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Swan Capital’s Medical Properties Trust MPT Stock Holding History

Swan Capital’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
Q2 		$2.97K Hold
642
– – ﹤0.01% 315
2026
Q1 		$2.97K Hold
642
– – ﹤0.01% 314
2025
Q4 		$3.21K Buy
642
+601
+1,466% +$3.13K ﹤0.01% 281
2025
Q3 		$208 Hold
41
– – ﹤0.01% 461
2025
Q2 		$177 Hold
41
– – ﹤0.01% 450
2025
Q1 		$247 Hold
41
– – ﹤0.01% 340
2024
Q4 		$162 Hold
41
– – ﹤0.01% 355
2024
Q3 		$240 Hold
41
– – ﹤0.01% 319
2024
Q2 		$177 Buy
+41
New +$196 ﹤0.01% 281

Other funds holding MPT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wilsey Asset Management
Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

Swan Capital's MPT Position: Q2 2026 in Review

Swan Capital held its Medical Properties Trust (MPT) position steady in Q2 2026 at 642 shares worth $2.97K. The position accounts for ﹤0.01% of the portfolio, ranked #315.

Swan Capital first reported a position in MPT in Q2 2024 and has held it in 9 quarters since. The position peaked at $3.21K in Q4 2025. 490 funds tracked by Wall St. Rank hold MPT as of Q2 2026.

  • Swan Capital held 642 shares of Medical Properties Trust worth $2.97K as of Q2 2026.
  • Swan Capital left its Medical Properties Trust share count unchanged in Q2 2026.
  • Medical Properties Trust made up ﹤0.01% of Swan Capital's portfolio in Q2 2026, its #315 holding.
  • Swan Capital first reported a position in Medical Properties Trust in Q2 2024 and has held it in 9 quarters since.
  • Swan Capital's Medical Properties Trust position peaked at $3.21K in Q4 2025.
  • 490 funds tracked by Wall St. Rank held Medical Properties Trust as of Q2 2026.

Based on Swan Capital's 13F filing for Q2 2026, filed 13 Aug 2026.