SF
MPT

Summit Financial’s Medical Properties Trust MPT Stock Holding History

Summit 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
Q2 		$52K Sell
11,028
-908
-8% -$4.5K ﹤0.01% 1573
2026
Q1 		$56.3K Sell
11,936
-19
-0.2% -$99 ﹤0.01% 1392
2025
Q4 		$60.8K Sell
11,955
-4,505
-27% -$23.5K ﹤0.01% 1278
2025
Q3 		$83.5K Sell
16,460
-7,792
-32% -$34.3K ﹤0.01% 1224
2025
Q2 		$106K Buy
24,252
+6,658
+38% +$32.9K ﹤0.01% 802
2025
Q1 		$106K Sell
17,594
-6,184
-26% -$31.3K ﹤0.01% 702
2024
Q4 		$95.8K Buy
23,778
+656
+3% +$2.94K ﹤0.01% 631
2024
Q3 		$137K Sell
23,122
-2,905
-11% -$14.3K 0.01% 538
2024
Q2 		$116K Buy
26,027
+11,234
+76% +$53.8K 0.01% 486
2024
Q1 		$69.5K Buy
+14,793
New +$56.6K ﹤0.01% 380

Other funds holding MPT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
WAM
Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

Summit Financial's MPT Position: Q2 2026 in Review

Summit Financial reduced its Medical Properties Trust (MPT) stake by 7.6% in Q2 2026, selling an estimated $4.5K and leaving 11,028 shares worth $52K. The position accounts for ﹤0.01% of the portfolio, ranked #1573.

Summit Financial first reported a position in MPT in Q1 2024 and has held it in 10 quarters since. The position peaked at $137K in Q3 2024. 489 funds tracked by Wall St. Rank hold MPT as of Q2 2026.

  • Summit Financial held 11,028 shares of Medical Properties Trust worth $52K as of Q2 2026.
  • Summit Financial sold 908 Medical Properties Trust shares in Q2 2026, an estimated $4.5K.
  • Medical Properties Trust made up ﹤0.01% of Summit Financial's portfolio in Q2 2026, its #1573 holding.
  • Summit Financial first reported a position in Medical Properties Trust in Q1 2024 and has held it in 10 quarters since.
  • Summit Financial's Medical Properties Trust position peaked at $137K in Q3 2024.
  • 489 funds tracked by Wall St. Rank held Medical Properties Trust as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.