LC
MPT

Lavaca Capital’s Medical Properties Trust MPT Stock Holding History

Lavaca Capital’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
-16,255
Closed -$64.2K – 287
2024
Q4 		$64.2K Hold
16,255
– – 0.03% 163
2024
Q3 		$95.1K Buy
+16,255
New +$80.1K 0.04% 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
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

Lavaca Capital's MPT Position: Q1 2025 in Review

Lavaca Capital sold out of Medical Properties Trust (MPT) in Q1 2025, closing a stake of 16,255 shares — an estimated $64.2K sold.

Lavaca Capital first reported a position in MPT in Q3 2024 and held it in 2 quarters. The position peaked at $95.1K in Q3 2024. 470 funds tracked by Wall St. Rank hold MPT as of Q1 2025.

  • Lavaca Capital reported no remaining Medical Properties Trust position as of Q1 2025 after selling out during the quarter.
  • Lavaca Capital sold 16,255 Medical Properties Trust shares in Q1 2025, an estimated $64.2K.
  • Lavaca Capital first reported a position in Medical Properties Trust in Q3 2024 and held it in 2 quarters.
  • Lavaca Capital's Medical Properties Trust position peaked at $95.1K in Q3 2024.
  • 470 funds tracked by Wall St. Rank held Medical Properties Trust as of Q1 2025.

Based on Lavaca Capital's 13F filing for Q1 2025, filed 15 May 2025.