SOS
MPT

Silver Oak Securities’s Medical Properties Trust MPT Stock Holding History

Silver Oak Securities’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 		– Sell
-10,106
Closed -$51.1K – 836
2025
Q4 		$51.1K Buy
+10,106
New +$52.6K ﹤0.01% 796
2025
Q3 		– Sell
-10,126
Closed -$43.6K – 797
2025
Q2 		$43.6K Sell
10,126
-731
-7% -$3.61K ﹤0.01% 682
2025
Q1 		$65.6K Buy
10,857
+203
+2% +$1.03K 0.01% 627
2024
Q4 		$39.6K Buy
+10,654
New +$47.7K ﹤0.01% 617

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

Silver Oak Securities's MPT Position: Q1 2026 in Review

Silver Oak Securities sold out of Medical Properties Trust (MPT) in Q1 2026, closing a stake of 10,106 shares — an estimated $51.1K sold.

Silver Oak Securities first reported a position in MPT in Q4 2024 and held it in 4 quarters. The position peaked at $65.6K in Q1 2025. 491 funds tracked by Wall St. Rank hold MPT as of Q1 2026.

  • Silver Oak Securities reported no remaining Medical Properties Trust position as of Q1 2026 after selling out during the quarter.
  • Silver Oak Securities sold 10,106 Medical Properties Trust shares in Q1 2026, an estimated $51.1K.
  • Silver Oak Securities first reported a position in Medical Properties Trust in Q4 2024 and held it in 4 quarters.
  • Silver Oak Securities's Medical Properties Trust position peaked at $65.6K in Q1 2025.
  • 491 funds tracked by Wall St. Rank held Medical Properties Trust as of Q1 2026.

Based on Silver Oak Securities's 13F filing for Q1 2026, filed 20 Apr 2026.