Titelia

Fund shareholders of Medical Properties Trust Inc

ISIN US58463J3041 · United States · LEI 254900U6E39J1MQCCY14

Fund shareholders
220
Of which ETFs
57 163 other funds
Value held
821.3M $ 232.9K € · 10.5M SEK
Share of capital
28.5 % of 597.2M shares on Aug 10, 2026
FundSharesValueWeight in fundShare of capital
iShares Core S&P Small-Cap ETF iShares Trust 29,608,328137.1M $0.15 %4.96 %as of Mar 31, 2026 ↗
VANGUARD REAL ESTATE INDEX FUND VANGUARD SPECIALIZED FUNDS 15,172,73775M $0.11 %2.54 %as of Apr 30, 2026 ↗
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 14,507,49967.2M $0.00 %2.43 %as of Mar 31, 2026 ↗
VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS 10,322,69747.8M $0.03 %1.73 %as of Mar 31, 2026 ↗
VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS 6,581,44130.5M $0.05 %1.10 %as of Mar 31, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 5,503,13225.5M $0.03 %0.92 %as of Mar 31, 2026 ↗
DWS Core Equity Fund DEUTSCHE DWS INVESTMENT TRUST 5,132,84123.8M $0.54 %0.86 %as of Mar 31, 2026 ↗
iShares S&P Small-Cap 600 Value ETF iShares Trust 4,814,66022.3M $0.29 %0.81 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF SPDR SERIES TRUST 4,458,41120.6M $0.15 %0.75 %as of Mar 31, 2026 ↗
PIMCO RAE US Small Fund PIMCO Equity Series 4,200,54319.4M $0.62 %0.70 %as of Mar 31, 2026 ↗
Schwab Fundamental U.S. Small Company ETF SCHWAB STRATEGIC TRUST 4,158,02224M $0.24 %0.70 %as of Feb 28, 2026 ↗
VANGUARD TAX-MANAGED SMALL-CAP FUND VANGUARD TAX-MANAGED FUNDS 3,931,08718.2M $0.19 %0.66 %as of Mar 31, 2026 ↗
Schwab U.S. REIT ETF SCHWAB STRATEGIC TRUST 3,408,02319.6M $0.20 %0.57 %as of Feb 28, 2026 ↗
VANGUARD REAL ESTATE II INDEX FUND VANGUARD FIXED INCOME SECURITIES FUNDS 3,363,22616.6M $0.16 %0.56 %as of Apr 30, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 2,786,28116M $0.04 %0.47 %as of Feb 28, 2026 ↗
DFA REAL ESTATE SECURITIES PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 2,587,83512.8M $0.18 %0.43 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF SPDR SERIES TRUST 2,583,08712M $0.29 %0.43 %as of Mar 31, 2026 ↗
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 2,390,30813.8M $0.07 %0.40 %as of Feb 28, 2026 ↗
DFA Global Real Estate Securities Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 1,938,1039.6M $0.13 %0.32 %as of Apr 30, 2026 ↗
iShares Russell Mid-Cap ETF iShares Trust 1,928,4208.9M $0.02 %0.32 %as of Mar 31, 2026 ↗
Fidelity Mid Cap Index Fund Fidelity Salem Street Trust 1,847,8669.1M $0.02 %0.31 %as of Apr 30, 2026 ↗
AQR Long-Short Equity Fund AQR Funds 1,767,9668.2M $0.10 %0.30 %as of Mar 31, 2026 ↗
VANGUARD S&P SMALL-CAP 600 INDEX FUND VANGUARD ADMIRAL FUNDS 1,691,7129.7M $0.18 %0.28 %as of Feb 28, 2026 ↗
iShares Core U.S. REIT ETF iShares Trust 1,624,5998M $0.21 %0.27 %as of Apr 30, 2026 ↗
WisdomTree U.S. SmallCap Dividend Fund WisdomTree Trust 1,346,3936.2M $0.32 %0.23 %as of Mar 31, 2026 ↗
iShares Global REIT ETF iShares Trust 1,328,2376.6M $0.14 %0.22 %as of Apr 30, 2026 ↗
Fidelity Real Estate Index Fund Fidelity Salem Street Trust 1,251,9656.2M $0.20 %0.21 %as of Apr 30, 2026 ↗
iShares Russell 1000 Value ETF iShares Trust 1,136,3775.3M $0.01 %0.19 %as of Mar 31, 2026 ↗
VANGUARD S&P SMALL-CAP 600 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS 1,084,9756.2M $0.36 %0.18 %as of Feb 28, 2026 ↗
Dimensional Global Real Estate ETF Dimensional ETF Trust 923,5384.6M $0.13 %0.15 %as of Apr 30, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 921,6905.3M $0.00 %0.15 %as of Feb 28, 2026 ↗
iShares Residential and Multisector Real Estate ETF iShares Trust 916,1904.2M $0.54 %0.15 %as of Mar 31, 2026 ↗
Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST 913,8544.5M $0.19 %0.15 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) Dow Jones(R) REIT ETF SPDR SERIES TRUST 890,9714.1M $0.24 %0.15 %as of Mar 31, 2026 ↗
Columbia Small Cap Index Fund COLUMBIA FUNDS SERIES TRUST 785,0914.5M $0.18 %0.13 %as of Feb 28, 2026 ↗
JNL Small Cap Index Fund JNL Series Trust 766,0233.5M $0.15 %0.13 %as of Mar 31, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 740,7954.3M $0.00 %0.12 %as of Feb 28, 2026 ↗
iShares Russell Mid-Cap Value ETF iShares Trust 727,7483.4M $0.02 %0.12 %as of Mar 31, 2026 ↗
JPMorgan BetaBuilders MSCI US REIT ETF J.P. Morgan Exchange-Traded Fund Trust 690,4794M $0.35 %0.12 %as of Feb 28, 2026 ↗
Dimensional US Real Estate ETF Dimensional ETF Trust 666,4253.3M $0.20 %0.11 %as of Apr 30, 2026 ↗
iShares FTSE NAREIT All Equity REIT Index Fund BlackRock Funds 643,3723.2M $0.16 %0.11 %as of Apr 30, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 633,6962.9M $0.00 %0.11 %as of Mar 31, 2026 ↗
iShares U.S. Small-Cap Equity Factor ETF iShares Trust 581,3302.9M $0.08 %0.10 %as of Apr 30, 2026 ↗
Fidelity MSCI Real Estate Index ETF FIDELITY COVINGTON TRUST 568,2772.8M $0.19 %0.10 %as of Apr 30, 2026 ↗
Empower Real Estate Index Fund EMPOWER FUNDS, INC. 563,9302.6M $0.20 %0.09 %as of Mar 31, 2026 ↗
WisdomTree U.S. High Dividend Fund WisdomTree Trust 427,5482M $0.14 %0.07 %as of Mar 31, 2026 ↗
PSF Small-Cap Stock Index Portfolio Prudential Series Fund 420,9501.9M $0.14 %0.07 %as of Mar 31, 2026 ↗
Invesco RAFI US 1000 ETF Invesco Exchange-Traded Fund Trust 412,5602M $0.02 %0.07 %as of Apr 30, 2026 ↗
SmallCap S&P 600 Index Fund Principal Funds, Inc 387,6951.9M $0.14 %0.06 %as of Apr 30, 2026 ↗
REAL ESTATE INDEX PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS 377,1961.7M $0.16 %0.06 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) Dow Jones(R) Global Real Estate ETF SPDR INDEX SHARES FUNDS 358,1291.7M $0.15 %0.06 %as of Mar 31, 2026 ↗
iShares Russell 1000 ETF iShares Trust 354,2201.6M $0.00 %0.06 %as of Mar 31, 2026 ↗
VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS 354,1391.7M $0.00 %0.06 %as of Apr 30, 2026 ↗
Empower S&P Small Cap 600 Index Fund EMPOWER FUNDS, INC. 352,1061.6M $0.15 %0.06 %as of Mar 31, 2026 ↗
THRIVENT SMALL CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. 329,2111.5M $0.15 %0.06 %as of Mar 31, 2026 ↗
Large Cap Index Master Portfolio Master Investment Portfolio 304,0531.4M $0.00 %0.05 %as of Mar 31, 2026 ↗
Franklin U.S. Large Cap Multifactor Index ETF Franklin Templeton ETF Trust 303,1801.4M $0.08 %0.05 %as of Mar 31, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 297,4931.5M $0.00 %0.05 %as of Apr 30, 2026 ↗
VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 289,4851.7M $0.01 %0.05 %as of Feb 28, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 287,2431.7M $0.00 %0.05 %as of Feb 28, 2026 ↗
Voya MI Dynamic Small Cap Fund Voya Equity Trust 265,5831.5M $0.91 %0.04 %as of Feb 28, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 256,6131.3M $0.00 %0.04 %as of Apr 30, 2026 ↗
PIMCO All Asset: Multi-Real Fund PIMCO Funds 251,1671.2M $0.05 %0.04 %as of Mar 31, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 246,8101.1M $0.00 %0.04 %as of Mar 31, 2026 ↗
BNY Mellon Smallcap Stock Index Fund BNY MELLON INDEX FUNDS, INC. 244,8391.2M $0.14 %0.04 %as of Apr 30, 2026 ↗
Handelsbanken Global Småbolag Index Criteria Handelsbanken Fonder AB 239,15210.5M SEK0.04 %0.04 %as of Mar 31, 2026 ↗
