Future Financial Wealth Management’s Medical Properties Trust MPT Stock Holding History

Future Financial 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	-5,000	Closed	-$19.8K	–	454
2024 Q4	$19.8K	Hold	5,000	–	–	0.01%	322
2024 Q3	$29.3K	Buy	+5,000	New	+$24.7K	0.02%	301
2024 Q2	–	Sell	-8,000	Closed	-$37.6K	–	321
2024 Q1	$37.6K	Buy	+8,000	New	+$30.6K	0.03%	292
2023 Q3	–	Sell	-10,000	Closed	-$92.6K	–	109
2023 Q2	$92.6K	Buy	+10,000	New	+$84.6K	0.1%	109
2022 Q2	–	Sell	-1,000	Closed	-$21K	–	338
2022 Q1	$21K	Hold	1,000	–	–	0.02%	365
2021 Q4	$23K	Buy	+1,000	New	+$21.4K	0.02%	361

Other funds holding MPT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

DFG

Demars Financial Group Spokane Valley, Washington $361M AUM 24.02% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Future Financial Wealth Management's MPT Position: Q1 2025 in Review

Future Financial Wealth Management sold out of Medical Properties Trust (MPT) in Q1 2025, closing a stake of 5,000 shares — an estimated $19.8K sold.

Future Financial Wealth Management first reported a position in MPT in Q4 2021 and held it in 6 quarters. The position peaked at $92.6K in Q2 2023. 470 funds tracked by Wall St. Rank hold MPT as of Q1 2025.

Future Financial Wealth Management reported no remaining Medical Properties Trust position as of Q1 2025 after selling out during the quarter.
Future Financial Wealth Management sold 5,000 Medical Properties Trust shares in Q1 2025, an estimated $19.8K.
Future Financial Wealth Management first reported a position in Medical Properties Trust in Q4 2021 and held it in 6 quarters.
Future Financial Wealth Management's Medical Properties Trust position peaked at $92.6K in Q2 2023.
470 funds tracked by Wall St. Rank held Medical Properties Trust as of Q1 2025.

Based on Future Financial Wealth Management's 13F filing for Q1 2025, filed 9 Apr 2025.