WC
MPT

Waterloo Capital’s Medical Properties Trust MPT Stock Holding History

Waterloo 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 		$466K Sell
100,898
-156
-0.2% -$773 0.03% 366
2026
Q1 		$468K Buy
+101,054
New +$527K 0.03% 319
2024
Q1 		– Sell
-17,565
Closed -$86.2K – 387
2023
Q4 		$86.2K Buy
+17,565
New +$86K 0.01% 368

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 $3.37T AUM 44.26% 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
WAM
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

Waterloo Capital's MPT Position: Q2 2026 in Review

Waterloo Capital reduced its Medical Properties Trust (MPT) stake by 0.15% in Q2 2026, selling an estimated $773 and leaving 100,898 shares worth $466K. The position accounts for 0.03% of the portfolio, ranked #366.

Waterloo Capital first reported a position in MPT in Q4 2023 and has held it in 3 quarters since. The position peaked at $468K in Q1 2026. 489 funds tracked by Wall St. Rank hold MPT as of Q2 2026.

  • Waterloo Capital held 100,898 shares of Medical Properties Trust worth $466K as of Q2 2026.
  • Waterloo Capital sold 156 Medical Properties Trust shares in Q2 2026, an estimated $773.
  • Medical Properties Trust made up 0.03% of Waterloo Capital's portfolio in Q2 2026, its #366 holding.
  • Waterloo Capital first reported a position in Medical Properties Trust in Q4 2023 and has held it in 3 quarters since.
  • Waterloo Capital's Medical Properties Trust position peaked at $468K in Q1 2026.
  • 489 funds tracked by Wall St. Rank held Medical Properties Trust as of Q2 2026.

Based on Waterloo Capital's 13F filing for Q2 2026, filed 29 Jul 2026.