FlexShares Global Quality Real Estate Index Fund FlexShares Trust 237,8811.2M $0.31 %0.04 %as of Apr 30, 2026 ↗
AQR Managed Futures Strategy Fund AQR Funds 233,0841.1M $0.04 %0.04 %as of Mar 31, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 224,8611.1M $0.00 %0.04 %as of Apr 30, 2026 ↗
iShares ESG Aware MSCI USA Small-Cap ETF iShares Trust 219,6791.3M $0.05 %0.04 %as of Feb 28, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 213,657989.2K $0.00 %0.04 %as of Mar 31, 2026 ↗
Invesco Russell 1000 Equal Weight ETF Invesco Exchange-Traded Fund Trust II 207,7921.2M $0.15 %0.03 %as of Feb 28, 2026 ↗
Fidelity Large Cap Value Index Fund Fidelity Salem Street Trust 202,8491M $0.01 %0.03 %as of Apr 30, 2026 ↗
JPMorgan BetaBuilders U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 194,319959.9K $0.13 %0.03 %as of Apr 30, 2026 ↗
Invesco S&P SmallCap 600 Revenue ETF Invesco Exchange-Traded Fund Trust II 190,3991.1M $0.06 %0.03 %as of Feb 28, 2026 ↗
iShares Russell 2500 ETF iShares Trust 185,339858.1K $0.03 %0.03 %as of Mar 31, 2026 ↗
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 175,161811K $0.03 %0.03 %as of Mar 31, 2026 ↗
Fidelity Series Large Cap Value Index Fund Fidelity Salem Street Trust 174,630862.7K $0.01 %0.03 %as of Apr 30, 2026 ↗
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 173,843858.8K $0.04 %0.03 %as of Apr 30, 2026 ↗
Small Cap Stock Index Portfolio BNY MELLON INVESTMENT PORTFOLIOS 172,258797.6K $0.15 %0.03 %as of Mar 31, 2026 ↗
Global Real Estate Index Fund Northern Funds 171,295793.1K $0.12 %0.03 %as of Mar 31, 2026 ↗
Index 600 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 168,769781.4K $0.15 %0.03 %as of Mar 31, 2026 ↗
VOYA SMALL COMPANY PORTFOLIO Voya VARIABLE PORTFOLIOS INC 163,794758.4K $0.42 %0.03 %as of Mar 31, 2026 ↗
iShares Russell 3000 ETF iShares Trust 159,445738.2K $0.00 %0.03 %as of Mar 31, 2026 ↗
First Trust Small Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 149,541738.7K $0.06 %0.03 %as of Apr 30, 2026 ↗
JPMorgan U.S. Value Factor ETF J.P. Morgan Exchange-Traded Fund Trust 148,189732.1K $0.10 %0.02 %as of Apr 30, 2026 ↗
John Hancock Multifactor Small Cap ETF John Hancock Exchange-Traded Fund Trust 144,848670.6K $0.10 %0.02 %as of Mar 31, 2026 ↗
AZL Small Cap Stock Index Fund Allianz Variable Insurance Products Trust 140,588650.9K $0.15 %0.02 %as of Mar 31, 2026 ↗
LVIP Nomura U.S. REIT Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 137,928638.6K $0.18 %0.02 %as of Mar 31, 2026 ↗
JNL/RAFI Multi-Factor U.S. Equity Fund JNL Series Trust 129,025597.4K $0.03 %0.02 %as of Mar 31, 2026 ↗
Nuveen Large Cap Value Index Fund TIAA-CREF Funds 126,919627K $0.00 %0.02 %as of Apr 30, 2026 ↗
DWS Core Equity VIP DEUTSCHE DWS VARIABLE SERIES I 124,479576.3K $0.55 %0.02 %as of Mar 31, 2026 ↗
Invesco Zacks Multi-Asset Income ETF Invesco Exchange-Traded Fund Trust 116,220574.1K $0.48 %0.02 %as of Apr 30, 2026 ↗
JNL/RAFI Fundamental U.S. Small Cap Fund JNL Series Trust 112,877522.6K $0.14 %0.02 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST 109,399506.5K $0.00 %0.02 %as of Mar 31, 2026 ↗
iShares Morningstar Small-Cap Value ETF iShares Trust 106,555526.4K $0.08 %0.02 %as of Apr 30, 2026 ↗
RiverFront Dynamic US Dividend Advantage ETF ALPS ETF TRUST 99,293571.9K $0.69 %0.02 %as of Feb 28, 2026 ↗
FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust 98,406486.1K $0.02 %0.02 %as of Apr 30, 2026 ↗
Inspire Small/Mid Cap ETF Northern Lights Fund Trust IV 96,611556.5K $0.21 %0.02 %as of Feb 28, 2026 ↗
PIMCO RealEstateRealReturn Strategy Fund PIMCO Funds 95,353441.5K $0.09 %0.02 %as of Mar 31, 2026 ↗

