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	–	Sell	-10,000	Closed	-$50K	–	1260
2025 Q4	$50K	Buy	+10,000	New	+$52.1K	0.01%	614
2025 Q1	–	Sell	-77,000	Closed	-$304K	–	993
2024 Q4	$304K	Buy	77,000 +27,000	+54%	+$121K	0.06%	162
2024 Q3	$293K	Hold	50,000	–	–	0.08%	137
2024 Q2	$216K	Buy	+50,000	New	+$240K	0.04%	158
2023 Q2	–	Sell	-200,000	Closed	-$1.64M	–	1019
2023 Q1	$1.64M	Buy	200,000 +199,500	+39,900%	+$2.2M	0.14%	72
2022 Q4	$6K	Buy	+500	New	+$5.81K	﹤0.01%	1072
2022 Q3	–	Sell	-217,500	Closed	-$3.32M	–	1079
2022 Q2	$3.32M	Buy	+217,500	New	+$3.91M	0.41%	42
2022 Q1	–	Sell	-300	Closed	-$7K	–	1251
2021 Q4	$7K	Buy	+300	New	+$6.43K	﹤0.01%	772

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 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.