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

AllSquare 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 Q3	$1.01K	Hold	200	–	–	﹤0.01%	484
2025 Q2	$862	Hold	200	–	–	﹤0.01%	493
2025 Q1	$1.21K	Hold	200	–	–	﹤0.01%	481
2024 Q4	$790	Hold	200	–	–	﹤0.01%	491
2024 Q3	$1.17K	Hold	200	–	–	﹤0.01%	483
2024 Q2	$862	Hold	200	–	–	﹤0.01%	487
2024 Q1	$940	Hold	200	–	–	﹤0.01%	487
2023 Q4	$982	Hold	200	–	–	﹤0.01%	484
2023 Q3	$1.09K	Hold	200	–	–	﹤0.01%	490
2023 Q2	$1.63K	Hold	200	–	–	﹤0.01%	487
2023 Q1	$1.64K	Buy	+200	New	+$2.21K	﹤0.01%	481
2022 Q3	–	Sell	-4,400	Closed	-$67K	–	519
2022 Q2	$67K	Sell	4,400 -4,800	-52%	-$86.4K	0.05%	169
2022 Q1	$194K	Hold	9,200	–	–	0.12%	100
2021 Q4	$217K	Buy	9,200 +200	+2%	+$4.28K	0.13%	96
2021 Q3	$181K	Sell	9,000 -200	-2%	-$4.1K	0.11%	101
2021 Q2	$185K	Buy	+9,200	New	+$197K	0.11%	103

Other funds holding MPT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AllSquare Wealth Management's MPT Position: Q3 2025 in Review

AllSquare Wealth Management held its Medical Properties Trust (MPT) position steady in Q3 2025 at 200 shares worth $1.01K. The position accounts for ﹤0.01% of the portfolio, ranked #484.

AllSquare Wealth Management first reported a position in MPT in Q2 2021 and has held it in 16 quarters since. The position peaked at $217K in Q4 2021. 462 funds tracked by Wall St. Rank hold MPT as of Q3 2025.

AllSquare Wealth Management held 200 shares of Medical Properties Trust worth $1.01K as of Q3 2025.
AllSquare Wealth Management left its Medical Properties Trust share count unchanged in Q3 2025.
Medical Properties Trust made up ﹤0.01% of AllSquare Wealth Management's portfolio in Q3 2025, its #484 holding.
AllSquare Wealth Management first reported a position in Medical Properties Trust in Q2 2021 and has held it in 16 quarters since.
AllSquare Wealth Management's Medical Properties Trust position peaked at $217K in Q4 2021.
462 funds tracked by Wall St. Rank held Medical Properties Trust as of Q3 2025.

Based on AllSquare Wealth Management's 13F filing for Q3 2025, filed 12 Jan 2026.