MA
MPT

MONECO Advisors’s Medical Properties Trust MPT Stock Holding History

MONECO 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
Q2 		– Sell
-11,368
Closed -$68.5K – 478
2025
Q1 		$68.5K Sell
11,368
-2,900
-20% -$14.7K 0.01% 453
2024
Q4 		$56.4K Buy
14,268
+93
+0.7% +$417 0.01% 465
2024
Q3 		$82.9K Sell
14,175
-1,300
-8% -$6.41K 0.01% 430
2024
Q2 		$66.7K Sell
15,475
-109
-0.7% -$522 0.01% 415
2024
Q1 		$73.2K Sell
15,584
-2,654
-15% -$10.2K 0.01% 404
2023
Q4 		$89.5K Sell
18,238
-2,424
-12% -$11.9K 0.02% 376
2023
Q3 		$113K Sell
20,662
-1,041
-5% -$8.34K 0.03% 330
2023
Q2 		$201K Buy
21,703
+616
+3% +$5.21K 0.05% 329
2023
Q1 		$173K Buy
21,087
+845
+4% +$9.33K 0.05% 315
2022
Q4 		$226K Buy
20,242
+5,402
+36% +$62.8K 0.08% 236
2022
Q3 		$176K Sell
14,840
-746
-5% -$11.3K 0.07% 236
2022
Q2 		$238K Buy
15,586
+37
+0.2% +$666 0.09% 213
2022
Q1 		$329K Sell
15,549
-1,064
-6% -$22.9K 0.12% 167
2021
Q4 		$368K Buy
16,613
+356
+2% +$7.63K 0.14% 153
2021
Q3 		$326K Buy
16,257
+35
+0.2% +$717 0.13% 170
2021
Q2 		$326K Buy
16,222
+4,789
+42% +$102K 0.15% 146
2021
Q1 		$243K Buy
11,433
+505
+5% +$10.9K 0.12% 179
2020
Q4 		$232K Buy
10,928
+37
+0.3% +$721 0.13% 150
2020
Q3 		$192K Sell
10,891
-429
-4% -$7.98K 0.12% 150
2020
Q2 		$213K Buy
+11,320
New +$200K 0.17% 124
2020
Q1 		– Sell
-14,484
Closed -$323K – 142
2019
Q4 		$323K Buy
+14,484
New +$293K 0.23% 98

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

MONECO Advisors's MPT Position: Q2 2025 in Review

MONECO Advisors sold out of Medical Properties Trust (MPT) in Q2 2025, closing a stake of 11,368 shares — an estimated $68.5K sold.

MONECO Advisors first reported a position in MPT in Q4 2019 and held it in 21 quarters. The position peaked at $368K in Q4 2021. 475 funds tracked by Wall St. Rank hold MPT as of Q2 2025.

  • MONECO Advisors reported no remaining Medical Properties Trust position as of Q2 2025 after selling out during the quarter.
  • MONECO Advisors sold 11,368 Medical Properties Trust shares in Q2 2025, an estimated $68.5K.
  • MONECO Advisors first reported a position in Medical Properties Trust in Q4 2019 and held it in 21 quarters.
  • MONECO Advisors's Medical Properties Trust position peaked at $368K in Q4 2021.
  • 475 funds tracked by Wall St. Rank held Medical Properties Trust as of Q2 2025.

Based on MONECO Advisors's 13F filing for Q2 2025, filed 13 Aug 2025.