JMFC
MPT

J.M. Forbes & Co’s Medical Properties Trust MPT Stock Holding History

J.M. Forbes & Co’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
-14,444
Closed -$57.1K – 141
2024
Q4 		$57.1K Buy
+14,444
New +$64.7K 0.01% 140

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 $361M AUM 24.02% 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

J.M. Forbes & Co's MPT Position: Q1 2025 in Review

J.M. Forbes & Co sold out of Medical Properties Trust (MPT) in Q1 2025, closing a stake of 14,444 shares — an estimated $57.1K sold.

J.M. Forbes & Co first reported a position in MPT in Q4 2024 and held it in 1 quarter. The position peaked at $57.1K in Q4 2024. 470 funds tracked by Wall St. Rank hold MPT as of Q1 2025.

  • J.M. Forbes & Co reported no remaining Medical Properties Trust position as of Q1 2025 after selling out during the quarter.
  • J.M. Forbes & Co sold 14,444 Medical Properties Trust shares in Q1 2025, an estimated $57.1K.
  • J.M. Forbes & Co first reported a position in Medical Properties Trust in Q4 2024 and held it in 1 quarter.
  • J.M. Forbes & Co's Medical Properties Trust position peaked at $57.1K in Q4 2024.
  • 470 funds tracked by Wall St. Rank held Medical Properties Trust as of Q1 2025.

Based on J.M. Forbes & Co's 13F filing for Q1 2025, filed 6 May 2025.