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
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 $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

Waterloo Capital's MPT Position: Q1 2026 in Review

Waterloo Capital opened a new position in Medical Properties Trust (MPT) in Q1 2026: 101,054 shares worth $468K. The stake represents 0.03% of the portfolio and ranks #319 among its holdings. This is a return to the name: Waterloo Capital previously reported a position in MPT as recently as Q4 2023.

Waterloo Capital first reported a position in MPT in Q4 2023 and has held it in 2 quarters since. 491 funds tracked by Wall St. Rank hold MPT as of Q1 2026.

  • Waterloo Capital held 101,054 shares of Medical Properties Trust worth $468K as of Q1 2026.
  • Medical Properties Trust was a new Waterloo Capital position in Q1 2026.
  • Medical Properties Trust made up 0.03% of Waterloo Capital's portfolio in Q1 2026, its #319 holding.
  • Waterloo Capital first reported a position in Medical Properties Trust in Q4 2023 and has held it in 2 quarters since.
  • 491 funds tracked by Wall St. Rank held Medical Properties Trust as of Q1 2026.

Based on Waterloo Capital's 13F filing for Q1 2026, filed 12 May 2026.