SPIA
MPT

Steward Partners Investment Advisory’s Medical Properties Trust MPT Stock Holding History

Steward Partners Investment Advisory’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 		$108K Buy
23,235
+109
+0.5% +$568 ﹤0.01% 2335
2025
Q4 		$116K Buy
23,126
+61
+0.3% +$318 ﹤0.01% 2220
2025
Q3 		$117K Sell
23,065
-75
-0.3% -$330 ﹤0.01% 2134
2025
Q2 		$99.7K Sell
23,140
-194
-0.8% -$959 ﹤0.01% 2116
2025
Q1 		$141K Buy
23,334
+1,297
+6% +$6.56K ﹤0.01% 1823
2024
Q4 		$87K Sell
22,037
-3,583
-14% -$16K ﹤0.01% 2051
2024
Q3 		$150K Sell
25,620
-2,910
-10% -$14.3K ﹤0.01% 1665
2024
Q2 		$123K Buy
28,530
+3,154
+12% +$15.1K ﹤0.01% 1676
2024
Q1 		$119K Sell
25,376
-1,439
-5% -$5.51K ﹤0.01% 1674
2023
Q4 		$132K Sell
26,815
-13,199
-33% -$64.6K ﹤0.01% 1559
2023
Q3 		$218K Sell
40,014
-12,063
-23% -$96.6K ﹤0.01% 1248
2023
Q2 		$482K Buy
52,077
+10,371
+25% +$87.7K 0.01% 946
2023
Q1 		$343K Sell
41,706
-281,679
-87% -$3.11M 0.01% 1063
2022
Q4 		$3.6M Buy
323,385
+306,219
+1,784% +$3.56M 0.06% 313
2022
Q3 		$204K Buy
17,166
+4,112
+31% +$62.3K ﹤0.01% 1193
2022
Q2 		$199K Sell
13,054
-13,501
-51% -$243K ﹤0.01% 1210
2022
Q1 		$561K Sell
26,555
-1,940
-7% -$41.8K 0.01% 887
2021
Q4 		$673K Sell
28,495
-110
-0.4% -$2.36K 0.01% 844
2021
Q3 		$574K Buy
28,605
+5,713
+25% +$117K 0.01% 860
2021
Q2 		$460K Buy
22,892
+408
+2% +$8.73K 0.01% 969
2021
Q1 		$478K Buy
22,484
+12,924
+135% +$278K 0.01% 910
2020
Q4 		$208K Sell
9,560
-1,500
-14% -$29.2K ﹤0.01% 1056
2020
Q3 		$195K Buy
11,060
+260
+2% +$4.84K ﹤0.01% 952
2020
Q2 		$203K Buy
10,800
+1,230
+13% +$21.8K 0.01% 879
2020
Q1 		$165K Sell
9,570
-115
-1% -$2.4K 0.01% 851
2019
Q4 		$204K Buy
9,685
+300
+3% +$6.07K 0.01% 878
2019
Q3 		$183K Buy
9,385
+4,000
+74% +$73.5K 0.01% 875
2019
Q2 		$93K Buy
+5,385
New +$97K ﹤0.01% 1087
2018
Q4 		– Sell
-4,700
Closed -$70K – 1607
2018
Q3 		$70K Sell
4,700
-66
-1% -$963 ﹤0.01% 1060
2018
Q2 		$67K Buy
4,766
+399
+9% +$5.29K ﹤0.01% 986
2018
Q1 		$56K Buy
+4,367
New +$55.9K ﹤0.01% 967

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

Steward Partners Investment Advisory's MPT Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its Medical Properties Trust (MPT) stake by 0.47% in Q1 2026, buying an estimated $568 and bringing the position to 23,235 shares worth $108K. The position accounts for ﹤0.01% of the portfolio, ranked #2335.

Steward Partners Investment Advisory first reported a position in MPT in Q1 2018 and has held it in 31 quarters since. The position peaked at $3.6M in Q4 2022. 491 funds tracked by Wall St. Rank hold MPT as of Q1 2026.

  • Steward Partners Investment Advisory held 23,235 shares of Medical Properties Trust worth $108K as of Q1 2026.
  • Steward Partners Investment Advisory bought 109 Medical Properties Trust shares in Q1 2026, an estimated $568.
  • Medical Properties Trust made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #2335 holding.
  • Steward Partners Investment Advisory first reported a position in Medical Properties Trust in Q1 2018 and has held it in 31 quarters since.
  • Steward Partners Investment Advisory's Medical Properties Trust position peaked at $3.6M in Q4 2022.
  • 491 funds tracked by Wall St. Rank held Medical Properties Trust as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.