STA
MPT

Summit Trail Advisors’s Medical Properties Trust MPT Stock Holding History

Summit Trail Advisors’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 		$288K Buy
62,239
+1,213
+2% +$6.33K ﹤0.01% 1310
2025
Q4 		$309K Buy
61,026
+17,508
+40% +$91.1K 0.01% 1199
2025
Q3 		$224K Buy
43,518
+13,460
+45% +$59.3K ﹤0.01% 1272
2025
Q2 		$132K Sell
30,058
-13,955
-32% -$69K ﹤0.01% 1080
2025
Q1 		$269K Buy
44,013
+18,452
+72% +$93.3K 0.01% 338
2024
Q4 		$103K Sell
25,561
-50
-0.2% -$224 ﹤0.01% 381
2024
Q3 		$152K Buy
+25,611
New +$126K ﹤0.01% 686
2024
Q2 		– Sell
-13,409
Closed -$63K – 644
2024
Q1 		$63K Buy
13,409
+1,861
+16% +$7.13K ﹤0.01% 592
2023
Q4 		$58.6K Sell
11,548
-3,238
-22% -$15.9K ﹤0.01% 543
2023
Q3 		$83.3K Sell
14,786
-3,532
-19% -$28.3K ﹤0.01% 529
2023
Q2 		$174K Buy
+18,318
New +$155K 0.01% 501
2022
Q1 		– Sell
-8,349
Closed -$200K – 358
2021
Q4 		$200K Buy
+8,349
New +$179K 0.01% 277
2018
Q4 		– Sell
-13,843
Closed -$210K – 185
2018
Q3 		$210K Buy
13,843
+146
+1% +$2.13K 0.05% 184
2018
Q2 		$196K Buy
+13,697
New +$181K 0.07% 144
2018
Q1 		– Sell
-6,890
Closed -$93K – 1202
2017
Q4 		$93K Buy
+6,890
New +$93.1K 0.01% 650

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 Trail Advisors's MPT Position: Q1 2026 in Review

Summit Trail Advisors increased its Medical Properties Trust (MPT) stake by 2% in Q1 2026, buying an estimated $6.33K and bringing the position to 62,239 shares worth $288K. The position accounts for ﹤0.01% of the portfolio, ranked #1310.

Summit Trail Advisors first reported a position in MPT in Q4 2017 and has held it in 15 quarters since. The position peaked at $309K in Q4 2025. 491 funds tracked by Wall St. Rank hold MPT as of Q1 2026.

  • Summit Trail Advisors held 62,239 shares of Medical Properties Trust worth $288K as of Q1 2026.
  • Summit Trail Advisors bought 1,213 Medical Properties Trust shares in Q1 2026, an estimated $6.33K.
  • Medical Properties Trust made up ﹤0.01% of Summit Trail Advisors's portfolio in Q1 2026, its #1310 holding.
  • Summit Trail Advisors first reported a position in Medical Properties Trust in Q4 2017 and has held it in 15 quarters since.
  • Summit Trail Advisors's Medical Properties Trust position peaked at $309K in Q4 2025.
  • 491 funds tracked by Wall St. Rank held Medical Properties Trust as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.