Loring Wolcott & Coolidge Fiduciary Advisors’s Medical Properties Trust MPT Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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 Q3	–	Sell	-1,300	Closed	-$5.6K	–	548
2025 Q2	$5.6K	Hold	1,300	–	–	﹤0.01%	494
2025 Q1	$6.93K	Hold	1,300	–	–	﹤0.01%	497
2024 Q4	$6.04K	Hold	1,300	–	–	﹤0.01%	505
2024 Q3	$6.41K	Hold	1,300	–	–	﹤0.01%	513
2024 Q2	$6.24K	Hold	1,300	–	–	﹤0.01%	512
2024 Q1	$5.88K	Hold	1,300	–	–	﹤0.01%	520
2023 Q4	$4.03K	Hold	1,300	–	–	﹤0.01%	526
2023 Q3	$6.77K	Hold	1,300	–	–	﹤0.01%	533
2023 Q2	$12K	Hold	1,300	–	–	﹤0.01%	534
2023 Q1	$10.7K	Hold	1,300	–	–	﹤0.01%	510
2022 Q4	$14.5K	Hold	1,300	–	–	﹤0.01%	483
2022 Q3	$15K	Hold	1,300	–	–	﹤0.01%	504
2022 Q2	$20K	Hold	1,300	–	–	﹤0.01%	503
2022 Q1	$27K	Hold	1,300	–	–	﹤0.01%	496
2021 Q4	$31K	Hold	1,300	–	–	﹤0.01%	500
2021 Q3	$26K	Sell	1,300 -128	-9%	-$2.62K	﹤0.01%	511
2021 Q2	$29K	Buy	+1,428	New	+$30.5K	﹤0.01%	510
2021 Q1	–	Sell	-1,300	Closed	-$28K	–	548
2020 Q4	$28K	Hold	1,300	–	–	﹤0.01%	481
2020 Q3	$23K	Hold	1,300	–	–	﹤0.01%	456
2020 Q2	$24K	Hold	1,300	–	–	﹤0.01%	428
2020 Q1	$22K	Hold	1,300	–	–	﹤0.01%	455
2019 Q4	$27K	Hold	1,300	–	–	﹤0.01%	497
2019 Q3	$25K	Hold	1,300	–	–	﹤0.01%	493
2019 Q2	$23K	Hold	1,300	–	–	﹤0.01%	498
2019 Q1	$24K	Hold	1,300	–	–	﹤0.01%	503
2018 Q4	$21K	Hold	1,300	–	–	﹤0.01%	517
2018 Q3	$19K	Hold	1,300	–	–	﹤0.01%	498
2018 Q2	$18K	Hold	1,300	–	–	﹤0.01%	510
2018 Q1	$17K	Hold	1,300	–	–	﹤0.01%	551
2017 Q4	$18K	Sell	1,300 -72	-5%	-$973	﹤0.01%	529
2017 Q3	$18K	Buy	1,372 +72	+6%	+$927	﹤0.01%	517
2017 Q2	$17K	Hold	1,300	–	–	﹤0.01%	508
2017 Q1	$17K	Hold	1,300	–	–	﹤0.01%	507
2016 Q4	$16K	Hold	1,300	–	–	﹤0.01%	488
2016 Q3	$19K	Hold	1,300	–	–	﹤0.01%	484
2016 Q2	$20K	Hold	1,300	–	–	﹤0.01%	484
2016 Q1	$17K	Sell	1,300 -1,100	-46%	-$12.5K	﹤0.01%	494
2015 Q4	$28K	Buy	2,400 +1,100	+85%	+$12.6K	﹤0.01%	484
2015 Q3	$17K	Hold	1,300	–	–	﹤0.01%	500
2015 Q2	$17K	Hold	1,300	–	–	﹤0.01%	500
2015 Q1	$19K	Hold	1,300	–	–	﹤0.01%	511
2014 Q4	$18K	Hold	1,300	–	–	﹤0.01%	508
2014 Q3	$16K	Buy	+1,300	New	+$17.3K	﹤0.01%	491

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's MPT Position: Q3 2025 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Medical Properties Trust (MPT) in Q3 2025, closing a stake of 1,300 shares — an estimated $5.6K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in MPT in Q3 2014 and held it in 43 quarters. The position peaked at $31K in Q4 2021. 462 funds tracked by Wall St. Rank hold MPT as of Q3 2025.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Medical Properties Trust position as of Q3 2025 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 1,300 Medical Properties Trust shares in Q3 2025, an estimated $5.6K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Medical Properties Trust in Q3 2014 and held it in 43 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's Medical Properties Trust position peaked at $31K in Q4 2021.
462 funds tracked by Wall St. Rank held Medical Properties Trust as of Q3 2025.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q3 2025, filed 24 Oct 2025.