CPG
MPT

Cornerstone Planning Group’s Medical Properties Trust MPT Stock Holding History

Cornerstone Planning Group’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
-538
Closed -$2.87K – 1636
2025
Q1 		$2.87K Buy
538
+8
+2% +$40 ﹤0.01% 894
2024
Q4 		$2.46K Sell
530
-131
-20% -$587 ﹤0.01% 736
2024
Q3 		$3.08K Buy
661
+7
+1% +$35 ﹤0.01% 677
2024
Q2 		$2.99K Buy
654
+18
+3% +$86 ﹤0.01% 684
2024
Q1 		$3.1K Buy
636
+177
+39% +$678 ﹤0.01% 594
2023
Q4 		$2.25K Buy
459
+13
+3% +$64 ﹤0.01% 611
2023
Q3 		$2.43K Buy
446
+12
+3% +$96 ﹤0.01% 621
2023
Q2 		$4.01K Buy
+434
New +$3.67K ﹤0.01% 966
2022
Q4 		$5.59K Buy
+419
New +$4.87K ﹤0.01% 844

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

Cornerstone Planning Group's MPT Position: Q2 2025 in Review

Cornerstone Planning Group sold out of Medical Properties Trust (MPT) in Q2 2025, closing a stake of 538 shares — an estimated $2.87K sold.

Cornerstone Planning Group first reported a position in MPT in Q4 2022 and held it in 9 quarters. The position peaked at $5.59K in Q4 2022. 475 funds tracked by Wall St. Rank hold MPT as of Q2 2025.

  • Cornerstone Planning Group reported no remaining Medical Properties Trust position as of Q2 2025 after selling out during the quarter.
  • Cornerstone Planning Group sold 538 Medical Properties Trust shares in Q2 2025, an estimated $2.87K.
  • Cornerstone Planning Group first reported a position in Medical Properties Trust in Q4 2022 and held it in 9 quarters.
  • Cornerstone Planning Group's Medical Properties Trust position peaked at $5.59K in Q4 2022.
  • 475 funds tracked by Wall St. Rank held Medical Properties Trust as of Q2 2025.

Based on Cornerstone Planning Group's 13F filing for Q2 2025, filed 11 Aug 2025.