.3K Buy
+10,236
New +$50.1K ﹤0.01% 1486

Other funds holding MPT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Principal Securities's MPT Position: Q4 2025 in Review

Principal Securities sold out of Medical Properties Trust (MPT) in Q4 2025, closing a stake of 361 shares — an estimated $1.83K sold.

Principal Securities first reported a position in MPT in Q4 2023 and held it in 8 quarters. The position peaked at $53.8K in Q3 2024. 485 funds tracked by Wall St. Rank hold MPT as of Q4 2025.

  • Principal Securities reported no remaining Medical Properties Trust position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 361 Medical Properties Trust shares in Q4 2025, an estimated $1.83K.
  • Principal Securities first reported a position in Medical Properties Trust in Q4 2023 and held it in 8 quarters.
  • Principal Securities's Medical Properties Trust position peaked at $53.8K in Q3 2024.
  • 485 funds tracked by Wall St. Rank held Medical Properties Trust as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.