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

Apollon 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 Q4	–	Sell	-10,875	Closed	-$55.1K	–	1357
2025 Q3	$55.1K	Sell	10,875 -115	-1%	-$507	﹤0.01%	1292
2025 Q2	$47.4K	Buy	+10,990	New	+$54.3K	﹤0.01%	1244
2025 Q1	–	Sell	-11,149	Closed	-$44K	–	1253
2024 Q4	$44K	Buy	+11,149	New	+$49.9K	﹤0.01%	1175
2024 Q3	–	Sell	-11,203	Closed	-$48.3K	–	1162
2024 Q2	$48.3K	Sell	11,203 -1,940	-15%	-$9.3K	﹤0.01%	1072
2024 Q1	$61.8K	Buy	+13,143	New	+$50.3K	﹤0.01%	1079
2023 Q4	–	Sell	-13,035	Closed	-$71K	–	1096
2023 Q3	$71K	Buy	+13,035	New	+$104K	﹤0.01%	878

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

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Apollon Wealth Management's MPT Position: Q4 2025 in Review

Apollon Wealth Management sold out of Medical Properties Trust (MPT) in Q4 2025, closing a stake of 10,875 shares — an estimated $55.1K sold.

Apollon Wealth Management first reported a position in MPT in Q3 2023 and held it in 6 quarters. The position peaked at $71K in Q3 2023. 485 funds tracked by Wall St. Rank hold MPT as of Q4 2025.

Apollon Wealth Management reported no remaining Medical Properties Trust position as of Q4 2025 after selling out during the quarter.
Apollon Wealth Management sold 10,875 Medical Properties Trust shares in Q4 2025, an estimated $55.1K.
Apollon Wealth Management first reported a position in Medical Properties Trust in Q3 2023 and held it in 6 quarters.
Apollon Wealth Management's Medical Properties Trust position peaked at $71K in Q3 2023.
485 funds tracked by Wall St. Rank held Medical Properties Trust as of Q4 2025.

Based on Apollon Wealth Management's 13F filing for Q4 2025, filed 22 Jan 2026.