의료 자산 신탁, Inc.
MX ˙ BMV ˙ US58463J3041
SecurityMX:MPW / Medical Properties Trust, Inc.
InstitutionPrincipal Financial Group Inc
Latest Disclosed Ownership2,390,354 shares
Latest Disclosed Value $ 11,067,338
Principal Financial Group Inc reports 2.01% increase in ownership of MPW / Medical Properties Trust, Inc.

On May 4, 2026 - Principal Financial Group Inc filed a 13F-HR form disclosing ownership of 2,390,354 shares of Medical Properties Trust, Inc. (MX:MPW) valued at $11,067,338 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 2,343,184 shares of Medical Properties Trust, Inc.. This represents a change in shares of 2.01% during the quarter.

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.

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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)
2026-05-04 2026-03-31 13F MEDICAL PROPERTIES TRUST COM 58463J304 2,390,354 47,170 2.01 11,067 -5.53 0.0059
2026-02-02 2025-12-31 13F MEDICAL PPTYS TRUST COM 58463J304 2,343,184 -21,555 -0.91 11,716 -2.29 0.0060
2025-11-04 2025-09-30 13F MEDICAL PPTYS TRUST COM 58463J304 2,364,739 -593,959 -20.08 11,989 -5.98 0.0060
2025-08-08 2025-06-30 13F MEDICAL PPTYS TRUST COM 58463J304 2,958,698 -20,396 -0.68 12,752 -29.02 0.0067
2025-04-28 2025-03-31 13F MEDICAL PPTYS TRUST COM 58463J304 2,979,094 66,820 2.29 17,964 56.16 0.0101
2025-01-31 2024-12-31 13F MEDICAL PPTYS TRUST COM 58463J304 2,912,274 86,925 3.08 11,503 -30.40 0.0063
2024-10-31 2024-09-30 13F MEDICAL PPTYS TRUST COM 58463J304 2,825,349 -122,055 -4.14 16,528 30.11 0.0091
2024-07-29 2024-06-30 13F MEDICAL PPTYS TRUST COM 58463J304 2,947,404 -143,486 -4.64 12,703 -12.56 0.0075
2024-04-29 2024-03-31 13F MEDICAL PPTYS TRUST COM 58463J304 3,090,890 891,957 40.56 14,527 34.56 0.0085
2024-02-07 2023-12-31 13F MEDICAL PPTYS TRUST COM 58463J304 2,198,933 -8,102 -0.37 10,797 -10.24 0.0069
2023-11-02 2023-09-30 13F MEDICAL PPTYS TRUST COM 58463J304 2,207,035 -483,377 -17.97 12,028 -40.66 0.0086
2023-08-07 2023-06-30 13F MEDICAL PPTYS TRUST COM 58463J304 2,690,412 -5,087,267 -65.41 20,269 -68.30 0.0139
2023-05-09 2023-03-31 13F MEDICAL PPTYS TRUST COM 58463J304 7,777,679 -12,266,327 -61.20 63,932 -71.37 0.0457
2023-02-09 2022-12-31 13F MEDICAL PPTYS TRUST COM 58463J304 20,044,006 2,330,812 13.16 223,290 6.29 0.1681
2022-11-09 2022-09-30 13F MEDICAL PPTYS TRUST COM 58463J304 17,713,194 -2,596,239 -12.78 210,074 -32.26 0.1670
2022-08-10 2022-06-30 13F MEDICAL PPTYS TRUST COM 58463J304 20,309,433 -922,642 -4.35 310,130 -30.90 0.2295
2022-05-09 2022-03-31 13F MEDICAL PPTYS TRUST COM 58463J304 21,232,075 409,146 1.96 448,845 -8.43 0.1781
2022-05-09 2022-03-31 13F MEDICAL PPTYS TRUST COM 58463J304 21,174,653 447,631
2022-02-09 2021-12-31 13F MEDICAL PPTYS TRUST COM 58463J304 20,822,929 379,862 1.86 490,158 19.47 0.2926
2021-11-09 2021-09-30 13F MEDICAL PPTYS TRUST COM 58463J304 20,443,067 16,179,381 379.47 410,291 378.76 0.2676
2021-08-10 2021-06-30 13F MEDICAL PPTYS TRUST COM 58463J304 4,263,686 38,760 0.92 85,699 -4.68 0.0554
2021-05-10 2021-03-31 13F MEDICAL PPTYS TRUST COM 58463J304 4,224,926 230,887 5.78 89,906 3.31 0.0634
2021-02-23 2020-12-31 13F/A-1 MEDICAL PPTYS TRUST COM 58463J304 3,994,039 -424,877 -9.61 87,029 11.71 0.0645
2021-02-08 2020-12-31 13F MEDICAL PPTYS TRUST COM 58463J304 3,994,182 -424,734 87,033 34,240.1235
