Medical Properties Trust, Inc.
US ˙ NYSE ˙ US58463J3041

SecurityMPT / Medical Properties Trust, Inc.
InstitutionCreative Planning
Latest Disclosed Ownership361,660 shares
Latest Disclosed Value $ 1,674,487
Creative Planning reports 2.97% decrease in ownership of MPT / Medical Properties Trust, Inc.

On May 12, 2026 - Creative Planning filed a 13F-HR form disclosing ownership of 361,660 shares of Medical Properties Trust, Inc. (US:MPT) valued at $1,674,486 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 372,742 shares of Medical Properties Trust, Inc.. This represents a change in shares of -2.97% during the quarter. The current value of the position is $1,790,217 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

Upgrade to unlock premium data and export to Excel .

Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-12 2026-03-31 13F MEDICAL PROPERTIES TRUST COM 58463J304 361,660 -11,082 -2.97 1,674 -10.14 0.0011
2026-02-17 2025-12-31 13F MEDICAL PPTYS TRUST COM 58463J304 372,742 30,546 8.93 1,864 7.44 0.0013
2025-11-14 2025-09-30 13F MEDICAL PPTYS TRUST COM 58463J304 342,196 177,756 108.10 1,735 144.92 0.0013
2025-08-08 2025-06-30 13F MEDICAL PPTYS TRUST COM 58463J304 164,440 -10,234 -5.86 709 -32.76 0.0006
2025-05-15 2025-03-31 13F MEDICAL PPTYS TRUST COM 58463J304 174,674 11,145 6.82 1,053 63.26 0.0010
2025-02-14 2024-12-31 13F MEDICAL PPTYS TRUST COM 58463J304 163,529 -14,727 -8.26 646 -38.10 0.0006
2024-10-11 2024-09-30 13F MEDICAL PPTYS TRUST COM 58463J304 178,256 -148,037 -45.37 1,043 -25.89 0.0010
2024-08-15 2024-06-30 13F MEDICAL PPTYS TRUST COM 58463J304 326,293 97,546 42.64 1,406 30.79 0.0015
2024-05-13 2024-03-31 13F MEDICAL PPTYS TRUST COM 58463J304 228,747 -2,264 -0.98 1,075 -5.20 0.0012
2024-02-14 2023-12-31 13F MEDICAL PPTYS TRUST COM 58463J304 231,011 77,267 50.26 1,134 35.48 0.0021
2023-11-16 2023-09-30 13F MEDICAL PPTYS TRUST COM 58463J304 153,744 19,609 14.62 838 -32.61 0.0011
2023-07-21 2023-06-30 13F MEDICAL PPTYS TRUST COM 58463J304 134,135 60,968 83.33 1,242 106.66 0.0017
2023-05-15 2023-03-31 13F MEDICAL PPTYS TRUST COM 58463J304 73,167 -14,279 -16.33 601 -38.30 0.0009
2023-02-10 2022-12-31 13F MEDICAL PPTYS TRUST COM 58463J304 87,446 -14,975 -14.62 974 -19.84 0.0015
2022-11-03 2022-09-30 13F MEDICAL PPTYS TRUST COM 58463J304 102,421 -3,336 -3.15 1,215 -24.77 0.0021
2022-08-15 2022-06-30 13F MEDICAL PPTYS TRUST COM 58463J304 105,757 282 0.27 1,615 -27.58 0.0027
2022-05-16 2022-03-31 13F MEDICAL PPTYS TRUST COM 58463J304 105,475 2,554 2.48 2,230 -8.31 0.0035
2022-02-11 2021-12-31 13F MEDICAL PPTYS TRUST COM 58463J304 102,921 1,791 1.77 2,432 19.80 0.0039
2021-11-10 2021-09-30 13F MEDICAL PPTYS TRUST COM 58463J304 101,130 3,636 3.73 2,030 3.57 0.0036
2021-08-04 2021-06-30 13F MEDICAL PPTYS TRUST COM 58463J304 97,494 -9,463 -8.85 1,960 -13.88 0.0035
2021-04-30 2021-03-31 13F CreativePlanning COM 58463J304 106,957 -7,938 -6.91 2,276 -9.11 0.0046
2021-01-29 2020-12-31 13F MEDICAL PPTYS TRUST COM 58463J304 114,895 -4,368 -3.66 2,504 19.07 0.0055
