EI
MPT

Ellevest Inc’s Medical Properties Trust MPT Stock Holding History

Ellevest Inc’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
-10,697
Closed -$54.2K – 446
2025
Q3 		$54.2K Sell
10,697
-10,104
-49% -$44.5K 0.01% 426
2025
Q2 		$89.7K Sell
20,801
-3,339
-14% -$16.5K 0.01% 386
2025
Q1 		$146K Buy
24,140
+1,156
+5% +$5.84K 0.01% 381
2024
Q4 		$90.8K Buy
22,984
+709
+3% +$3.18K 0.01% 404
2024
Q3 		$130K Sell
22,275
-459
-2% -$2.26K 0.01% 413
2024
Q2 		$98K Sell
22,734
-4,730
-17% -$22.7K 0.01% 396
2024
Q1 		$129K Buy
27,464
+10,084
+58% +$38.6K 0.01% 388
2023
Q4 		$85.3K Buy
+17,380
New +$85.1K 0.01% 377
2023
Q3 		– Sell
-10,491
Closed -$97.1K – 371
2023
Q2 		$97.1K Buy
10,491
+1,969
+23% +$16.7K 0.01% 348
2023
Q1 		$70.1K Sell
8,522
-868
-9% -$9.58K 0.01% 520
2022
Q4 		$105K Buy
9,390
+5,486
+141% +$63.8K 0.01% 422
2022
Q3 		$46K Buy
3,904
+2,955
+311% +$44.8K ﹤0.01% 607
2022
Q2 		$14K Sell
949
-1,163
-55% -$20.9K ﹤0.01% 828
2022
Q1 		$45K Sell
2,112
-620
-23% -$13.4K ﹤0.01% 555
2021
Q4 		$65K Buy
2,732
+2,628
+2,527% +$56.3K 0.01% 460
2021
Q3 		$2K Buy
+104
New +$2.13K ﹤0.01% 1154
2020
Q4 		– Sell
-552
Closed -$10K – 1289
2020
Q3 		$10K Buy
+552
New +$10.3K ﹤0.01% 656

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

Ellevest Inc's MPT Position: Q4 2025 in Review

Ellevest Inc sold out of Medical Properties Trust (MPT) in Q4 2025, closing a stake of 10,697 shares — an estimated $54.2K sold.

Ellevest Inc first reported a position in MPT in Q3 2020 and held it in 17 quarters. The position peaked at $146K in Q1 2025. 485 funds tracked by Wall St. Rank hold MPT as of Q4 2025.

  • Ellevest Inc reported no remaining Medical Properties Trust position as of Q4 2025 after selling out during the quarter.
  • Ellevest Inc sold 10,697 Medical Properties Trust shares in Q4 2025, an estimated $54.2K.
  • Ellevest Inc first reported a position in Medical Properties Trust in Q3 2020 and held it in 17 quarters.
  • Ellevest Inc's Medical Properties Trust position peaked at $146K in Q1 2025.
  • 485 funds tracked by Wall St. Rank held Medical Properties Trust as of Q4 2025.

Based on Ellevest Inc's 13F filing for Q4 2025, filed 10 Feb 2026.