2020-11-06 2020-09-30 13F MEDICAL PPTYS TRUST COM 58463J304 4,418,916 -852,495 -16.17 77,906 -21.39 0.0656
2020-08-05 2020-06-30 13F MEDICAL PPTYS TRUST COM 58463J304 5,271,411 -142,572 -2.63 99,103 5.88 0.0879
2020-05-12 2020-03-31 13F MEDICAL PPTYS TRUST COM 58463J304 5,413,983 -1,504,259 -21.74 93,599 -35.91 0.1036
2020-02-05 2019-12-31 13F MEDICAL PPTYS TRUST COM 58463J304 6,918,242 156,806 2.32 146,044 10.43 0.1217
2019-11-13 2019-09-30 13F MEDICAL PPTYS TRUST COM 58463J304 6,761,436 -32,356 -0.48 132,254 11.62 0.1166
2019-08-12 2019-06-30 13F MEDICAL PPTYS TRUST COM 58463J304 6,793,792 -23,590 -0.35 118,483 -6.11 0.1065
2019-05-10 2019-03-31 13F MEDICAL PPTYS TRUST COM 58463J304 6,817,382 -512,787 -7.00 126,191 7.06 0.1175
2019-02-14 2018-12-31 13F MEDICAL PPTYS TRUST COM 58463J304 7,330,169 -3,990,061 -35.25 117,869 -30.17 0.1256
2018-11-14 2018-09-30 13F MEDICAL PPTYS TRUST COM 58463J304 11,320,230 -45,623 -0.40 168,783 5.77 0.1488
2018-08-13 2018-06-30 13F MEDICAL PPTYS TRUST COM 58463J304 11,365,853 -259,242 -2.23 159,578 5.59 0.1467
2018-05-14 2018-03-31 13F MEDICAL PPTYS TRUST COM 58463J304 11,625,095 399,460 3.56 151,128 -2.30 0.1452
2018-02-12 2017-12-31 13F MEDICAL PPTYS TRUST COM 58463J304 11,225,635 -812,130 -6.75 154,690 -2.13 0.1424
2017-11-02 2017-09-30 13F MEDICAL PPTYS TRUST COM 58463J304 12,037,765 178,569 1.51 158,057 3.56 0.1533
2017-08-08 2017-06-30 13F MEDICAL PPTYS TRUST COM 58463J304 11,859,196 6,973,902 142.75 152,628 142.38 0.1530
2017-05-11 2017-03-31 13F MEDICAL PPTYS TRUST COM 58463J304 4,885,294 621,035 14.56 62,971 20.06 0.0758
2017-02-13 2016-12-31 13F MEDICAL PPTYS TRUST COM 58463J304 4,264,259 1,023,027 31.56 52,450 9.56 0.0665
2016-11-10 2016-09-30 13F MEDICAL PPTYS TRUST COM 58463J304 3,241,232 362,633 12.60 47,872 9.34 0.0632
2016-08-09 2016-06-30 13F MEDICAL PPTYS TRUST COM 58463J304 2,878,599 -1,147,368 -28.50 43,784 -16.22 0.0611
2016-05-10 2016-03-31 13F MEDICAL PPTYS TRUST COM 58463J304 4,025,967 139,644 3.59 52,258 16.83 0.0759
2016-02-09 2015-12-31 13F MEDICAL PPTYS TRUST COM 58463J304 3,886,323 82,723 2.17 44,731 6.33 0.0665
2015-11-12 2015-09-30 13F/A-1 MEDICAL PPTYS TRUST COM 58463J304 3,803,600 497,748 15.06 42,068 -2.93 0.0661
2015-11-09 2015-09-30 13F MEDICAL PPTYS TRUST COM 58463J304 3,803,600 42,068
2015-08-10 2015-06-30 13F MEDICAL PPTYS TRUST COM 58463J304 3,305,852 1,509,232 84.00 43,340 63.66 0.0646
2015-05-14 2015-03-31 13F/A-1 MEDICAL PPTYS TRUST COM 58463J304 1,796,620 -754,599 -29.58 26,482 -24.67 0.0395
2015-05-12 2015-03-31 13F MEDICAL PPTYS TRUST COM 58463J304 1,796,620 26,482
2015-02-12 2014-12-31 13F MEDICAL PPTYS TRUST COM 58463J304 2,551,219 272,775 11.97 35,155 25.85 0.0546
2014-11-13 2014-09-30 13F MEDICAL PPTYS TRUST COM 58463J304 2,278,444 160,673 7.59 27,934 -0.38 0.0474
2014-08-12 2014-06-30 13F MEDICAL PPTYS TRUST COM 58463J304 2,117,771 -1,014,996 -32.40 28,040 -30.02 0.0472
2014-05-13 2014-03-31 13F MEDICAL PPTYS TRUST COM 58463J304 3,132,767 6,867 0.22 40,066 4.89 0.0715
2014-02-12 2013-12-31 13F MEDICAL PPTYS TRUST COM 58463J304 3,125,900 -354,862 -10.19 38,199 -9.83 0.0713
2013-11-05 2013-09-30 13F MEDICAL PPTYS TRUST COM 58463J304 3,480,762 43,831 1.28 42,361 -13.93 0.0875
2013-08-12 2013-06-30 13F MEDICAL PPTYS TRUST COM 58463J304 3,436,931 3,436,931 49,218 0.1090
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.