MGIA
MPT

Moneta Group Investment Advisors’s Medical Properties Trust MPT Stock Holding History

Moneta Group Investment 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
Q1 		– Sell
-10,745
Closed -$42.4K – 691
2024
Q4 		$42.4K Buy
+10,745
New +$48.1K ﹤0.01% 654

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

Moneta Group Investment Advisors's MPT Position: Q1 2025 in Review

Moneta Group Investment Advisors sold out of Medical Properties Trust (MPT) in Q1 2025, closing a stake of 10,745 shares — an estimated $42.4K sold.

Moneta Group Investment Advisors first reported a position in MPT in Q4 2024 and held it in 1 quarter. The position peaked at $42.4K in Q4 2024. 470 funds tracked by Wall St. Rank hold MPT as of Q1 2025.

  • Moneta Group Investment Advisors reported no remaining Medical Properties Trust position as of Q1 2025 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 10,745 Medical Properties Trust shares in Q1 2025, an estimated $42.4K.
  • Moneta Group Investment Advisors first reported a position in Medical Properties Trust in Q4 2024 and held it in 1 quarter.
  • Moneta Group Investment Advisors's Medical Properties Trust position peaked at $42.4K in Q4 2024.
  • 470 funds tracked by Wall St. Rank held Medical Properties Trust as of Q1 2025.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2025, filed 15 May 2025.