Titelia

Fund shareholders of Medical Properties Trust Inc

ISIN US58463J3041 · United States · LEI 254900U6E39J1MQCCY14

Fund shareholders
225
Of which ETFs
60 165 other funds
Value held
≈ 805.8M $ 804.4M $ · 232.9K € · 10.5M SEK
Share of capital
28.8 % of 597.2M shares on Aug 10, 2026
FundSharesValueWeight in fundShare of capital
iShares Core S&P Small-Cap ETF iShares Trust 29,553,273136.5M $0.12 %4.95 %as of Jun 30, 2026 ↗
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 15,230,05370.4M $0.00 %2.55 %as of Jun 30, 2026 ↗
VANGUARD REAL ESTATE INDEX FUND VANGUARD SPECIALIZED FUNDS 14,950,67169.2M $0.09 %2.50 %as of Jul 31, 2026 ↗
VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS 10,994,23050.8M $0.03 %1.84 %as of Jun 30, 2026 ↗
VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS 6,951,22532.1M $0.05 %1.16 %as of Jun 30, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 5,629,72026M $0.03 %0.94 %as of Jun 30, 2026 ↗
DWS Core Equity Fund DEUTSCHE DWS INVESTMENT TRUST 5,030,16123.2M $0.48 %0.84 %as of Jun 30, 2026 ↗
PIMCO RAE US Small Fund PIMCO Equity Series 4,705,93421.7M $0.57 %0.79 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF SPDR SERIES TRUST 4,511,40420.8M $0.12 %0.76 %as of Jun 30, 2026 ↗
iShares S&P Small-Cap 600 Value ETF iShares Trust 4,222,52819.5M $0.24 %0.71 %as of Jun 30, 2026 ↗
VANGUARD TAX-MANAGED SMALL-CAP FUND VANGUARD TAX-MANAGED FUNDS 3,931,08718.2M $0.16 %0.66 %as of Jun 30, 2026 ↗
Schwab U.S. REIT ETF SCHWAB STRATEGIC TRUST 3,492,99717.8M $0.18 %0.58 %as of May 31, 2026 ↗
Schwab Fundamental U.S. Small Company ETF SCHWAB STRATEGIC TRUST 3,435,86917.6M $0.20 %0.58 %as of May 31, 2026 ↗
VANGUARD REAL ESTATE II INDEX FUND VANGUARD FIXED INCOME SECURITIES FUNDS 3,290,99715.2M $0.14 %0.55 %as of Jul 31, 2026 ↗
AQR Long-Short Equity Fund AQR Funds 2,672,04012.3M $0.16 %0.45 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF SPDR SERIES TRUST 2,545,90211.8M $0.24 %0.43 %as of Jun 30, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 2,366,00412.1M $0.03 %0.40 %as of May 31, 2026 ↗
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 2,363,62012.1M $0.05 %0.40 %as of May 31, 2026 ↗
iShares Russell Mid-Cap ETF iShares Trust 2,147,8069.9M $0.02 %0.36 %as of Jun 30, 2026 ↗
Fidelity Mid Cap Index Fund Fidelity Salem Street Trust 1,885,3118.7M $0.02 %0.32 %as of Jul 31, 2026 ↗
iShares Core U.S. REIT ETF iShares Trust 1,869,6778.7M $0.19 %0.31 %as of Jul 31, 2026 ↗
DFA Global Real Estate Securities Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 1,848,3778.6M $0.11 %0.31 %as of Jul 31, 2026 ↗
VANGUARD S&P SMALL-CAP 600 INDEX FUND VANGUARD ADMIRAL FUNDS 1,706,1108.7M $0.15 %0.29 %as of May 31, 2026 ↗
iShares Global REIT ETF iShares Trust 1,384,2456.4M $0.12 %0.23 %as of Jul 31, 2026 ↗
WisdomTree U.S. SmallCap Dividend Fund WisdomTree Trust 1,340,1636.2M $0.28 %0.22 %as of Jun 30, 2026 ↗
