CFO
MPT

Collective Family Office’s Medical Properties Trust MPT Stock Holding History

Collective Family Office’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 		– Sell
-11,000
Closed -$66.3K – 160
2025
Q1 		$66.3K Sell
11,000
-1,000
-8% -$5.06K 0.02% 156
2024
Q4 		$47.4K Sell
12,000
-6,000
-33% -$26.9K 0.01% 163
2024
Q3 		$105K Sell
18,000
-900
-5% -$4.44K 0.03% 168
2024
Q2 		$81.5K Sell
18,900
-2,820
-13% -$13.5K 0.02% 172
2024
Q1 		$102K Buy
21,720
+3,120
+17% +$11.9K 0.03% 175
2023
Q4 		$91.3K Sell
18,600
-3,800
-17% -$18.6K 0.03% 173
2023
Q3 		$122K Sell
22,400
-11,950
-35% -$95.7K 0.05% 165
2023
Q2 		$318K Buy
34,350
+11,430
+50% +$96.7K 0.12% 134
2023
Q1 		$188K Sell
22,920
-2,355
-9% -$26K 0.08% 166
2022
Q4 		$282K Sell
25,275
-38,200
-60% -$444K 0.13% 137
2022
Q3 		$753K Buy
63,475
+12,450
+24% +$189K 0.37% 73
2022
Q2 		$779K Buy
+51,025
New +$918K 0.34% 79

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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Collective Family Office's MPT Position: Q2 2025 in Review

Collective Family Office sold out of Medical Properties Trust (MPT) in Q2 2025, closing a stake of 11,000 shares — an estimated $66.3K sold.

Collective Family Office first reported a position in MPT in Q2 2022 and held it in 12 quarters. The position peaked at $779K in Q2 2022. 475 funds tracked by Wall St. Rank hold MPT as of Q2 2025.

  • Collective Family Office reported no remaining Medical Properties Trust position as of Q2 2025 after selling out during the quarter.
  • Collective Family Office sold 11,000 Medical Properties Trust shares in Q2 2025, an estimated $66.3K.
  • Collective Family Office first reported a position in Medical Properties Trust in Q2 2022 and held it in 12 quarters.
  • Collective Family Office's Medical Properties Trust position peaked at $779K in Q2 2022.
  • 475 funds tracked by Wall St. Rank held Medical Properties Trust as of Q2 2025.

Based on Collective Family Office's 13F filing for Q2 2025, filed 3 Jul 2025.