AAS
MPT

Avantax Advisory Services’s Medical Properties Trust MPT Stock Holding History

Avantax Advisory Services’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 		$127K Sell
29,463
-6,349
-18% -$31.4K ﹤0.01% 2267
2025
Q1 		$216K Buy
35,812
+1,552
+5% +$7.85K ﹤0.01% 2058
2024
Q4 		$135K Sell
34,260
-11,537
-25% -$51.7K ﹤0.01% 2101
2024
Q3 		$268K Buy
45,797
+512
+1% +$2.52K ﹤0.01% 1835
2024
Q2 		$195K Buy
45,285
+6,605
+17% +$31.6K ﹤0.01% 1962
2024
Q1 		$182K Buy
38,680
+4,504
+13% +$17.2K ﹤0.01% 1553
2023
Q4 		$168K Sell
34,176
-3,612
-10% -$17.7K ﹤0.01% 1492
2023
Q3 		$206K Sell
37,788
-867
-2% -$6.95K ﹤0.01% 1415
2023
Q2 		$358K Buy
38,655
+6,195
+19% +$52.4K ﹤0.01% 1089
2023
Q1 		$267K Buy
32,460
+1,357
+4% +$15K ﹤0.01% 1219
2022
Q4 		$346K Buy
31,103
+2,757
+10% +$32.1K ﹤0.01% 1028
2022
Q3 		$336K Buy
28,346
+9,791
+53% +$148K 0.01% 949
2022
Q2 		$283K Buy
18,555
+5,462
+42% +$98.3K ﹤0.01% 1043
2022
Q1 		$277K Buy
13,093
+1,191
+10% +$25.7K ﹤0.01% 1039
2021
Q4 		$281K Sell
11,902
-2,598
-18% -$55.6K ﹤0.01% 1008
2021
Q3 		$289K Sell
14,500
-4,480
-24% -$91.8K ﹤0.01% 939
2021
Q2 		$379K Buy
18,980
+1,897
+11% +$40.6K 0.01% 805
2021
Q1 		$364K Sell
17,083
-1,773
-9% -$38.1K 0.01% 722
2020
Q4 		$412K Sell
18,856
-21,709
-54% -$423K 0.01% 615
2020
Q3 		$721K Buy
40,565
+19,195
+90% +$357K 0.01% 655
2020
Q2 		$402K Buy
21,370
+938
+5% +$16.6K 0.01% 536
2020
Q1 		$354K Buy
20,432
+6,379
+45% +$133K 0.01% 526
2019
Q4 		$296K Buy
+14,053
New +$284K 0.01% 627
2019
Q2 		– Sell
-17,702
Closed -$328K – 535
2019
Q1 		$328K Buy
+17,702
New +$316K 0.02% 340

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

Avantax Advisory Services's MPT Position: Q2 2025 in Review

Avantax Advisory Services reduced its Medical Properties Trust (MPT) stake by 18% in Q2 2025, selling an estimated $31.4K and leaving 29,463 shares worth $127K. The position accounts for ﹤0.01% of the portfolio, ranked #2267.

Avantax Advisory Services first reported a position in MPT in Q1 2019 and has held it in 24 quarters since. The position peaked at $721K in Q3 2020. 475 funds tracked by Wall St. Rank hold MPT as of Q2 2025.

  • Avantax Advisory Services held 29,463 shares of Medical Properties Trust worth $127K as of Q2 2025.
  • Avantax Advisory Services sold 6,349 Medical Properties Trust shares in Q2 2025, an estimated $31.4K.
  • Medical Properties Trust made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #2267 holding.
  • Avantax Advisory Services first reported a position in Medical Properties Trust in Q1 2019 and has held it in 24 quarters since.
  • Avantax Advisory Services's Medical Properties Trust position peaked at $721K in Q3 2020.
  • 475 funds tracked by Wall St. Rank held Medical Properties Trust as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.