Fidelity Real Estate Index Fund Fidelity Salem Street Trust 1,263,1955.8M $0.18 %0.21 %as of Jul 31, 2026 ↗
iShares Russell 1000 Value ETF iShares Trust 1,113,4875.1M $0.01 %0.19 %as of Jun 30, 2026 ↗
VANGUARD S&P SMALL-CAP 600 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS 1,082,5845.5M $0.29 %0.18 %as of May 31, 2026 ↗
Dimensional Global Real Estate ETF Dimensional ETF Trust 976,2754.5M $0.12 %0.16 %as of Jul 31, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 955,2524.9M $0.00 %0.16 %as of May 31, 2026 ↗
iShares Residential and Multisector Real Estate ETF iShares Trust 892,9534.1M $0.47 %0.15 %as of Jun 30, 2026 ↗
Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST 859,2244M $0.17 %0.14 %as of Jul 31, 2026 ↗
State Street(R) SPDR(R) Dow Jones(R) REIT ETF SPDR SERIES TRUST 850,0543.9M $0.21 %0.14 %as of Jun 30, 2026 ↗
iShares Russell Mid-Cap Value ETF iShares Trust 786,9063.6M $0.02 %0.13 %as of Jun 30, 2026 ↗
JNL Small Cap Index Fund JNL Series Trust 760,7023.5M $0.12 %0.13 %as of Jun 30, 2026 ↗
JPMorgan BetaBuilders MSCI US REIT ETF J.P. Morgan Exchange-Traded Fund Trust 754,8983.9M $0.31 %0.13 %as of May 31, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 752,6313.8M $0.00 %0.13 %as of May 31, 2026 ↗
Columbia Small Cap Index Fund COLUMBIA FUNDS SERIES TRUST 736,2773.8M $0.15 %0.12 %as of May 31, 2026 ↗
DFA REAL ESTATE SECURITIES PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 735,1983.4M $0.05 %0.12 %as of Jul 31, 2026 ↗
Dimensional US Real Estate ETF Dimensional ETF Trust 673,5943.1M $0.18 %0.11 %as of Jul 31, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 649,2003M $0.00 %0.11 %as of Jun 30, 2026 ↗
iShares U.S. Small-Cap Equity Factor ETF iShares Trust 635,2862.9M $0.07 %0.11 %as of Jul 31, 2026 ↗
iShares FTSE NAREIT All Equity REIT Index Fund BlackRock Funds 628,6082.9M $0.15 %0.11 %as of Jul 31, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 609,1642.8M $0.00 %0.10 %as of Jul 31, 2026 ↗
AQR Equity Market Neutral Fund AQR Funds 591,6062.7M $0.10 %0.10 %as of Jun 30, 2026 ↗
Fidelity MSCI Real Estate Index ETF FIDELITY COVINGTON TRUST 571,7272.6M $0.18 %0.10 %as of Jul 31, 2026 ↗
Empower Real Estate Index Fund EMPOWER FUNDS, INC. 563,9302.6M $0.18 %0.09 %as of Jun 30, 2026 ↗
Nuveen ESG Small-Cap ETF NuShares ETF Trust 477,9982.2M $0.17 %0.08 %as of Jul 31, 2026 ↗
AQR Style Premia Alternative Fund AQR Funds 442,6272M $0.08 %0.07 %as of Jun 30, 2026 ↗
WisdomTree U.S. High Dividend Fund WisdomTree Trust 439,5962M $0.14 %0.07 %as of Jun 30, 2026 ↗
PSF Small-Cap Stock Index Portfolio Prudential Series Fund 420,9501.9M $0.12 %0.07 %as of Jun 30, 2026 ↗
Invesco RAFI US 1000 ETF Invesco Exchange-Traded Fund Trust 410,6401.9M $0.02 %0.07 %as of Jul 31, 2026 ↗
AQR Large Cap Multi-Style Fund AQR Funds 402,9511.9M $0.10 %0.07 %as of Jun 30, 2026 ↗
Franklin U.S. Large Cap Multifactor Index ETF Franklin Templeton ETF Trust 401,5741.9M $0.09 %0.07 %as of Jun 30, 2026 ↗
VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS 394,3011.8M $0.00 %0.07 %as of Jul 31, 2026 ↗
First Trust Small Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 377,6341.7M $0.13 %0.06 %as of Jul 31, 2026 ↗
REAL ESTATE INDEX PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS 364,7281.7M $0.14 %0.06 %as of Jun 30, 2026 ↗
SmallCap S&P 600 Index Fund Principal Funds, Inc 361,3451.7M $0.12 %0.06 %as of Jul 31, 2026 ↗
State Street(R) SPDR(R) Dow Jones(R) Global Real Estate ETF SPDR INDEX SHARES FUNDS 358,1241.7M $0.13 %0.06 %as of Jun 30, 2026 ↗
iShares Russell 1000 ETF iShares Trust 348,4481.6M $0.00 %0.06 %as of Jun 30, 2026 ↗
Empower S&P Small Cap 600 Index Fund EMPOWER FUNDS, INC. 324,0011.5M $0.12 %0.05 %as of Jun 30, 2026 ↗
THRIVENT SMALL CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. 322,0571.5M $0.12 %0.05 %as of Jun 30, 2026 ↗
VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 318,3961.6M $0.01 %0.05 %as of May 31, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 308,7071.6M $0.00 %0.05 %as of May 31, 2026 ↗
JNL Multi-Manager Small Cap Value Fund JNL Series Trust 307,9131.4M $0.07 %0.05 %as of Jun 30, 2026 ↗
Large Cap Index Master Portfolio Master Investment Portfolio 304,0531.4M $0.00 %0.05 %as of Jun 30, 2026 ↗
FlexShares Global Quality Real Estate Index Fund FlexShares Trust 265,4601.2M $0.29 %0.04 %as of Jul 31, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 264,8271.2M $0.00 %0.04 %as of Jul 31, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 250,0001.2M $0.00 %0.04 %as of Jul 31, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 246,8101.1M $0.00 %0.04 %as of Jun 30, 2026 ↗
iShares Russell 2500 ETF iShares Trust 243,2701.1M $0.03 %0.04 %as of Jun 30, 2026 ↗
Handelsbanken Global Småbolag Index Criteria Handelsbanken Fonder AB 239,15210.5M SEK0.04 %0.04 %as of Mar 31, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 236,6441.1M $0.00 %0.04 %as of Jun 30, 2026 ↗
BNY Mellon Smallcap Stock Index Fund BNY MELLON INDEX FUNDS, INC. 230,8751.1M $0.13 %0.04 %as of Jul 31, 2026 ↗
Invesco S&P SmallCap 600 Revenue ETF Invesco Exchange-Traded Fund Trust II 219,1371.1M $0.06 %0.04 %as of May 31, 2026 ↗
Invesco Russell 1000 Equal Weight ETF Invesco Exchange-Traded Fund Trust II 217,7601.1M $0.14 %0.04 %as of May 31, 2026 ↗
iShares ESG Aware MSCI USA Small-Cap ETF iShares Trust 215,6011.1M $0.05 %0.04 %as of May 31, 2026 ↗
Fidelity Large Cap Value Index Fund Fidelity Salem Street Trust 196,614910.3K $0.01 %0.03 %as of Jul 31, 2026 ↗
Global Real Estate Index Fund Northern Funds 188,454870.7K $0.10 %0.03 %as of Jun 30, 2026 ↗
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 182,386844.4K $0.03 %0.03 %as of Jul 31, 2026 ↗
JPMorgan U.S. Value Factor ETF J.P. Morgan Exchange-Traded Fund Trust 179,388830.6K $0.10 %0.03 %as of Jul 31, 2026 ↗
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 178,461824.5K $0.03 %0.03 %as of Jun 30, 2026 ↗
