Sittner & Nelson’s Medical Properties Trust MPT Stock Holding History

Sittner & Nelson’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	$199K	Hold	43,000	–	–	0.07%	167
2025 Q4	$221K	Buy	43,000 +10,000	+30%	+$52.1K	0.08%	156
2025 Q3	$167K	Hold	33,000	–	–	0.06%	159
2025 Q2	$142K	Hold	33,000	–	–	0.06%	168
2025 Q1	$199K	Buy	+33,000	New	+$167K	0.08%	141
2024 Q4	–	Sell	-40,000	Closed	-$234K	–	498
2024 Q3	$234K	Buy	+40,000	New	+$197K	0.1%	122
2023 Q4	–	Sell	-375	Closed	-$2.04K	–	478
2023 Q3	$2.04K	Hold	375	–	–	﹤0.01%	422
2023 Q2	$3.47K	Sell	375 -20,186	-98%	-$171K	﹤0.01%	427
2023 Q1	$169K	Buy	20,561 +9	+0%	+$99	0.1%	126
2022 Q4	$229K	Buy	20,552 +7,510	+58%	+$87.3K	0.14%	109
2022 Q3	$155K	Buy	13,042 +6,006	+85%	+$91K	0.1%	119
2022 Q2	$107K	Buy	7,036 +1,000	+17%	+$18K	0.07%	139
2022 Q1	$128K	Buy	6,036 +36	+0.6%	+$776	0.07%	129
2021 Q4	$142K	Buy	6,000 +3,000	+100%	+$64.3K	0.08%	122
2021 Q3	$60K	Buy	+3,000	New	+$61.5K	0.04%	174

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

Sittner & Nelson's MPT Position: Q1 2026 in Review

Sittner & Nelson held its Medical Properties Trust (MPT) position steady in Q1 2026 at 43,000 shares worth $199K. The position accounts for 0.07% of the portfolio, ranked #167.

Sittner & Nelson first reported a position in MPT in Q3 2021 and has held it in 15 quarters since. The position peaked at $234K in Q3 2024. 491 funds tracked by Wall St. Rank hold MPT as of Q1 2026.

Sittner & Nelson held 43,000 shares of Medical Properties Trust worth $199K as of Q1 2026.
Sittner & Nelson left its Medical Properties Trust share count unchanged in Q1 2026.
Medical Properties Trust made up 0.07% of Sittner & Nelson's portfolio in Q1 2026, its #167 holding.
Sittner & Nelson first reported a position in Medical Properties Trust in Q3 2021 and has held it in 15 quarters since.
Sittner & Nelson's Medical Properties Trust position peaked at $234K in Q3 2024.
491 funds tracked by Wall St. Rank held Medical Properties Trust as of Q1 2026.

Based on Sittner & Nelson's 13F filing for Q1 2026, filed 12 May 2026.