MAWAG
MPT

Mid-American Wealth Advisory Group’s Medical Properties Trust MPT Stock Holding History

Mid-American Wealth Advisory Group’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
-185
Closed -$797 – 208
2025
Q2 		$797 Buy
+185
New +$914 ﹤0.01% 298

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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mid-American Wealth Advisory Group's MPT Position: Q3 2025 in Review

Mid-American Wealth Advisory Group sold out of Medical Properties Trust (MPT) in Q3 2025, closing a stake of 185 shares — an estimated $797 sold.

Mid-American Wealth Advisory Group first reported a position in MPT in Q2 2025 and held it in 1 quarter. The position peaked at $797 in Q2 2025. 462 funds tracked by Wall St. Rank hold MPT as of Q3 2025.

  • Mid-American Wealth Advisory Group reported no remaining Medical Properties Trust position as of Q3 2025 after selling out during the quarter.
  • Mid-American Wealth Advisory Group sold 185 Medical Properties Trust shares in Q3 2025, an estimated $797.
  • Mid-American Wealth Advisory Group first reported a position in Medical Properties Trust in Q2 2025 and held it in 1 quarter.
  • Mid-American Wealth Advisory Group's Medical Properties Trust position peaked at $797 in Q2 2025.
  • 462 funds tracked by Wall St. Rank held Medical Properties Trust as of Q3 2025.

Based on Mid-American Wealth Advisory Group's 13F filing for Q3 2025, filed 20 Oct 2025.