BAM
MPT

Belpointe Asset Management’s Medical Properties Trust MPT Stock Holding History

Belpointe Asset 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
-11,252
Closed -$48.5K – 1026
2025
Q2 		$48.5K Sell
11,252
-8,870
-44% -$43.8K ﹤0.01% 920
2025
Q1 		$121K Sell
20,122
-3,650
-15% -$18.5K 0.01% 883
2024
Q4 		$107K Buy
23,772
+15
+0.1% +$67 0.01% 829
2024
Q3 		$139K Sell
23,757
-159
-0.7% -$784 0.01% 828
2024
Q2 		$103K Sell
23,916
-12,595
-34% -$60.4K 0.01% 755
2024
Q1 		$172K Sell
36,511
-44,898
-55% -$172K 0.01% 748
2023
Q4 		$400K Buy
81,409
+14,278
+21% +$69.9K 0.04% 433
2023
Q3 		$366K Sell
67,131
-17,637
-21% -$141K 0.04% 415
2023
Q2 		$785K Sell
84,768
-31,833
-27% -$269K 0.08% 228
2023
Q1 		$958K Buy
116,601
+111,236
+2,073% +$1.23M 0.05% 343
2022
Q4 		$59.8K Sell
5,365
-4,786
-47% -$55.6K ﹤0.01% 1501
2022
Q3 		$120K Buy
+10,151
New +$154K 0.01% 1069
2022
Q2 		– Sell
-4,775
Closed -$101K – 1213
2022
Q1 		$101K Buy
4,775
+271
+6% +$5.84K 0.01% 1212
2021
Q4 		$107K Buy
+4,504
New +$96.5K 0.01% 1162
2021
Q3 		– Sell
-5,734
Closed -$116K – 1225
2021
Q2 		$116K Sell
5,734
-6,723
-54% -$144K 0.01% 1065
2021
Q1 		$265K Sell
12,457
-2,581
-17% -$55.5K 0.02% 634
2020
Q4 		$328K Buy
15,038
+2,690
+22% +$52.4K 0.03% 527
2020
Q3 		$218K Buy
+12,348
New +$230K 0.02% 523

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

Belpointe Asset Management's MPT Position: Q3 2025 in Review

Belpointe Asset Management sold out of Medical Properties Trust (MPT) in Q3 2025, closing a stake of 11,252 shares — an estimated $48.5K sold.

Belpointe Asset Management first reported a position in MPT in Q3 2020 and held it in 18 quarters. The position peaked at $958K in Q1 2023. 462 funds tracked by Wall St. Rank hold MPT as of Q3 2025.

  • Belpointe Asset Management reported no remaining Medical Properties Trust position as of Q3 2025 after selling out during the quarter.
  • Belpointe Asset Management sold 11,252 Medical Properties Trust shares in Q3 2025, an estimated $48.5K.
  • Belpointe Asset Management first reported a position in Medical Properties Trust in Q3 2020 and held it in 18 quarters.
  • Belpointe Asset Management's Medical Properties Trust position peaked at $958K in Q1 2023.
  • 462 funds tracked by Wall St. Rank held Medical Properties Trust as of Q3 2025.

Based on Belpointe Asset Management's 13F filing for Q3 2025, filed 3 Nov 2025.