AWM
MPT

Accel Wealth Management’s Medical Properties Trust MPT Stock Holding History

Accel Wealth Management’s Portfolio MPT Stock Details MPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-16,770
Closed -$101K – 275
2025
Q1 		$101K Sell
16,770
-334
-2% -$1.69K 0.04% 252
2024
Q4 		$67.6K Buy
17,104
+78
+0.5% +$349 0.03% 247
2024
Q3 		$99.6K Sell
17,026
-328
-2% -$1.62K 0.04% 252
2024
Q2 		$74.8K Sell
17,354
-20,385
-54% -$97.7K 0.03% 240
2024
Q1 		$177K Buy
37,739
+16,124
+75% +$61.7K 0.08% 219
2023
Q4 		$106K Buy
+21,615
New +$106K 0.05% 190
2023
Q2 		– Sell
-6,279
Closed -$51.6K – 596
2023
Q1 		$51.6K Sell
6,279
-664
-10% -$7.33K 0.02% 473
2022
Q4 		$77.3K Sell
6,943
-1,053
-13% -$12.2K 0.04% 280
2022
Q3 		$96K Hold
7,996
– – 0.05% 257
2022
Q2 		$126K Buy
7,996
+81
+1% +$1.46K 0.07% 204
2022
Q1 		$170K Buy
7,915
+80
+1% +$1.72K 0.09% 177
2021
Q4 		$185K Buy
7,835
+1,372
+21% +$29.4K 0.09% 175
2021
Q3 		$130K Sell
6,463
-734
-10% -$15K 0.08% 190
2021
Q2 		$145K Buy
7,197
+5,271
+274% +$113K 0.1% 191
2021
Q1 		$41K Buy
1,926
+6
+0.3% +$129 0.03% 350
2020
Q4 		$42K Buy
+1,920
New +$37.4K 0.04% 329

Other funds holding MPT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Accel Wealth Management's MPT Position: Q2 2025 in Review

Accel Wealth Management sold out of Medical Properties Trust (MPT) in Q2 2025, closing a stake of 16,770 shares — an estimated $101K sold.

Accel Wealth Management first reported a position in MPT in Q4 2020 and held it in 16 quarters. The position peaked at $185K in Q4 2021. 475 funds tracked by Wall St. Rank hold MPT as of Q2 2025.

  • Accel Wealth Management reported no remaining Medical Properties Trust position as of Q2 2025 after selling out during the quarter.
  • Accel Wealth Management sold 16,770 Medical Properties Trust shares in Q2 2025, an estimated $101K.
  • Accel Wealth Management first reported a position in Medical Properties Trust in Q4 2020 and held it in 16 quarters.
  • Accel Wealth Management's Medical Properties Trust position peaked at $185K in Q4 2021.
  • 475 funds tracked by Wall St. Rank held Medical Properties Trust as of Q2 2025.

Based on Accel Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.