Shelton Capital Management’s Medical Properties Trust MPT Stock Holding History

Shelton Capital 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 Q1	$74.5K	Hold	16,086	–	–	﹤0.01%	712
2025 Q4	$80.4K	Sell	16,086 -6,226	-28%	-$32.4K	﹤0.01%	695
2025 Q3	$113K	Hold	22,312	–	–	﹤0.01%	714
2025 Q2	$96.2K	Sell	22,312 -1,122	-5%	-$5.54K	﹤0.01%	703
2025 Q1	$141K	Hold	23,434	–	–	﹤0.01%	680
2024 Q4	$92.6K	Sell	23,434 -2,907	-11%	-$13K	﹤0.01%	722
2024 Q3	$154K	Hold	26,341	–	–	﹤0.01%	728
2024 Q2	$114K	Buy	26,341 +13,138	+100%	+$63K	﹤0.01%	706
2024 Q1	$62.1K	Sell	13,203 -11,583	-47%	-$44.3K	﹤0.01%	738
2023 Q4	$122K	Sell	24,786 -4,653	-16%	-$22.8K	﹤0.01%	718
2023 Q3	$160K	Hold	29,439	–	–	0.01%	676
2023 Q2	$273K	Sell	29,439 -910	-3%	-$7.7K	0.01%	545
2023 Q1	$249K	Hold	30,349	–	–	0.01%	573
2022 Q4	$338K	Sell	30,349 -1,223	-4%	-$14.2K	0.04%	385
2022 Q3	$374K	Hold	31,572	–	–	0.02%	369
2022 Q2	$482K	Hold	31,572	–	–	0.02%	330
2022 Q1	$667K	Hold	31,572	–	–	0.02%	314
2021 Q4	$746K	Sell	31,572 -1,096	-3%	-$23.5K	0.03%	299
2021 Q3	$656K	Hold	32,668	–	–	0.03%	313
2021 Q2	$657K	Buy	32,668 +2,518	+8%	+$53.9K	0.02%	324
2021 Q1	$642K	Hold	30,150	–	–	0.02%	333
2020 Q4	$657K	Hold	30,150	–	–	0.03%	305
2020 Q3	$532K	Hold	30,150	–	–	0.02%	427
2020 Q2	$567K	Sell	30,150 -1,448	-5%	-$25.6K	0.03%	310
2020 Q1	$546K	Hold	31,598	–	–	0.04%	276
2019 Q4	$667K	Buy	31,598 +5,853	+23%	+$118K	0.04%	288
2019 Q3	$504K	Hold	25,745	–	–	0.03%	341
2019 Q2	$449K	Buy	25,745 +25,268	+5,297%	+$455K	0.03%	377
2019 Q1	$25.7K	Sell	477 -25,268	-98%	-$450K	0.1%	191
2018 Q4	$414K	Hold	25,745	–	–	0.03%	359
2018 Q3	$384K	Hold	25,745	–	–	0.02%	459
2018 Q2	$361K	Hold	25,745	–	–	0.02%	479
2018 Q1	$335K	Sell	25,745 -1,915	-7%	-$24.5K	0.02%	506
2017 Q4	$381K	Hold	27,660	–	–	0.02%	474
2017 Q3	$363K	Hold	27,660	–	–	0.02%	481
2017 Q2	$356K	Buy	27,660 +11,382	+70%	+$152K	0.03%	486
2017 Q1	$210K	Sell	16,278 -19,953	-55%	-$255K	0.01%	790
2016 Q4	$446K	Hold	36,231	–	–	0.03%	407
2016 Q3	$535K	Buy	36,231 +16,278	+82%	+$246K	0.04%	343
2016 Q2	$303K	Hold	19,953	–	–	0.03%	548
2016 Q1	$259K	Buy	19,953 +1,884	+10%	+$21.5K	0.02%	626
2015 Q4	$208K	Hold	18,069	–	–	0.02%	698
2015 Q3	$200K	Buy	18,069 +4,486	+33%	+$55.7K	0.02%	703
2015 Q2	$178K	Hold	13,583	–	–	0.02%	755
2015 Q1	$200K	Hold	13,583	–	–	0.02%	769
2014 Q4	$187K	Hold	13,583	–	–	0.02%	768
2014 Q3	$167K	Hold	13,583	–	–	0.02%	737
2014 Q2	$180K	Buy	13,583 +1,538	+13%	+$20.4K	0.03%	776
2014 Q1	$154K	Hold	12,045	–	–	0.02%	749
2013 Q4	$147K	Buy	12,045 +1,189	+11%	+$15.2K	0.02%	733
2013 Q3	$132K	Buy	+10,856	New	+$145K	0.02%	676

Other funds holding MPT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

Shelton Capital Management's MPT Position: Q1 2026 in Review

Shelton Capital Management held its Medical Properties Trust (MPT) position steady in Q1 2026 at 16,086 shares worth $74.5K. The position accounts for ﹤0.01% of the portfolio, ranked #712.

Shelton Capital Management first reported a position in MPT in Q3 2013 and has held it in 51 quarters since. The position peaked at $746K in Q4 2021. 491 funds tracked by Wall St. Rank hold MPT as of Q1 2026.

Shelton Capital Management held 16,086 shares of Medical Properties Trust worth $74.5K as of Q1 2026.
Shelton Capital Management left its Medical Properties Trust share count unchanged in Q1 2026.
Medical Properties Trust made up ﹤0.01% of Shelton Capital Management's portfolio in Q1 2026, its #712 holding.
Shelton Capital Management first reported a position in Medical Properties Trust in Q3 2013 and has held it in 51 quarters since.
Shelton Capital Management's Medical Properties Trust position peaked at $746K in Q4 2021.
491 funds tracked by Wall St. Rank held Medical Properties Trust as of Q1 2026.

Based on Shelton Capital Management's 13F filing for Q1 2026, filed 15 May 2026.