MYIA
MPT

Mount Yale Investment Advisors’s Medical Properties Trust MPT Stock Holding History

Mount Yale 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
Q3 		– Sell
-703
Closed -$3.03K – 1245
2025
Q2 		$3.03K Buy
+703
New +$3.47K ﹤0.01% 1289

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

Mount Yale Investment Advisors's MPT Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of Medical Properties Trust (MPT) in Q3 2025, closing a stake of 703 shares — an estimated $3.03K sold.

Mount Yale Investment Advisors first reported a position in MPT in Q2 2025 and held it in 1 quarter. The position peaked at $3.03K in Q2 2025. 462 funds tracked by Wall St. Rank hold MPT as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining Medical Properties Trust position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 703 Medical Properties Trust shares in Q3 2025, an estimated $3.03K.
  • Mount Yale Investment Advisors first reported a position in Medical Properties Trust in Q2 2025 and held it in 1 quarter.
  • Mount Yale Investment Advisors's Medical Properties Trust position peaked at $3.03K in Q2 2025.
  • 462 funds tracked by Wall St. Rank held Medical Properties Trust as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.