CWM
MPT

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

Centricity 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
Q2 		$4.86K Hold
1,128
– – ﹤0.01% 379
2025
Q1 		$6.8K Hold
1,128
– – 0.01% 354
2024
Q4 		$4.46K Buy
+1,128
New +$5.05K ﹤0.01% 395

Other funds holding MPT

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Centricity Wealth Management's MPT Position: Q2 2025 in Review

Centricity Wealth Management held its Medical Properties Trust (MPT) position steady in Q2 2025 at 1,128 shares worth $4.86K. The position accounts for ﹤0.01% of the portfolio, ranked #379.

Centricity Wealth Management first reported a position in MPT in Q4 2024 and has held it in 3 quarters since. The position peaked at $6.8K in Q1 2025. 475 funds tracked by Wall St. Rank hold MPT as of Q2 2025.

  • Centricity Wealth Management held 1,128 shares of Medical Properties Trust worth $4.86K as of Q2 2025.
  • Centricity Wealth Management left its Medical Properties Trust share count unchanged in Q2 2025.
  • Medical Properties Trust made up ﹤0.01% of Centricity Wealth Management's portfolio in Q2 2025, its #379 holding.
  • Centricity Wealth Management first reported a position in Medical Properties Trust in Q4 2024 and has held it in 3 quarters since.
  • Centricity Wealth Management's Medical Properties Trust position peaked at $6.8K in Q1 2025.
  • 475 funds tracked by Wall St. Rank held Medical Properties Trust as of Q2 2025.

Based on Centricity Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.