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

Avior 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 Q1	–	Sell	-6,030	Closed	-$23.8K	–	1726
2024 Q4	$23.8K	Hold	6,030	–	–	﹤0.01%	1372
2024 Q3	$35.3K	Buy	6,030 +400	+7%	+$1.97K	﹤0.01%	1242
2024 Q2	$24.3K	Sell	5,630 -706	-11%	-$3.38K	﹤0.01%	1305
2024 Q1	$29.8K	Buy	6,336 +706	+13%	+$2.7K	﹤0.01%	1445
2023 Q4	$27.6K	Hold	5,630	–	–	﹤0.01%	831
2023 Q3	$30.7K	Hold	5,630	–	–	﹤0.01%	865
2023 Q2	$52.1K	Hold	5,630	–	–	﹤0.01%	751
2023 Q1	$46.3K	Hold	5,630	–	–	﹤0.01%	786
2022 Q4	$62.7K	Hold	5,630	–	–	﹤0.01%	587
2022 Q3	$66K	Hold	5,630	–	–	0.01%	570
2022 Q2	$85K	Hold	5,630	–	–	0.01%	508
2022 Q1	$119K	Hold	5,630	–	–	0.01%	489
2021 Q4	$133K	Hold	5,630	–	–	0.01%	470
2021 Q3	$112K	Hold	5,630	–	–	0.01%	475
2021 Q2	$113K	Hold	5,630	–	–	0.01%	454
2021 Q1	$119K	Buy	+5,630	New	+$121K	0.01%	448
2020 Q1	–	Sell	-358	Closed	-$7K	–	856
2019 Q4	$7K	Buy	+358	New	+$7.25K	﹤0.01%	637

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Avior Wealth Management's MPT Position: Q1 2025 in Review

Avior Wealth Management sold out of Medical Properties Trust (MPT) in Q1 2025, closing a stake of 6,030 shares — an estimated $23.8K sold.

Avior Wealth Management first reported a position in MPT in Q4 2019 and held it in 17 quarters. The position peaked at $133K in Q4 2021. 470 funds tracked by Wall St. Rank hold MPT as of Q1 2025.

Avior Wealth Management reported no remaining Medical Properties Trust position as of Q1 2025 after selling out during the quarter.
Avior Wealth Management sold 6,030 Medical Properties Trust shares in Q1 2025, an estimated $23.8K.
Avior Wealth Management first reported a position in Medical Properties Trust in Q4 2019 and held it in 17 quarters.
Avior Wealth Management's Medical Properties Trust position peaked at $133K in Q4 2021.
470 funds tracked by Wall St. Rank held Medical Properties Trust as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.