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
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 $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

Savvy Advisors Inc's MPT Position: Q1 2026 in Review

Savvy Advisors Inc increased its Medical Properties Trust (MPT) stake by 30% in Q1 2026, buying an estimated $17.8K and bringing the position to 14,742 shares worth $68.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1122.

Savvy Advisors Inc first reported a position in MPT in Q3 2024 and has held it in 6 quarters since. The position peaked at $101K in Q1 2025. 491 funds tracked by Wall St. Rank hold MPT as of Q1 2026.

  • Savvy Advisors Inc held 14,742 shares of Medical Properties Trust worth $68.3K as of Q1 2026.
  • Savvy Advisors Inc bought 3,411 Medical Properties Trust shares in Q1 2026, an estimated $17.8K.
  • Medical Properties Trust made up ﹤0.01% of Savvy Advisors Inc's portfolio in Q1 2026, its #1122 holding.
  • Savvy Advisors Inc first reported a position in Medical Properties Trust in Q3 2024 and has held it in 6 quarters since.
  • Savvy Advisors Inc's Medical Properties Trust position peaked at $101K in Q1 2025.
  • 491 funds tracked by Wall St. Rank held Medical Properties Trust as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.