SSG
MPT

Summit Securities Group’s Medical Properties Trust MPT Stock Holding History

Summit Securities Group’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 		$14.8K Sell
3,200
-77,400
-96% -$404K ﹤0.01% 587
2025
Q4 		$403K Sell
80,600
-8,400
-9% -$43.7K 0.05% 224
2025
Q3 		$451K Buy
89,000
+67,980
+323% +$299K 0.09% 175
2025
Q2 		$90.6K Buy
21,020
+2,020
+11% +$9.98K 0.02% 378
2025
Q1 		$115K Sell
19,000
-16,000
-46% -$80.9K 0.02% 218
2024
Q4 		$138K Sell
35,000
-25,900
-43% -$116K 0.03% 209
2024
Q3 		$356K Sell
60,900
-46,139
-43% -$227K 0.09% 120
2024
Q2 		$461K Buy
107,039
+92,165
+620% +$442K 0.09% 104
2024
Q1 		$70K Buy
+14,874
New +$56.9K 0.01% 225
2023
Q3 		– Sell
-800
Closed -$7K – 862
2023
Q2 		$7K Sell
800
-18,500
-96% -$156K ﹤0.01% 804
2023
Q1 		$159K Buy
+19,300
New +$213K 0.01% 238
2022
Q3 		– Sell
-37,109
Closed -$562K – 1078
2022
Q2 		$567K Buy
+37,109
New +$668K 0.07% 177
2016
Q1 		– Sell
-17,508
Closed -$202K – 269
2015
Q4 		$202K Sell
17,508
-37,316
-68% -$426K 0.07% 198
2015
Q3 		$606K Buy
+54,824
New +$680K 0.44% 39
2014
Q3 		– Sell
-200
Closed -$3K – 762
2014
Q2 		$3K Buy
+200
New +$2.65K ﹤0.01% 472
2014
Q1 		– Sell
-400
Closed -$5K – 522
2013
Q4 		$5K Buy
+400
New +$5.11K ﹤0.01% 388

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

Summit Securities Group's MPT Position: Q1 2026 in Review

Summit Securities Group reduced its Medical Properties Trust (MPT) stake by 96% in Q1 2026, selling an estimated $404K and leaving 3,200 shares worth $14.8K. The position accounts for ﹤0.01% of the portfolio, ranked #587.

Summit Securities Group first reported a position in MPT in Q4 2013 and has held it in 16 quarters since. The position peaked at $606K in Q3 2015. 491 funds tracked by Wall St. Rank hold MPT as of Q1 2026.

  • Summit Securities Group held 3,200 shares of Medical Properties Trust worth $14.8K as of Q1 2026.
  • Summit Securities Group sold 77,400 Medical Properties Trust shares in Q1 2026, an estimated $404K.
  • Medical Properties Trust made up ﹤0.01% of Summit Securities Group's portfolio in Q1 2026, its #587 holding.
  • Summit Securities Group first reported a position in Medical Properties Trust in Q4 2013 and has held it in 16 quarters since.
  • Summit Securities Group's Medical Properties Trust position peaked at $606K in Q3 2015.
  • 491 funds tracked by Wall St. Rank held Medical Properties Trust as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.