AQR Managed Futures Strategy Fund AQR Funds 173,521801.7K $0.03 %0.03 %as of Jun 30, 2026 ↗
Fidelity Series Large Cap Value Index Fund Fidelity Salem Street Trust 167,561775.8K $0.01 %0.03 %as of Jul 31, 2026 ↗
Small Cap Stock Index Portfolio BNY MELLON INVESTMENT PORTFOLIOS 163,981757.6K $0.12 %0.03 %as of Jun 30, 2026 ↗
Index 600 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 163,779756.7K $0.12 %0.03 %as of Jun 30, 2026 ↗
ALPS Dynamic U.S. Dividend Advantage ETF ALPS ETF TRUST 158,835811.6K $0.93 %0.03 %as of May 31, 2026 ↗
iShares Russell 3000 ETF iShares Trust 158,234731K $0.00 %0.03 %as of Jun 30, 2026 ↗
Columbia Research Enhanced Core ETF Columbia ETF Trust I 148,160686K $0.01 %0.02 %as of Jul 31, 2026 ↗
LVIP Nomura U.S. REIT Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 137,928637.2K $0.16 %0.02 %as of Jun 30, 2026 ↗
AZL Small Cap Stock Index Fund Allianz Variable Insurance Products Trust 135,341625.3K $0.13 %0.02 %as of Jun 30, 2026 ↗
JPMorgan BetaBuilders U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 134,899624.6K $0.09 %0.02 %as of Jul 31, 2026 ↗
John Hancock Multifactor Small Cap ETF John Hancock Exchange-Traded Fund Trust 131,862609.2K $0.09 %0.02 %as of Jun 30, 2026 ↗
DWS Core Equity VIP DEUTSCHE DWS VARIABLE SERIES I 121,568561.6K $0.48 %0.02 %as of Jun 30, 2026 ↗
Inspire Small/Mid Cap ETF Northern Lights Fund Trust IV 116,029592.9K $0.19 %0.02 %as of May 31, 2026 ↗
VOYA SMALL COMPANY PORTFOLIO Voya VARIABLE PORTFOLIOS INC 114,763530.2K $0.24 %0.02 %as of Jun 30, 2026 ↗
VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND 113,340579.2K $0.00 %0.02 %as of May 31, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST 110,679511.3K $0.00 %0.02 %as of Jun 30, 2026 ↗
iShares Morningstar Small-Cap Value ETF iShares Trust 109,354506.3K $0.07 %0.02 %as of Jul 31, 2026 ↗
Nuveen Large Cap Value Index Fund TIAA-CREF Funds 108,811503.8K $0.00 %0.02 %as of Jul 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 ↗
ALPS Dynamic U.S. Dividend Advantage ETF ALPS ETF TRUST 0.93 %as of May 31, 2026 ↗
AMMUS GESTIO, SICAV, S.A. URQUIJO GESTION, S.A., S.G.I.I.C., SOCIEDAD UNIPERSONAL 0.90 %as of Dec 31, 2025 ↗
Climate Global Climate Resilient REIT Index ETF Exchange Listed Funds Trust 0.74 %as of May 31, 2026 ↗
Invesco S&P SmallCap Financials ETF Invesco Exchange-Traded Fund Trust II 0.62 %as of May 31, 2026 ↗
PIMCO RAE US Small Fund PIMCO Equity Series 0.57 %as of Jun 30, 2026 ↗
DWS Core Equity VIP DEUTSCHE DWS VARIABLE SERIES I 0.48 %as of Jun 30, 2026 ↗
DWS Core Equity Fund DEUTSCHE DWS INVESTMENT TRUST 0.48 %as of Jun 30, 2026 ↗
iShares Residential and Multisector Real Estate ETF iShares Trust 0.47 %as of Jun 30, 2026 ↗
Real Estate Fund Rydex Series Funds 0.46 %as of Jun 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
2026Q3221+5171,906,028+1.3 %
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
Cite this page

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