SAI
MPT

Savvy Advisors Inc’s Medical Properties Trust MPT Stock Holding History

Savvy Advisors Inc’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 		$66.6K Sell
14,415
-327
-2% -$1.62K ﹤0.01% 1240
2026
Q1 		$68.3K Buy
14,742
+3,411
+30% +$17.8K ﹤0.01% 1122
2025
Q4 		$56.7K Sell
11,331
-1,834
-14% -$9.55K ﹤0.01% 997
2025
Q3 		$66.7K Buy
+13,165
New +$58K ﹤0.01% 810
2025
Q2 		– Sell
-16,786
Closed -$101K – 665
2025
Q1 		$101K Sell
16,786
-253
-1% -$1.28K 0.01% 506
2024
Q4 		$67.3K Buy
17,039
+6,086
+56% +$27.3K 0.01% 442
2024
Q3 		$64.1K Buy
+10,953
New +$54K 0.01% 340

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

Savvy Advisors Inc's MPT Position: Q2 2026 in Review

Savvy Advisors Inc reduced its Medical Properties Trust (MPT) stake by 2.2% in Q2 2026, selling an estimated $1.62K and leaving 14,415 shares worth $66.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1240.

Savvy Advisors Inc first reported a position in MPT in Q3 2024 and has held it in 7 quarters since. The position peaked at $101K in Q1 2025. 489 funds tracked by Wall St. Rank hold MPT as of Q2 2026.

  • Savvy Advisors Inc held 14,415 shares of Medical Properties Trust worth $66.6K as of Q2 2026.
  • Savvy Advisors Inc sold 327 Medical Properties Trust shares in Q2 2026, an estimated $1.62K.
  • Medical Properties Trust made up ﹤0.01% of Savvy Advisors Inc's portfolio in Q2 2026, its #1240 holding.
  • Savvy Advisors Inc first reported a position in Medical Properties Trust in Q3 2024 and has held it in 7 quarters since.
  • Savvy Advisors Inc's Medical Properties Trust position peaked at $101K in Q1 2025.
  • 489 funds tracked by Wall St. Rank held Medical Properties Trust as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.