Download this table: CSV, JSON

Report an error

The funds most exposed to it

The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.

FundWeight in fund
TOP CLASS HEALTHCARE, FI RENTA 4 GESTORA, S.G.I.I.C., S.A. 1.40 %as of Dec 31, 2025 ↗
Voya MI Dynamic Small Cap Fund Voya Equity Trust 0.91 %as of Feb 28, 2026 ↗
AMMUS GESTIO, SICAV, S.A. URQUIJO GESTION, S.A., S.G.I.I.C., SOCIEDAD UNIPERSONAL 0.90 %as of Dec 31, 2025 ↗
Invesco S&P SmallCap Financials ETF Invesco Exchange-Traded Fund Trust II 0.73 %as of Feb 28, 2026 ↗
RiverFront Dynamic US Dividend Advantage ETF ALPS ETF TRUST 0.69 %as of Feb 28, 2026 ↗
PIMCO RAE US Small Fund PIMCO Equity Series 0.62 %as of Mar 31, 2026 ↗
DWS Core Equity VIP DEUTSCHE DWS VARIABLE SERIES I 0.55 %as of Mar 31, 2026 ↗
DWS Core Equity Fund DEUTSCHE DWS INVESTMENT TRUST 0.54 %as of Mar 31, 2026 ↗
iShares Residential and Multisector Real Estate ETF iShares Trust 0.54 %as of Mar 31, 2026 ↗
Invesco Zacks Multi-Asset Income ETF Invesco Exchange-Traded Fund Trust 0.48 %as of Apr 30, 2026 ↗

Quarter after quarter

Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

QuarterShareholdersChangeSharesChange
2026Q2216+6169,672,907+0.9 %
2026Q1210+12168,117,838+1.4 %
2025Q4198-5165,730,123-8.9 %
2025Q3203+7181,953,446-5.4 %
2025Q2196+6192,413,952-3.3 %
2025Q1190-8198,904,801-5.0 %
2024Q4198-23209,431,461-3.0 %
2024Q3221-4215,809,947-1.2 %
2024Q2225-48218,492,353+37.1 %
2024Q1273-21159,328,220-20.8 %
2023Q4294201,092,983

Institutional managers

478 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.

