CLA
MPT

Carnegie Lake Advisors’s Medical Properties Trust MPT Stock Holding History

Carnegie Lake Advisors’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
Q4 		– Sell
-13,500
Closed -$68.4K – 168
2025
Q3 		$68.4K Hold
13,500
– – 0.03% 164
2025
Q2 		$58K Hold
13,500
– – 0.02% 161
2025
Q1 		$81K Buy
13,500
+250
+2% +$1.26K 0.03% 159
2024
Q4 		$52K Sell
13,250
-24,685
-65% -$111K 0.02% 160
2024
Q3 		$222K Buy
+37,935
New +$187K 0.09% 139

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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Carnegie Lake Advisors's MPT Position: Q4 2025 in Review

Carnegie Lake Advisors sold out of Medical Properties Trust (MPT) in Q4 2025, closing a stake of 13,500 shares — an estimated $68.4K sold.

Carnegie Lake Advisors first reported a position in MPT in Q3 2024 and held it in 5 quarters. The position peaked at $222K in Q3 2024. 485 funds tracked by Wall St. Rank hold MPT as of Q4 2025.

  • Carnegie Lake Advisors reported no remaining Medical Properties Trust position as of Q4 2025 after selling out during the quarter.
  • Carnegie Lake Advisors sold 13,500 Medical Properties Trust shares in Q4 2025, an estimated $68.4K.
  • Carnegie Lake Advisors first reported a position in Medical Properties Trust in Q3 2024 and held it in 5 quarters.
  • Carnegie Lake Advisors's Medical Properties Trust position peaked at $222K in Q3 2024.
  • 485 funds tracked by Wall St. Rank held Medical Properties Trust as of Q4 2025.

Based on Carnegie Lake Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.