As of the latest SEC filings, MEDICAL PROPERTIES TRUST INC (MPT) is held by 222 institutional funds. The largest fund shareholder is iShares Core S&P Small-Cap ETF (IJR), holding an estimated $137,086,558.64 in market value, representing 0.15% of its portfolio.
Funds holding MEDICAL PROPERTIES TRUST INC (MPT)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- MPT
- CIK:
- 0001287865
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
IJR
iShares Core S&P Small-Cap ETF
|
ETF | BlackRock / iShares | 0.15% | $137,086,558.64 | 29,608,328 | Mar 31, 2026 | May 26, 2026 |
|
VGSLX
VANGUARD REAL ESTATE INDEX FUND
|
ETF | Vanguard | 0.11% | $74,953,320.78 | 15,172,737 | Apr 30, 2026 | Jun 26, 2026 |
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $67,169,720.37 | 14,507,499 | Mar 31, 2026 | May 28, 2026 |
|
NAESX
VANGUARD SMALL-CAP INDEX FUND
|
ETF | Vanguard | 0.03% | $47,794,087.11 | 10,322,697 | Mar 31, 2026 | May 28, 2026 |
|
VISVX
VANGUARD SMALL-CAP VALUE INDEX FUND
|
ETF | Vanguard | 0.05% | $30,472,071.83 | 6,581,441 | Mar 31, 2026 | May 28, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.03% | $25,479,501.16 | 5,503,132 | Mar 31, 2026 | May 28, 2026 |
|
FNDA
Schwab Fundamental U.S. Small Company ETF
|
ETF | Charles Schwab | 0.24% | $23,950,206.72 | 4,158,022 | Feb 28, 2026 | Apr 24, 2026 |
|
SUWZX
DWS Core Equity Fund
|
MF | DWS / Deutsche Bank | 0.54% | $23,765,053.83 | 5,132,841 | Mar 31, 2026 | May 28, 2026 |
|
IJS
iShares S&P Small-Cap 600 Value ETF
|
ETF | BlackRock / iShares | 0.29% | $22,291,875.80 | 4,814,660 | Mar 31, 2026 | May 26, 2026 |
|
SPSM
State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF
|
ETF | State Street (SPDR) | 0.15% | $20,642,442.93 | 4,458,411 | Mar 31, 2026 | May 28, 2026 |
|
SCHH
Schwab U.S. REIT ETF
|
ETF | Charles Schwab | 0.20% | $19,630,212.48 | 3,408,023 | Feb 28, 2026 | Apr 24, 2026 |
|
PMJAX
PIMCO RAE US Small Fund
|
MF | PIMCO | 0.62% | $19,448,514.09 | 4,200,543 | Mar 31, 2026 | May 29, 2026 |
|
VTSIX
VANGUARD TAX-MANAGED SMALL-CAP FUND
|
MF | Vanguard | 0.19% | $18,200,932.81 | 3,931,087 | Mar 31, 2026 | May 28, 2026 |
|
VRTPX
VANGUARD REAL ESTATE II INDEX FUND
|
MF | Vanguard | 0.16% | $16,614,336.44 | 3,363,226 | Apr 30, 2026 | Jun 26, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.04% | $16,048,978.56 | 2,786,281 | Feb 28, 2026 | Apr 24, 2026 |
|
SCHA
Schwab U.S. Small-Cap ETF
|
ETF | Charles Schwab | 0.07% | $13,768,174.08 | 2,390,308 | Feb 28, 2026 | Apr 24, 2026 |
|
DFREX
DFA REAL ESTATE SECURITIES PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.18% | $12,783,904.90 | 2,587,835 | Apr 30, 2026 | Jun 24, 2026 |
|
SLYV
State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF
|
ETF | State Street (SPDR) | 0.29% | $11,959,692.81 | 2,583,087 | Mar 31, 2026 | May 28, 2026 |
|
VIOO
VANGUARD S&P SMALL-CAP 600 INDEX FUND
|
ETF | Vanguard | 0.18% | $9,744,261.12 | 1,691,712 | Feb 28, 2026 | Apr 28, 2026 |
|
DFGEX
DFA Global Real Estate Securities Portfolio
|
MF | Dimensional Fund Advisors | 0.13% | $9,574,228.82 | 1,938,103 | Apr 30, 2026 | Jun 24, 2026 |
|
FSMDX
Fidelity Mid Cap Index Fund
|
MF | Fidelity | 0.02% | $9,128,458.04 | 1,847,866 | Apr 30, 2026 | Jun 26, 2026 |
|
IWR
iShares Russell Mid-Cap ETF
|
ETF | BlackRock / iShares | 0.02% | $8,928,584.60 | 1,928,420 | Mar 31, 2026 | May 28, 2026 |
|
QLENX
AQR Long-Short Equity Fund
|
MF | Independent / Boutique | 0.10% | $8,185,682.58 | 1,767,966 | Mar 31, 2026 | May 22, 2026 |
|
USRT
iShares Core U.S. REIT ETF
|
ETF | BlackRock / iShares | 0.21% | $8,025,519.06 | 1,624,599 | Apr 30, 2026 | Jun 24, 2026 |
|
REET
iShares Global REIT ETF
|
ETF | BlackRock / iShares | 0.14% | $6,561,490.78 | 1,328,237 | Apr 30, 2026 | Jun 25, 2026 |
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