UCFA
MPT

United Capital Financial Advisors’s Medical Properties Trust MPT Stock Holding History

United Capital Financial 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 		$115K Buy
24,787
+13,586
+121% +$70.8K ﹤0.01% 1593
2025
Q4 		$56K Buy
11,201
+184
+2% +$958 ﹤0.01% 1359
2025
Q3 		$55.9K Sell
11,017
-1,075
-9% -$4.74K ﹤0.01% 1196
2025
Q2 		$52.1K Sell
12,092
-63
-0.5% -$311 ﹤0.01% 1085
2025
Q1 		$73.3K Buy
12,155
+1,839
+18% +$9.3K ﹤0.01% 1051
2024
Q4 		$40.7K Sell
10,316
-3,166
-23% -$14.2K ﹤0.01% 1054
2024
Q3 		$78.9K Sell
13,482
-2,288
-15% -$11.3K ﹤0.01% 1036
2024
Q2 		$68K Sell
15,770
-1,437
-8% -$6.89K ﹤0.01% 1012
2024
Q1 		$80.9K Buy
17,207
+1,167
+7% +$4.47K ﹤0.01% 1055
2023
Q4 		$78.8K Buy
+16,040
New +$78.5K ﹤0.01% 1045
2023
Q2 		– Sell
-30,222
Closed -$248K – 943
2023
Q1 		$248K Sell
30,222
-1,350
-4% -$14.9K ﹤0.01% 869
2022
Q4 		$352K Sell
31,572
-33,452
-51% -$389K ﹤0.01% 841
2022
Q3 		$771K Sell
65,024
-68,984
-51% -$1.04M ﹤0.01% 665
2022
Q2 		$2.05M Sell
134,008
-299,120
-69% -$5.38M 0.01% 485
2022
Q1 		$9.16M Buy
433,128
+5,146
+1% +$111K 0.04% 288
2021
Q4 		$10.1M Sell
427,982
-7,052
-2% -$151K 0.05% 276
2021
Q3 		$8.73M Buy
435,034
+31,564
+8% +$647K 0.04% 294
2021
Q2 		$8.11M Buy
403,470
+26,130
+7% +$559K 0.04% 303
2021
Q1 		$8.03M Buy
377,340
+12,593
+3% +$271K 0.04% 286
2020
Q4 		$7.95M Buy
364,747
+58,698
+19% +$1.14M 0.05% 282
2020
Q3 		$5.4M Buy
306,049
+26,586
+10% +$495K 0.04% 333
2020
Q2 		$5.25M Buy
279,463
+28,389
+11% +$503K 0.04% 347
2020
Q1 		$4.34M Sell
251,074
-33,932
-12% -$709K 0.04% 361
2019
Q4 		$6.02M Sell
285,006
-30,597
-10% -$619K 0.04% 393
2019
Q3 		$6.17M Sell
315,603
-21,527
-6% -$395K 0.04% 365
2019
Q2 		$5.88M Sell
337,130
-32,211
-9% -$580K 0.04% 391
2019
Q1 		$6.84M Sell
369,341
-30,030
-8% -$535K 0.05% 349
2018
Q4 		$6.42M Buy
399,371
+4,800
+1% +$75.9K 0.05% 326
2018
Q3 		$5.88M Sell
394,571
-2,600
-0.7% -$37.9K 0.04% 400
2018
Q2 		$5.58M Buy
397,171
+16,350
+4% +$217K 0.04% 398
2018
Q1 		$4.95M Buy
380,821
+28,133
+8% +$360K 0.04% 415
2017
Q4 		$4.86M Buy
352,688
+37,153
+12% +$502K 0.04% 417
2017
Q3 		$4.14M Buy
315,535
+23,853
+8% +$307K 0.04% 422
2017
Q2 		$3.75M Sell
291,682
-2,016
-0.7% -$26.8K 0.03% 433
2017
Q1 		$3.79M Buy
293,698
+12,538
+4% +$160K 0.04% 426
2016
Q4 		$3.46M Sell
281,160
-18,355
-6% -$238K 0.03% 447
2016
Q3 		$4.42M Sell
299,515
-16,790
-5% -$254K 0.04% 406
2016
Q2 		$4.75M Sell
316,305
-13,270
-4% -$188K 0.05% 368
2016
Q1 		$4.28M Buy
329,575
+43,756
+15% +$499K 0.05% 363
2015
Q4 		$3.29M Buy
285,819
+74,845
+35% +$855K 0.04% 433
2015
Q3 		$2.33M Buy
+210,974
New +$2.62M 0.03% 500

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

United Capital Financial Advisors's MPT Position: Q1 2026 in Review

United Capital Financial Advisors increased its Medical Properties Trust (MPT) stake by 121% in Q1 2026, buying an estimated $70.8K and bringing the position to 24,787 shares worth $115K. The position accounts for ﹤0.01% of the portfolio, ranked #1593.

United Capital Financial Advisors first reported a position in MPT in Q3 2015 and has held it in 41 quarters since. The position peaked at $10.1M in Q4 2021. 491 funds tracked by Wall St. Rank hold MPT as of Q1 2026.

  • United Capital Financial Advisors held 24,787 shares of Medical Properties Trust worth $115K as of Q1 2026.
  • United Capital Financial Advisors bought 13,586 Medical Properties Trust shares in Q1 2026, an estimated $70.8K.
  • Medical Properties Trust made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #1593 holding.
  • United Capital Financial Advisors first reported a position in Medical Properties Trust in Q3 2015 and has held it in 41 quarters since.
  • United Capital Financial Advisors's Medical Properties Trust position peaked at $10.1M in Q4 2021.
  • 491 funds tracked by Wall St. Rank held Medical Properties Trust as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.