AWS
MPT

Atria Wealth Solutions’s Medical Properties Trust MPT Stock Holding History

Atria Wealth Solutions’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 		$202K Sell
46,961
-39,920
-46% -$197K ﹤0.01% 1388
2025
Q1 		$524K Sell
86,881
-24,609
-22% -$124K 0.01% 1176
2024
Q4 		$440K Buy
111,490
+2,948
+3% +$13.2K ﹤0.01% 1338
2024
Q3 		$635K Sell
108,542
-9,967
-8% -$49.1K 0.01% 1125
2024
Q2 		$511K Sell
118,509
-57,833
-33% -$277K 0.01% 1224
2024
Q1 		$829K Buy
176,342
+12,181
+7% +$46.6K 0.01% 998
2023
Q4 		$809K Sell
164,161
-24,912
-13% -$122K 0.01% 960
2023
Q3 		$1.03M Sell
189,073
-21,405
-10% -$171K 0.01% 797
2023
Q2 		$1.96M Sell
210,478
-64,446
-23% -$545K 0.03% 576
2023
Q1 		$2.33M Buy
274,924
+19,467
+8% +$215K 0.03% 494
2022
Q4 		$2.87M Buy
255,457
+27,238
+12% +$317K 0.05% 395
2022
Q3 		$2.71M Buy
228,219
+25,918
+13% +$393K 0.05% 381
2022
Q2 		$3.13M Sell
202,301
-10,012
-5% -$180K 0.06% 332
2022
Q1 		$4.54M Buy
+212,313
New +$4.57M 0.08% 273

Other funds holding MPT

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Atria Wealth Solutions's MPT Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Medical Properties Trust (MPT) stake by 46% in Q2 2025, selling an estimated $197K and leaving 46,961 shares worth $202K. The position accounts for ﹤0.01% of the portfolio, ranked #1388.

Atria Wealth Solutions first reported a position in MPT in Q1 2022 and has held it in 14 quarters since. The position peaked at $4.54M in Q1 2022. 475 funds tracked by Wall St. Rank hold MPT as of Q2 2025.

  • Atria Wealth Solutions held 46,961 shares of Medical Properties Trust worth $202K as of Q2 2025.
  • Atria Wealth Solutions sold 39,920 Medical Properties Trust shares in Q2 2025, an estimated $197K.
  • Medical Properties Trust made up ﹤0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1388 holding.
  • Atria Wealth Solutions first reported a position in Medical Properties Trust in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's Medical Properties Trust position peaked at $4.54M in Q1 2022.
  • 475 funds tracked by Wall St. Rank held Medical Properties Trust as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.