SIC
MPT

Samalin Investment Counsel’s Medical Properties Trust MPT Stock Holding History

Samalin Investment Counsel’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 		$573K Sell
123,770
-17,118
-12% -$89.3K 0.2% 144
2025
Q4 		$704K Sell
140,888
-23,248
-14% -$121K 0.25% 118
2025
Q3 		$832K Buy
164,136
+35,661
+28% +$157K 0.29% 99
2025
Q2 		$554K Buy
128,475
+16,522
+15% +$81.7K 0.21% 153
2025
Q1 		$675K Buy
111,953
+3,717
+3% +$18.8K 0.27% 109
2024
Q4 		$428K Sell
108,236
-41,102
-28% -$184K 0.18% 181
2024
Q3 		$874K Buy
149,338
+1,192
+0.8% +$5.88K 0.38% 69
2024
Q2 		$639K Sell
148,146
-24,117
-14% -$116K 0.3% 97
2024
Q1 		$810K Buy
172,263
+54,274
+46% +$208K 0.39% 69
2023
Q4 		$579K Buy
117,989
+50,199
+74% +$246K 0.29% 106
2023
Q3 		$369K Buy
67,790
+12,849
+23% +$103K 0.21% 145
2023
Q2 		$509K Buy
54,941
+11,792
+27% +$99.7K 0.28% 109
2023
Q1 		$355K Buy
43,149
+20,682
+92% +$228K 0.21% 138
2022
Q4 		$250K Buy
22,467
+7,233
+47% +$84.1K 0.16% 183
2022
Q3 		$181K Buy
15,234
+2,185
+17% +$33.1K 0.13% 198
2022
Q2 		$199K Buy
13,049
+1,196
+10% +$21.5K 0.14% 197
2022
Q1 		$251K Buy
11,853
+583
+5% +$12.6K 0.15% 197
2021
Q4 		$266K Buy
+11,270
New +$241K 0.16% 185

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

Samalin Investment Counsel's MPT Position: Q1 2026 in Review

Samalin Investment Counsel reduced its Medical Properties Trust (MPT) stake by 12% in Q1 2026, selling an estimated $89.3K and leaving 123,770 shares worth $573K. The position accounts for 0.2% of the portfolio, ranked #144.

Samalin Investment Counsel first reported a position in MPT in Q4 2021 and has held it in 18 quarters since. The position peaked at $874K in Q3 2024. 491 funds tracked by Wall St. Rank hold MPT as of Q1 2026.

  • Samalin Investment Counsel held 123,770 shares of Medical Properties Trust worth $573K as of Q1 2026.
  • Samalin Investment Counsel sold 17,118 Medical Properties Trust shares in Q1 2026, an estimated $89.3K.
  • Medical Properties Trust made up 0.2% of Samalin Investment Counsel's portfolio in Q1 2026, its #144 holding.
  • Samalin Investment Counsel first reported a position in Medical Properties Trust in Q4 2021 and has held it in 18 quarters since.
  • Samalin Investment Counsel's Medical Properties Trust position peaked at $874K in Q3 2024.
  • 491 funds tracked by Wall St. Rank held Medical Properties Trust as of Q1 2026.

Based on Samalin Investment Counsel's 13F filing for Q1 2026, filed 23 Apr 2026.