Rothschild Investment LLC’s Medical Properties Trust MPT Stock Holding History

Rothschild Investment LLC’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 Q2	$226K	Buy	48,992 +34,664	+242%	+$172K	0.01%	825
2026 Q1	$66.3K	Buy	14,328 +7,021	+96%	+$36.6K	﹤0.01%	1041
2025 Q4	$36.5K	Sell	7,307 -344	-4%	-$1.79K	﹤0.01%	1122
2025 Q3	$38.8K	Buy	+7,651	New	+$33.7K	﹤0.01%	1072
2023 Q2	–	Sell	-24,000	Closed	-$197K	–	503
2023 Q1	$197K	Sell	24,000 -2,000	-8%	-$22.1K	0.02%	445
2022 Q4	$290K	Hold	26,000	–	–	0.03%	378
2022 Q3	$308K	Hold	26,000	–	–	0.03%	353
2022 Q2	$397K	Sell	26,000 -2,000	-7%	-$36K	0.04%	329
2022 Q1	$592K	Hold	28,000	–	–	0.05%	292
2021 Q4	$662K	Hold	28,000	–	–	0.05%	282
2021 Q3	$562K	Hold	28,000	–	–	0.05%	291
2021 Q2	$563K	Hold	28,000	–	–	0.04%	305
2021 Q1	$596K	Hold	28,000	–	–	0.05%	285
2020 Q4	$610K	Hold	28,000	–	–	0.06%	258
2020 Q3	$494K	Hold	28,000	–	–	0.05%	263
2020 Q2	$526K	Hold	28,000	–	–	0.06%	241
2020 Q1	$484K	Hold	28,000	–	–	0.06%	247
2019 Q4	$591K	Hold	28,000	–	–	0.06%	271
2019 Q3	$548K	Hold	28,000	–	–	0.06%	242
2019 Q2	$488K	Hold	28,000	–	–	0.06%	257
2019 Q1	$518K	Hold	28,000	–	–	0.06%	247
2018 Q4	$450K	Hold	28,000	–	–	0.06%	247
2018 Q3	$417K	Hold	28,000	–	–	0.05%	260
2018 Q2	$393K	Hold	28,000	–	–	0.05%	265
2018 Q1	$364K	Sell	28,000 -95,450	-77%	-$1.22M	0.05%	276
2017 Q4	$1.7M	Sell	123,450 -2,750	-2%	-$37.2K	0.18%	132
2017 Q3	$1.66M	Buy	126,200 +2,750	+2%	+$35.4K	0.19%	133
2017 Q2	$1.59M	Sell	123,450 -3,600	-3%	-$47.9K	0.18%	140
2017 Q1	$1.64M	Sell	127,050 -700	-0.5%	-$8.95K	0.19%	129
2016 Q4	$1.57M	Buy	127,750 +14,250	+13%	+$184K	0.19%	132
2016 Q3	$1.68M	Sell	113,500 -850	-0.7%	-$12.9K	0.21%	126
2016 Q2	$1.74M	Sell	114,350 -11,250	-9%	-$159K	0.22%	117
2016 Q1	$1.63M	Buy	125,600 +6,400	+5%	+$73K	0.21%	119
2015 Q4	$1.37M	Buy	119,200 +4,250	+4%	+$48.5K	0.17%	141
2015 Q3	$1.27M	Buy	114,950 +15,250	+15%	+$189K	0.17%	143
2015 Q2	$1.31M	Sell	99,700 -1,750	-2%	-$24.4K	0.15%	163
2015 Q1	$1.5M	Buy	101,450 +850	+0.8%	+$12.6K	0.17%	133
2014 Q4	$1.39M	Buy	100,600 +5,000	+5%	+$67K	0.17%	138
2014 Q3	$1.17M	Buy	95,600 +2,000	+2%	+$26.6K	0.14%	165
2014 Q2	$1.24M	Buy	93,600 +3,500	+4%	+$46.5K	0.16%	142
2014 Q1	$1.15M	Buy	90,100 +15,500	+21%	+$199K	0.16%	140
2013 Q4	$912K	Sell	74,600 -9,750	-12%	-$124K	0.12%	170
2013 Q3	$1.03M	Buy	84,350 +10,750	+15%	+$144K	0.15%	135
2013 Q2	$1.05M	Buy	+73,600	New	+$1.16M	0.17%	127

Other funds holding MPT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

WAM

Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JAM

Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return

ACM

Advisors Capital Management Ridgewood, New Jersey $9.45B AUM 27.66% 1-Year Est. Return

Rothschild Investment LLC's MPT Position: Q2 2026 in Review

Rothschild Investment LLC increased its Medical Properties Trust (MPT) stake by 242% in Q2 2026, buying an estimated $172K and bringing the position to 48,992 shares worth $226K. The position accounts for 0.01% of the portfolio, ranked #825.

Rothschild Investment LLC first reported a position in MPT in Q2 2013 and has held it in 44 quarters since. The position peaked at $1.74M in Q2 2016. 383 funds tracked by Wall St. Rank hold MPT as of Q2 2026.

Rothschild Investment LLC held 48,992 shares of Medical Properties Trust worth $226K as of Q2 2026.
Rothschild Investment LLC bought 34,664 Medical Properties Trust shares in Q2 2026, an estimated $172K.
Medical Properties Trust made up 0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #825 holding.
Rothschild Investment LLC first reported a position in Medical Properties Trust in Q2 2013 and has held it in 44 quarters since.
Rothschild Investment LLC's Medical Properties Trust position peaked at $1.74M in Q2 2016.
383 funds tracked by Wall St. Rank held Medical Properties Trust as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.