KG&L Capital Management’s Medical Properties Trust MPT Stock Holding History

KG&L Capital 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	-46,575	Closed	-$184K	–	205
2024 Q4	$184K	Sell	46,575 -4,300	-8%	-$19.3K	0.06%	179
2024 Q3	$298K	Buy	50,875 +2,550	+5%	+$12.6K	0.1%	160
2024 Q2	$208K	Sell	48,325 -32,600	-40%	-$156K	0.07%	177
2024 Q1	$380K	Buy	80,925 +20,650	+34%	+$79.1K	0.15%	133
2023 Q4	$296K	Buy	60,275 +29,450	+96%	+$144K	0.12%	139
2023 Q3	$168K	Sell	30,825 -4,130	-12%	-$33.1K	0.08%	147
2023 Q2	$324K	Buy	34,955 +8,660	+33%	+$73.2K	0.16%	111
2023 Q1	$216K	Buy	+26,295	New	+$290K	0.11%	124

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

KG&L Capital Management's MPT Position: Q1 2025 in Review

KG&L Capital Management sold out of Medical Properties Trust (MPT) in Q1 2025, closing a stake of 46,575 shares — an estimated $184K sold.

KG&L Capital Management first reported a position in MPT in Q1 2023 and held it in 8 quarters. The position peaked at $380K in Q1 2024. 470 funds tracked by Wall St. Rank hold MPT as of Q1 2025.

KG&L Capital Management reported no remaining Medical Properties Trust position as of Q1 2025 after selling out during the quarter.
KG&L Capital Management sold 46,575 Medical Properties Trust shares in Q1 2025, an estimated $184K.
KG&L Capital Management first reported a position in Medical Properties Trust in Q1 2023 and held it in 8 quarters.
KG&L Capital Management's Medical Properties Trust position peaked at $380K in Q1 2024.
470 funds tracked by Wall St. Rank held Medical Properties Trust as of Q1 2025.

Based on KG&L Capital Management's 13F filing for Q1 2025, filed 23 Apr 2025.