AFA
MPT

Alta Fundamental Advisers’s Medical Properties Trust MPT Stock Holding History

Alta Fundamental Advisers’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
Q1 		– Sell
-141,100
Closed -$988K – 25
2024
Q4 		$988K Sell
141,100
-1,358,900
-91% -$6.09M 0.3% 25
2024
Q3 		$10.5M Buy
+1,500,000
New +$7.4M 3.03% 11
2024
Q2 		– Sell
-1,159,500
Closed -$6.96M – 29
2024
Q1 		$6.96M Buy
1,159,500
+209,500
+22% +$802K 2.63% 8
2023
Q4 		$8.15M Sell
950,000
-50,000
-5% -$245K 3.68% 6
2023
Q3 		$9.4M Buy
+1,000,000
New +$8.01M 4.48% 6

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
DFG
Demars Financial Group Spokane Valley, Washington $361M AUM 24.02% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return