Capital Fund Management (CFM)’s Medical Properties Trust MPT Stock Holding History

Capital Fund Management (CFM)’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	-222,738	Closed	-$880K	–	2217
2024 Q4	$880K	Sell	222,738 -33,260	-13%	-$149K	﹤0.01%	1791
2024 Q3	$1.5M	Sell	255,998 -225,016	-47%	-$1.11M	﹤0.01%	1562
2024 Q2	$2.07M	Sell	481,014 -371,144	-44%	-$1.78M	0.01%	1365
2024 Q1	$4.01M	Sell	852,158 -151,364	-15%	-$580K	0.01%	1154
2023 Q4	$4.93M	Buy	1,003,522 +662,855	+195%	+$3.25M	0.01%	1096
2023 Q3	$1.86M	Buy	+340,667	New	+$2.73M	0.01%	1395
2021 Q1	–	Sell	-11,278	Closed	-$246K	–	1493
2020 Q4	$246K	Buy	+11,278	New	+$220K	﹤0.01%	1232
2019 Q2	–	Sell	-22,365	Closed	-$403K	–	1815
2019 Q1	$414K	Sell	22,365 -36,978	-62%	-$659K	﹤0.01%	1317
2018 Q4	$954K	Buy	+59,343	New	+$939K	0.01%	1106

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

Capital Fund Management (CFM)'s MPT Position: Q1 2025 in Review

Capital Fund Management (CFM) sold out of Medical Properties Trust (MPT) in Q1 2025, closing a stake of 222,738 shares — an estimated $880K sold.

Capital Fund Management (CFM) first reported a position in MPT in Q4 2018 and held it in 9 quarters. The position peaked at $4.93M in Q4 2023. 470 funds tracked by Wall St. Rank hold MPT as of Q1 2025.

Capital Fund Management (CFM) reported no remaining Medical Properties Trust position as of Q1 2025 after selling out during the quarter.
Capital Fund Management (CFM) sold 222,738 Medical Properties Trust shares in Q1 2025, an estimated $880K.
Capital Fund Management (CFM) first reported a position in Medical Properties Trust in Q4 2018 and held it in 9 quarters.
Capital Fund Management (CFM)'s Medical Properties Trust position peaked at $4.93M in Q4 2023.
470 funds tracked by Wall St. Rank held Medical Properties Trust as of Q1 2025.

Based on Capital Fund Management (CFM)'s 13F filing for Q1 2025, filed 14 May 2025.