LBWM
MPT

Left Brain Wealth Management’s Medical Properties Trust MPT Stock Holding History

Left Brain 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
Q2 		– Sell
-20,000
Closed -$121K – 108
2025
Q1 		$121K Buy
+20,000
New +$101K 0.05% 88

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Left Brain Wealth Management's MPT Position: Q2 2025 in Review

Left Brain Wealth Management sold out of Medical Properties Trust (MPT) in Q2 2025, closing a stake of 20,000 shares — an estimated $121K sold.

Left Brain Wealth Management first reported a position in MPT in Q1 2025 and held it in 1 quarter. The position peaked at $121K in Q1 2025. 475 funds tracked by Wall St. Rank hold MPT as of Q2 2025.

  • Left Brain Wealth Management reported no remaining Medical Properties Trust position as of Q2 2025 after selling out during the quarter.
  • Left Brain Wealth Management sold 20,000 Medical Properties Trust shares in Q2 2025, an estimated $121K.
  • Left Brain Wealth Management first reported a position in Medical Properties Trust in Q1 2025 and held it in 1 quarter.
  • Left Brain Wealth Management's Medical Properties Trust position peaked at $121K in Q1 2025.
  • 475 funds tracked by Wall St. Rank held Medical Properties Trust as of Q2 2025.

Based on Left Brain Wealth Management's 13F filing for Q2 2025, filed 12 Aug 2025.