KFS
MPT

Keynote Financial Services’s Medical Properties Trust MPT Stock Holding History

Keynote Financial Services’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
-17,180
Closed -$87.1K – 175
2025
Q3 		$87.1K Sell
17,180
-12,895
-43% -$56.8K 0.05% 161
2025
Q2 		$130K Sell
30,075
-2,707
-8% -$13.4K 0.09% 156
2025
Q1 		$198K Sell
32,782
-2,103
-6% -$10.6K 0.14% 147
2024
Q4 		$138K Sell
34,885
-22,455
-39% -$101K 0.11% 144
2024
Q3 		$335K Sell
57,340
-1,848
-3% -$9.11K 0.26% 101
2024
Q2 		$255K Buy
59,188
+2,715
+5% +$13K 0.21% 113
2024
Q1 		$265K Buy
+56,473
New +$216K 0.22% 111

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

Keynote Financial Services's MPT Position: Q4 2025 in Review

Keynote Financial Services sold out of Medical Properties Trust (MPT) in Q4 2025, closing a stake of 17,180 shares — an estimated $87.1K sold.

Keynote Financial Services first reported a position in MPT in Q1 2024 and held it in 7 quarters. The position peaked at $335K in Q3 2024. 485 funds tracked by Wall St. Rank hold MPT as of Q4 2025.

  • Keynote Financial Services reported no remaining Medical Properties Trust position as of Q4 2025 after selling out during the quarter.
  • Keynote Financial Services sold 17,180 Medical Properties Trust shares in Q4 2025, an estimated $87.1K.
  • Keynote Financial Services first reported a position in Medical Properties Trust in Q1 2024 and held it in 7 quarters.
  • Keynote Financial Services's Medical Properties Trust position peaked at $335K in Q3 2024.
  • 485 funds tracked by Wall St. Rank held Medical Properties Trust as of Q4 2025.

Based on Keynote Financial Services's 13F filing for Q4 2025, filed 13 Feb 2026.