ManagerSharesValue
BlackRock, Inc.75,297,881348.6M $as of Mar 31, 2026
STATE STREET CORP25,561,209120.7M $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC11,980,73355.5M $as of Mar 31, 2026
AQR CAPITAL MANAGEMENT LLC11,057,09951.2M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC9,981,92246.2M $as of Mar 31, 2026
TWO SIGMA INVESTMENTS, LP8,400,72238.9M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP7,437,42634.4M $as of Mar 31, 2026
WILSEY ASSET MANAGEMENT INC7,348,75234M $as of Mar 31, 2026
MORGAN STANLEY6,734,29331.2M $as of Mar 31, 2026
JUPITER ASSET MANAGEMENT LTD6,690,57231M $as of Mar 31, 2026
Allianz Asset Management GmbH6,487,37230M $as of Mar 31, 2026
Advisors Capital Management, LLC6,376,35029.5M $as of Mar 31, 2026
Bank of New York Mellon Corp6,313,11429.2M $as of Mar 31, 2026
DEUTSCHE BANK AG\5,609,08326M $as of Mar 31, 2026
NORTHERN TRUST CORP5,220,17224.2M $as of Mar 31, 2026
COATUE MANAGEMENT LLC4,525,39821M $as of Mar 31, 2026
Legal & General Group Plc3,377,82315.6M $as of Mar 31, 2026
UBS Group AG2,715,53112.6M $as of Mar 31, 2026
PRINCIPAL FINANCIAL GROUP INC2,390,35411.1M $as of Mar 31, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP1,940,1339M $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC1,907,5588.8M $as of Mar 31, 2026
Invesco Ltd.1,783,3538.3M $as of Mar 31, 2026
Public Sector Pension Investment Board1,764,5658.2M $as of Mar 31, 2026
SG Americas Securities, LLC1,522,3277K $as of Mar 31, 2026
JPMORGAN CHASE & CO1,511,6576.9M $as of Mar 31, 2026

Declared shareholders of Medical Properties Trust Inc

There is 1 beneficial ownership filing. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.

ShareholderDeclared stakeShares
Vanguard Portfolio Management 7.21 %43,145,708as of Mar 31, 2026 · SCHEDULE 13G

Funds holding the debt of Medical Properties Trust Inc

24 funds declare 24 bond lines of this company. The amount is the one the fund files. It is not a share of the debt, because no regulator publishes the amount outstanding in open access.

FundBond linesValue
Western Asset Short Duration High Income Fund12.8M $as of Apr 30, 2026
Xtrackers USD High Yield Corporate Bond ETF12.7M $as of Feb 27, 2026
Timothy Plan High Yield Bond Fund11.9M $as of Mar 31, 2026
Western Asset High Yield Fund11.3M $as of Feb 27, 2026
Barrow Hanley Credit Opportunities Fund1777.5K $as of Mar 31, 2026
WisdomTree U.S. High Yield Corporate Bond Fund1764.4K $as of Mar 31, 2026
WisdomTree Interest Rate Hedged High Yield Bond Fund1722.6K $as of Feb 28, 2026
Payden High Income Fund1608.7K $as of Apr 30, 2026
Payden Floating Rate Fund1496.9K $as of Apr 30, 2026
Western Asset Income Fund1364.4K $as of Apr 30, 2026
Xtrackers Short Duration High Yield Bond ETF1297.5K $as of Feb 27, 2026
AST Balanced Asset Allocation Portfolio1218.1K $as of Mar 31, 2026
AST Preservation Asset Allocation Portfolio1218.1K $as of Mar 31, 2026
AST Aggressive Asset Allocation Portfolio1159.7K $as of Mar 31, 2026
BlackRock Balanced Fund, Inc.1137.4K $as of Feb 27, 2026
WisdomTree VOYA Yield Enhanced USD Universal Bond Fund1125.3K $as of Feb 28, 2026
Western Asset Variable Global High Yield Bond Portfolio1116.8K $as of Mar 31, 2026
Morningstar Alternatives Fund195.2K $as of Apr 30, 2026
Morningstar Global Income Fund157.9K $as of Apr 30, 2026
Xtrackers High Beta High Yield Bond ETF157.1K $as of Feb 27, 2026
BNY Mellon High Yield ETF156.3K $as of Apr 30, 2026
Goldman Sachs Access High Yield Corporate Bond ETF139.1K $as of Feb 28, 2026
Multi-Manager High Yield Opportunity Fund138.9K $as of Mar 31, 2026
RiverNorth/Oaktree High Income Fund135K $as of Mar 31, 2026
Cite this page

Titelia. "Fund shareholders of Medical Properties Trust Inc". https://titelia.com/en/stocks/medical-properties-trust-inc-US58463J3041