NECFA
MPT

New England Capital Financial Advisors’s Medical Properties Trust MPT Stock Holding History

New England Capital Financial 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
-56
Closed -$335 – 424
2025
Q1 		$335 Buy
56
+2
+4% +$10 ﹤0.01% 370
2024
Q4 		$215 Hold
54
– – ﹤0.01% 392
2024
Q3 		$314 Buy
54
+2
+4% +$10 ﹤0.01% 374
2024
Q2 		$224 Buy
52
+2
+4% +$10 ﹤0.01% 375
2024
Q1 		$236 Buy
50
+2
+4% +$8 ﹤0.01% 379
2023
Q4 		$237 Buy
48
+1
+2% +$5 ﹤0.01% 378
2023
Q3 		$256 Buy
47
+2
+4% +$16 ﹤0.01% 371
2023
Q2 		$421 Buy
45
+1
+2% +$8 ﹤0.01% 361
2023
Q1 		$362 Buy
44
+10
+29% +$110 ﹤0.01% 403
2022
Q4 		$466 Buy
+34
New +$395 ﹤0.01% 402

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

New England Capital Financial Advisors's MPT Position: Q2 2025 in Review

New England Capital Financial Advisors sold out of Medical Properties Trust (MPT) in Q2 2025, closing a stake of 56 shares — an estimated $335 sold.

New England Capital Financial Advisors first reported a position in MPT in Q4 2022 and held it in 10 quarters. The position peaked at $466 in Q4 2022. 475 funds tracked by Wall St. Rank hold MPT as of Q2 2025.

  • New England Capital Financial Advisors reported no remaining Medical Properties Trust position as of Q2 2025 after selling out during the quarter.
  • New England Capital Financial Advisors sold 56 Medical Properties Trust shares in Q2 2025, an estimated $335.
  • New England Capital Financial Advisors first reported a position in Medical Properties Trust in Q4 2022 and held it in 10 quarters.
  • New England Capital Financial Advisors's Medical Properties Trust position peaked at $466 in Q4 2022.
  • 475 funds tracked by Wall St. Rank held Medical Properties Trust as of Q2 2025.

Based on New England Capital Financial Advisors's 13F filing for Q2 2025, filed 8 Aug 2025.