CTWM
MPT

Cherry Tree Wealth Management’s Medical Properties Trust MPT Stock Holding History

Cherry Tree 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
-281
Closed -$1.11K – 763
2024
Q4 		$1.11K Sell
281
-358
-56% -$1.6K ﹤0.01% 569
2024
Q3 		$3.74K Buy
+639
New +$3.15K ﹤0.01% 501
2024
Q2 		– Sell
-1,182
Closed -$5.56K – 610
2024
Q1 		$5.56K Buy
+1,182
New +$4.53K ﹤0.01% 428

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
DFG
Demars Financial Group Spokane Valley, Washington $304M AUM 17.94% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Cherry Tree Wealth Management's MPT Position: Q1 2025 in Review

Cherry Tree Wealth Management sold out of Medical Properties Trust (MPT) in Q1 2025, closing a stake of 281 shares — an estimated $1.11K sold.

Cherry Tree Wealth Management first reported a position in MPT in Q1 2024 and held it in 3 quarters. The position peaked at $5.56K in Q1 2024. 470 funds tracked by Wall St. Rank hold MPT as of Q1 2025.

  • Cherry Tree Wealth Management reported no remaining Medical Properties Trust position as of Q1 2025 after selling out during the quarter.
  • Cherry Tree Wealth Management sold 281 Medical Properties Trust shares in Q1 2025, an estimated $1.11K.
  • Cherry Tree Wealth Management first reported a position in Medical Properties Trust in Q1 2024 and held it in 3 quarters.
  • Cherry Tree Wealth Management's Medical Properties Trust position peaked at $5.56K in Q1 2024.
  • 470 funds tracked by Wall St. Rank held Medical Properties Trust as of Q1 2025.

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