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 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 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

Summit Financial's MPT Position: Q1 2026 in Review

Summit Financial reduced its Medical Properties Trust (MPT) stake by 0.16% in Q1 2026, selling an estimated $99 and leaving 11,936 shares worth $56.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1392.

Summit Financial first reported a position in MPT in Q1 2024 and has held it in 9 quarters since. The position peaked at $137K in Q3 2024. 491 funds tracked by Wall St. Rank hold MPT as of Q1 2026.

Summit Financial held 11,936 shares of Medical Properties Trust worth $56.3K as of Q1 2026.
Summit Financial sold 19 Medical Properties Trust shares in Q1 2026, an estimated $99.
Medical Properties Trust made up ﹤0.01% of Summit Financial's portfolio in Q1 2026, its #1392 holding.
Summit Financial first reported a position in Medical Properties Trust in Q1 2024 and has held it in 9 quarters since.
Summit Financial's Medical Properties Trust position peaked at $137K in Q3 2024.
491 funds tracked by Wall St. Rank held Medical Properties Trust as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.