AWM
MPT

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

Atticus 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 		– Sell
-115
Closed -$496 – 464
2025
Q2 		$496 Hold
115
– – ﹤0.01% 637
2025
Q1 		$694 Sell
115
-9,790
-99% -$49.5K ﹤0.01% 473
2024
Q4 		$39.1K Sell
9,905
-3,548
-26% -$15.9K 0.01% 263
2024
Q3 		$78.7K Sell
13,453
-1,876
-12% -$9.25K 0.03% 199
2024
Q2 		$66.1K Sell
15,329
-2,922
-16% -$14K 0.02% 207
2024
Q1 		$85.8K Buy
18,251
+2,057
+13% +$7.88K 0.03% 187
2023
Q4 		$79.5K Sell
16,194
-9,566
-37% -$46.8K 0.03% 197
2023
Q3 		$140K Sell
25,760
-9,624
-27% -$77.1K 0.05% 146
2023
Q2 		$328K Sell
35,384
-143,596
-80% -$1.21M 0.12% 98
2023
Q1 		$1.47M Buy
178,980
+97,453
+120% +$1.08M 0.56% 28
2022
Q4 		$908K Buy
+81,527
New +$948K 0.37% 51
2022
Q3 		– Sell
-131,483
Closed -$2.01M – 603
2022
Q2 		$2.01M Buy
131,483
+327
+0.2% +$5.88K 0.83% 25
2022
Q1 		$2.77M Buy
131,156
+25,261
+24% +$544K 1.01% 22
2021
Q4 		$2.5M Sell
105,895
-4,574
-4% -$98K 0.98% 25
2021
Q3 		$2.22M Buy
110,469
+15,769
+17% +$323K 0.97% 23
2021
Q2 		$1.9M Buy
94,700
+1,264
+1% +$27K 0.83% 29
2021
Q1 		$1.99M Sell
93,436
-34,329
-27% -$738K 0.95% 27
2020
Q4 		$2.78M Buy
127,765
+4,411
+4% +$85.9K 1.4% 20
2020
Q3 		$2.17M Buy
123,354
+7,236
+6% +$135K 1.3% 20
2020
Q2 		$2.18M Buy
116,118
+7,508
+7% +$133K 1.44% 18
2020
Q1 		$1.88M Sell
108,610
-6,300
-5% -$132K 1.51% 19
2019
Q4 		$2.43M Buy
+114,910
New +$2.33M 1.55% 21

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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Atticus Wealth Management sold out of Medical Properties Trust (MPT) in Q3 2025, closing a stake of 115 shares — an estimated $496 sold.

Atticus Wealth Management first reported a position in MPT in Q4 2019 and held it in 22 quarters. The position peaked at $2.78M in Q4 2020. 462 funds tracked by Wall St. Rank hold MPT as of Q3 2025.

  • Atticus Wealth Management reported no remaining Medical Properties Trust position as of Q3 2025 after selling out during the quarter.
  • Atticus Wealth Management sold 115 Medical Properties Trust shares in Q3 2025, an estimated $496.
  • Atticus Wealth Management first reported a position in Medical Properties Trust in Q4 2019 and held it in 22 quarters.
  • Atticus Wealth Management's Medical Properties Trust position peaked at $2.78M in Q4 2020.
  • 462 funds tracked by Wall St. Rank held Medical Properties Trust as of Q3 2025.

Based on Atticus Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.