SRC
MPT

Shufro Rose & Co’s Medical Properties Trust MPT Stock Holding History

Shufro Rose & Co’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 		$85.7K Sell
18,500
-12,200
-40% -$63.6K 0.01% 299
2025
Q4 		$154K Sell
30,700
-9,500
-24% -$49.5K 0.01% 283
2025
Q3 		$242K Sell
40,200
-800
-2% -$3.52K 0.02% 262
2025
Q2 		$247K Hold
41,000
– – 0.02% 256
2025
Q1 		$247K Hold
41,000
– – 0.02% 259
2024
Q4 		$162K Buy
41,000
+3,500
+9% +$15.7K 0.01% 279
2024
Q3 		$162K Hold
37,500
– – 0.01% 291
2024
Q2 		$162K Sell
37,500
-500
-1% -$2.4K 0.01% 291
2024
Q1 		$179K Sell
38,000
-18,100
-32% -$69.3K 0.01% 288
2023
Q4 		$306K Buy
56,100
+800
+1% +$3.92K 0.03% 218
2023
Q3 		$301K Buy
55,300
+2,100
+4% +$16.8K 0.03% 216
2023
Q2 		$493K Buy
53,200
+4,650
+10% +$39.3K 0.05% 166
2023
Q1 		$399K Buy
48,550
+4,950
+11% +$54.7K 0.04% 193
2022
Q4 		$486K Buy
43,600
+16,500
+61% +$192K 0.04% 174
2022
Q3 		$321K Buy
27,100
+2,000
+8% +$30.3K 0.03% 214
2022
Q2 		$383K Buy
25,100
+3,200
+15% +$57.6K 0.03% 192
2022
Q1 		$463K Sell
21,900
-11,000
-33% -$237K 0.04% 193
2021
Q4 		$777K Sell
32,900
-600
-2% -$12.9K 0.06% 140
2021
Q3 		$672K Buy
33,500
+500
+2% +$10.2K 0.05% 142
2021
Q2 		$663K Hold
33,000
– – 0.05% 143
2021
Q1 		$702K Sell
33,000
-17,400
-35% -$374K 0.06% 140
2020
Q4 		$1.1M Sell
50,400
-3,500
-6% -$68.2K 0.09% 104
2020
Q3 		$950K Hold
53,900
– – 0.09% 105
2020
Q2 		$1.01M Sell
53,900
-1,200
-2% -$21.3K 0.1% 97
2020
Q1 		$953K Sell
55,100
-2,200
-4% -$46K 0.11% 97
2019
Q4 		$1.21M Sell
57,300
-8,900
-13% -$180K 0.11% 102
2019
Q3 		$1.29M Sell
66,200
-2,000
-3% -$36.7K 0.13% 96
2019
Q2 		$1.19M Sell
68,200
-7,400
-10% -$133K 0.12% 104
2019
Q1 		$1.4M Sell
75,600
-21,100
-22% -$376K 0.14% 98
2018
Q4 		$1.55M Sell
96,700
-25,500
-21% -$403K 0.17% 91
2018
Q3 		$1.82M Sell
122,200
-29,200
-19% -$426K 0.17% 98
2018
Q2 		$2.13M Sell
151,400
-1,800
-1% -$23.8K 0.2% 89
2018
Q1 		$1.99M Buy
153,200
+2,900
+2% +$37.1K 0.2% 87
2017
Q4 		$2.07M Buy
150,300
+500
+0.3% +$6.76K 0.2% 88
2017
Q3 		$1.97M Buy
149,800
+43,200
+41% +$556K 0.2% 86
2017
Q2 		$1.37M Sell
106,600
-2,800
-3% -$37.3K 0.15% 92
2017
Q1 		$1.41M Buy
109,400
+70,300
+180% +$899K 0.15% 97
2016
Q4 		$481K Hold
39,100
– – 0.05% 160
2016
Q3 		$578K Sell
39,100
-4,866
-11% -$73.6K 0.06% 145
2016
Q2 		$669K Sell
43,966
-1,434
-3% -$20.3K 0.07% 136
2016
Q1 		$589K Hold
45,400
– – 0.07% 149
2015
Q4 		$522K Buy
45,400
+5,500
+14% +$62.8K 0.06% 153
2015
Q3 		$441K Buy
39,900
+8,800
+28% +$109K 0.05% 160
2015
Q2 		$407K Buy
31,100
+1,500
+5% +$20.9K 0.04% 174
2015
Q1 		$436K Hold
29,600
– – 0.04% 177
2014
Q4 		$407K Buy
29,600
+4,200
+17% +$56.3K 0.04% 179
2014
Q3 		$311K Hold
25,400
– – 0.03% 202
2014
Q2 		$336K Buy
25,400
+6,300
+33% +$83.6K 0.03% 193
2014
Q1 		$244K Buy
19,100
+5,700
+43% +$73.2K 0.03% 215
2013
Q4 		$163K Buy
+13,400
New +$171K 0.02% 241

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

Shufro Rose & Co's MPT Position: Q1 2026 in Review

Shufro Rose & Co reduced its Medical Properties Trust (MPT) stake by 40% in Q1 2026, selling an estimated $63.6K and leaving 18,500 shares worth $85.7K. The position accounts for 0.01% of the portfolio, ranked #299.

Shufro Rose & Co first reported a position in MPT in Q4 2013 and has held it in 50 quarters since. The position peaked at $2.13M in Q2 2018. 491 funds tracked by Wall St. Rank hold MPT as of Q1 2026.

  • Shufro Rose & Co held 18,500 shares of Medical Properties Trust worth $85.7K as of Q1 2026.
  • Shufro Rose & Co sold 12,200 Medical Properties Trust shares in Q1 2026, an estimated $63.6K.
  • Medical Properties Trust made up 0.01% of Shufro Rose & Co's portfolio in Q1 2026, its #299 holding.
  • Shufro Rose & Co first reported a position in Medical Properties Trust in Q4 2013 and has held it in 50 quarters since.
  • Shufro Rose & Co's Medical Properties Trust position peaked at $2.13M in Q2 2018.
  • 491 funds tracked by Wall St. Rank held Medical Properties Trust as of Q1 2026.

Based on Shufro Rose & Co's 13F filing for Q1 2026, filed 15 May 2026.