2020-11-05 2020-09-30 13F MEDICAL PPTYS TRUST COM 58463J304 119,263 -12,376 -9.40 2,103 -15.03 0.0055
2020-07-23 2020-06-30 13F MEDICAL PPTYS TRUST COM 58463J304 131,639 5,413 4.29 2,475 13.43 0.0072
2020-05-05 2020-03-31 13F MEDICAL PPTYS TRUST COM 58463J304 126,226 21,718 20.78 2,182 -1.09 0.0077
2020-01-30 2019-12-31 13F MEDICAL PPTYS TRUST COM 58463J304 104,508 -921 -0.87 2,206 6.98 0.0066
2019-11-01 2019-09-30 13F MEDICAL PPTYS TRUST COM 58463J304 105,429 2,340 2.27 2,062 14.68 0.0067
2019-07-26 2019-06-30 13F MEDICAL PPTYS TRUST COM 58463J304 103,089 71,675 228.16 1,798 209.47 0.0060
2019-04-24 2019-03-31 13F MEDICAL PPTYS TRUST COM 58463J304 31,414 -102 -0.32 581 14.60 0.0021
2019-02-12 2018-12-31 13F/A-1 MEDICAL PPTYS TRUST COM 58463J304 31,516 -15,229 -32.58 507 -27.26 0.0021
2019-02-01 2018-12-31 13F MEDICAL PPTYS TRUST COM 58463J304 31,516 -15,229 507
2018-10-25 2018-09-30 13F MEDICAL PPTYS TRUST COM 58463J304 46,745 -1,333 -2.77 697 3.26 0.0026
2018-07-20 2018-06-30 13F MEDICAL PPTYS TRUST COM 58463J304 48,078 5,227 12.20 675 21.18 0.0027
2018-04-18 2018-03-31 13F MEDICAL PPTYS TRUST COM 58463J304 42,851 -22,201 -34.13 557 -37.83 0.0023
2018-01-17 2017-12-31 13F MEDICAL PPTYS TRUST COM 58463J304 65,052 34,762 114.76 896 125.13 0.0039
2017-10-17 2017-09-30 13F MEDICAL PPTYS TRUST COM 58463J304 30,290 2,736 9.93 398 12.11 0.0018
2017-07-12 2017-06-30 13F MEDICAL PPTYS TRUST COM 58463J304 27,554 185 0.68 355 0.57 0.0018
2017-04-07 2017-03-31 13F MEDICAL PPTYS TRUST COM 58463J304 27,369 -137 -0.50 353 4.44 0.0019
2017-01-09 2016-12-31 13F MEDICAL PPTYS TRUST COM 58463J304 27,506 1,355 5.18 338 -12.44 0.0021
2016-10-12 2016-09-30 13F MEDICAL PPTYS TRUST COM 58463J304 26,151 16,282 164.98 386 157.33 0.0025
2016-07-12 2016-06-30 13F MEDICAL PPTYS TRUST COM 58463J304 9,869 550 5.90 150 23.97 0.0011
2016-04-08 2016-03-31 13F MEDICAL PPTYS TRUST COM 58463J304 9,319 -121 -1.28 121 11.01 0.0009
2016-01-11 2015-12-31 13F MEDICAL PPTYS TRUST COM 58463J304 9,440 1,850 24.37 109 29.76 0.0009
2015-10-09 2015-09-30 13F MEDICAL PPTYS TRUST COM 58463J304 7,590 7,590 0.00 84 0.0007
2015-07-09 2015-06-30 13F MEDICAL PPTYS TRUST COM 58463J304 0 -8,636 -100.00 0 -100.00
2015-04-13 2015-03-31 13F MEDICAL PPTYS TRUST COM 58463J304 8,636 8,636 0.00 127 0.0012
2015-01-29 2014-12-31 13F MEDICAL PPTYS TRUST COM 58463J304 0 -1,940 -100.00 0 -100.00
2014-10-10 2014-09-30 13F MEDICAL PPTYS TRUST COM 58463J304 1,940 -1,491 -43.46 24 -46.67 0.0003
2014-08-20 2014-06-30 13F MEDICAL PPTYS TRUST COM 58463J304 3,431 -2,520 -42.35 45 -40.79 0.0006
2014-04-11 2014-03-31 13F MEDICAL PPTYS TRUST COM 58463J304 5,951 1,025 20.81 76 26.67 0.0011
2014-01-06 2013-12-31 13F MEDICAL PPTYS TRUST COM 58463J304 4,926 1,260 34.37 60 33.33 0.0010
2013-10-10 2013-09-30 13F MEDICAL PPTYS TRUST COM 58463J304 3,666 -1,361 -27.07 45 -37.50 0.0009
2013-07-09 2013-06-30 13F MEDICAL PPTYS TRUST COM 58463J304 5,027 5,027 72 0.0017
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.