SIM
MPT

Samara Investment Management’s Medical Properties Trust MPT Stock Holding History

Samara Investment Management’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 		$52.4K Hold
11,337
– – 0.05% 71
2026
Q1 		$52.5K Buy
+11,337
New +$59.1K 0.05% 72

Other funds holding MPT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
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
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

Samara Investment Management's MPT Position: Q2 2026 in Review

Samara Investment Management held its Medical Properties Trust (MPT) position steady in Q2 2026 at 11,337 shares worth $52.4K. The position accounts for 0.05% of the portfolio, ranked #71.

Samara Investment Management first reported a position in MPT in Q1 2026 and has held it in 2 quarters since. The position peaked at $52.5K in Q1 2026. 489 funds tracked by Wall St. Rank hold MPT as of Q2 2026.

  • Samara Investment Management held 11,337 shares of Medical Properties Trust worth $52.4K as of Q2 2026.
  • Samara Investment Management left its Medical Properties Trust share count unchanged in Q2 2026.
  • Medical Properties Trust made up 0.05% of Samara Investment Management's portfolio in Q2 2026, its #71 holding.
  • Samara Investment Management first reported a position in Medical Properties Trust in Q1 2026 and has held it in 2 quarters since.
  • Samara Investment Management's Medical Properties Trust position peaked at $52.5K in Q1 2026.
  • 489 funds tracked by Wall St. Rank held Medical Properties Trust as of Q2 2026.

Based on Samara Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.