Raymond James Financial
MPT

Raymond James Financial’s Medical Properties Trust MPT Stock Holding History

Raymond James Financial’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 		$1.4M Sell
302,895
-60,870
-17% -$317K ﹤0.01% 3622
2025
Q4 		$1.82M Sell
363,765
-73,579
-17% -$383K ﹤0.01% 3347
2025
Q3 		$2.22M Sell
437,344
-106,990
-20% -$471K ﹤0.01% 3097
2025
Q2 		$2.35M Sell
544,334
-12,732
-2% -$62.9K ﹤0.01% 2950
2025
Q1 		$3.36M Buy
557,066
+21,775
+4% +$110K ﹤0.01% 2611
2024
Q4 		$2.11M Buy
+535,291
New +$2.4M ﹤0.01% 2928

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

Raymond James Financial's MPT Position: Q1 2026 in Review

Raymond James Financial reduced its Medical Properties Trust (MPT) stake by 17% in Q1 2026, selling an estimated $317K and leaving 302,895 shares worth $1.4M. The position accounts for ﹤0.01% of the portfolio, ranked #3622.

Raymond James Financial first reported a position in MPT in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.36M in Q1 2025. 491 funds tracked by Wall St. Rank hold MPT as of Q1 2026.

  • Raymond James Financial held 302,895 shares of Medical Properties Trust worth $1.4M as of Q1 2026.
  • Raymond James Financial sold 60,870 Medical Properties Trust shares in Q1 2026, an estimated $317K.
  • Medical Properties Trust made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #3622 holding.
  • Raymond James Financial first reported a position in Medical Properties Trust in Q4 2024 and has held it in 6 quarters since.
  • Raymond James Financial's Medical Properties Trust position peaked at $3.36M in Q1 2025.
  • 491 funds tracked by Wall St. Rank held Medical Properties Trust as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.