Stifel Financial
MPT

Stifel Financial’s Medical Properties Trust MPT Stock Holding History

Stifel Financial’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 		$166K Sell
35,948
-56,149
-61% -$293K ﹤0.01% 3479
2025
Q4 		$460K Sell
92,097
-9,301
-9% -$48.4K ﹤0.01% 2913
2025
Q3 		$514K Sell
101,398
-372
-0.4% -$1.64K ﹤0.01% 2797
2025
Q2 		$439K Sell
101,770
-46,094
-31% -$228K ﹤0.01% 2848
2025
Q1 		$892K Buy
147,864
+1,602
+1% +$8.1K ﹤0.01% 2311
2024
Q4 		$578K Sell
146,262
-28,598
-16% -$128K ﹤0.01% 2592
2024
Q3 		$1.02M Sell
174,860
-23,520
-12% -$116K ﹤0.01% 2212
2024
Q2 		$855K Sell
198,380
-5,804
-3% -$27.8K ﹤0.01% 2266
2024
Q1 		$960K Sell
204,184
-307,313
-60% -$1.18M ﹤0.01% 2207
2023
Q4 		$2.51M Sell
511,497
-106,609
-17% -$522K ﹤0.01% 1517
2023
Q3 		$3.37M Sell
618,106
-261,766
-30% -$2.1M ﹤0.01% 1255
2023
Q2 		$8.15M Buy
879,872
+81,581
+10% +$690K 0.01% 802
2023
Q1 		$6.56M Buy
798,291
+95,760
+14% +$1.06M 0.01% 871
2022
Q4 		$7.83M Sell
702,531
-142,506
-17% -$1.66M 0.01% 763
2022
Q3 		$10M Buy
845,037
+255,146
+43% +$3.86M 0.02% 634
2022
Q2 		$9.01M Buy
589,891
+92,920
+19% +$1.67M 0.01% 697
2022
Q1 		$10.5M Buy
496,971
+90,653
+22% +$1.95M 0.01% 699
2021
Q4 		$9.6M Buy
406,318
+46,370
+13% +$993K 0.01% 762
2021
Q3 		$7.22M Buy
359,948
+37,059
+11% +$759K 0.01% 854
2021
Q2 		$6.49M Buy
322,889
+60,520
+23% +$1.29M 0.01% 886
2021
Q1 		$5.58M Buy
262,369
+46,541
+22% +$1M 0.01% 894
2020
Q4 		$4.7M Buy
215,828
+101,003
+88% +$1.97M 0.01% 908
2020
Q3 		$2.02M Buy
114,825
+13,229
+13% +$246K ﹤0.01% 1210
2020
Q2 		$1.91M Sell
101,596
-8,547
-8% -$151K ﹤0.01% 1183
2020
Q1 		$1.89M Sell
110,143
-8,356
-7% -$175K 0.01% 1068
2019
Q4 		$2.49M Sell
118,499
-99,618
-46% -$2.02M 0.01% 1198
2019
Q3 		$4.27M Buy
218,117
+146,127
+203% +$2.68M 0.01% 896
2019
Q2 		$1.26M Sell
71,990
-13,301
-16% -$239K ﹤0.01% 1661
2019
Q1 		$1.58M Buy
85,291
+33,878
+66% +$604K ﹤0.01% 1378
2018
Q4 		$823K Sell
51,413
-11,184
-18% -$177K ﹤0.01% 1664
2018
Q3 		$933K Buy
62,597
+5,786
+10% +$84.4K ﹤0.01% 1718
2018
Q2 		$797K Buy
56,811
+5,895
+12% +$78.1K ﹤0.01% 1771
2018
Q1 		$669K Sell
50,916
-9,176
-15% -$117K ﹤0.01% 1803
2017
Q4 		$827K Sell
60,092
-296
-0.5% -$4K ﹤0.01% 1632
2017
Q3 		$794K Buy
60,388
+1,652
+3% +$21.3K ﹤0.01% 1616
2017
Q2 		$751K Sell
58,736
-9,467
-14% -$126K ﹤0.01% 1624
2017
Q1 		$883K Buy
68,203
+10,026
+17% +$128K ﹤0.01% 1508
2016
Q4 		$712K Buy
58,177
+36,330
+166% +$470K ﹤0.01% 1584
2016
Q3 		$320K Sell
21,847
-6,630
-23% -$100K ﹤0.01% 1950
2016
Q2 		$434K Buy
28,477
+11,012
+63% +$156K ﹤0.01% 1848
2016
Q1 		$226K Sell
17,465
-4,995
-22% -$57K ﹤0.01% 1957
2015
Q4 		$258K Sell
22,460
-5,745
-20% -$65.6K ﹤0.01% 1992
2015
Q3 		$312K Sell
28,205
-2,500
-8% -$31K ﹤0.01% 1805
2015
Q2 		$402K Buy
30,705
+1,775
+6% +$24.8K ﹤0.01% 1800
2015
Q1 		$426K Buy
28,930
+8,758
+43% +$130K ﹤0.01% 1703
2014
Q4 		$278K Sell
20,172
-440
-2% -$5.89K ﹤0.01% 1913
2014
Q3 		$253K Buy
20,612
+2,989
+17% +$39.7K ﹤0.01% 1881
2014
Q2 		$233K Buy
17,623
+1,493
+9% +$19.8K ﹤0.01% 1919
2014
Q1 		$206K Buy
+16,130
New +$207K ﹤0.01% 1909

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

Stifel Financial's MPT Position: Q1 2026 in Review

Stifel Financial reduced its Medical Properties Trust (MPT) stake by 61% in Q1 2026, selling an estimated $293K and leaving 35,948 shares worth $166K. The position accounts for ﹤0.01% of the portfolio, ranked #3479.

Stifel Financial first reported a position in MPT in Q1 2014 and has held it in 49 quarters since. The position peaked at $10.5M in Q1 2022. 491 funds tracked by Wall St. Rank hold MPT as of Q1 2026.

  • Stifel Financial held 35,948 shares of Medical Properties Trust worth $166K as of Q1 2026.
  • Stifel Financial sold 56,149 Medical Properties Trust shares in Q1 2026, an estimated $293K.
  • Medical Properties Trust made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #3479 holding.
  • Stifel Financial first reported a position in Medical Properties Trust in Q1 2014 and has held it in 49 quarters since.
  • Stifel Financial's Medical Properties Trust position peaked at $10.5M in Q1 2022.
  • 491 funds tracked by Wall St. Rank held Medical Properties Trust as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.