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
2024
Q4 		– Hold
0
– -$43.1K – 317
2024
Q3 		– Hold
0
– – – 309
2024
Q2 		– Hold
0
– – – 309
2024
Q1 		– Hold
0
– – – 310

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.