SS
MPT

Sunbelt Securities’s Medical Properties Trust MPT Stock Holding History

Sunbelt Securities’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 		$1.57M Sell
339,768
-18
-0% -$94 0.1% 177
2025
Q4 		$1.7M Buy
339,786
+3,091
+0.9% +$16.1K 0.11% 151
2025
Q3 		$1.71M Sell
336,695
-72,299
-18% -$318K 0.12% 150
2025
Q2 		$1.62M Buy
408,994
+34,802
+9% +$172K 0.14% 136
2025
Q1 		$2.26M Sell
374,192
-34,802
-9% -$176K 0.2% 89
2024
Q4 		$1.52M Sell
408,994
-2,948
-0.7% -$13.2K 0.13% 144
2024
Q3 		$2.41M Buy
411,942
+5,705
+1% +$28.1K 0.24% 90
2024
Q2 		$1.75M Buy
406,237
+21,092
+5% +$101K 0.18% 115
2024
Q1 		$1.81M Buy
385,145
+109,967
+40% +$421K 0.2% 104
2023
Q4 		$1.35M Buy
275,178
+34,081
+14% +$167K 0.17% 137
2023
Q3 		$1.31M Buy
241,097
+116,852
+94% +$936K 0.18% 126
2023
Q2 		$1.15M Buy
124,245
+56,493
+83% +$478K 0.17% 139
2023
Q1 		$545K Buy
67,752
+13,709
+25% +$151K 0.09% 247
2022
Q4 		$602K Buy
54,043
+30,473
+129% +$354K 0.12% 216
2022
Q3 		$280K Buy
+23,570
New +$357K 0.06% 342
2020
Q1 		– Sell
-13,229
Closed -$279K – 547
2019
Q4 		$279K Sell
13,229
-998
-7% -$20.2K 0.03% 459
2019
Q3 		$278K Buy
+14,227
New +$261K 0.03% 430

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

Sunbelt Securities's MPT Position: Q1 2026 in Review

Sunbelt Securities reduced its Medical Properties Trust (MPT) stake by 0.01% in Q1 2026, selling an estimated $94 and leaving 339,768 shares worth $1.57M. The position accounts for 0.1% of the portfolio, ranked #177.

Sunbelt Securities first reported a position in MPT in Q3 2019 and has held it in 17 quarters since. The position peaked at $2.41M in Q3 2024. 491 funds tracked by Wall St. Rank hold MPT as of Q1 2026.

  • Sunbelt Securities held 339,768 shares of Medical Properties Trust worth $1.57M as of Q1 2026.
  • Sunbelt Securities sold 18 Medical Properties Trust shares in Q1 2026, an estimated $94.
  • Medical Properties Trust made up 0.1% of Sunbelt Securities's portfolio in Q1 2026, its #177 holding.
  • Sunbelt Securities first reported a position in Medical Properties Trust in Q3 2019 and has held it in 17 quarters since.
  • Sunbelt Securities's Medical Properties Trust position peaked at $2.41M in Q3 2024.
  • 491 funds tracked by Wall St. Rank held Medical Properties Trust as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.