NWWA
MPT

New Wave Wealth Advisors’s Medical Properties Trust MPT Stock Holding History

New Wave Wealth 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
-309
Closed -$1.22K – 463
2024
Q4 		$1.22K Buy
+309
New +$1.38K ﹤0.01% 607

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

New Wave Wealth Advisors's MPT Position: Q1 2025 in Review

New Wave Wealth Advisors sold out of Medical Properties Trust (MPT) in Q1 2025, closing a stake of 309 shares — an estimated $1.22K sold.

New Wave Wealth Advisors first reported a position in MPT in Q4 2024 and held it in 1 quarter. The position peaked at $1.22K in Q4 2024. 470 funds tracked by Wall St. Rank hold MPT as of Q1 2025.

  • New Wave Wealth Advisors reported no remaining Medical Properties Trust position as of Q1 2025 after selling out during the quarter.
  • New Wave Wealth Advisors sold 309 Medical Properties Trust shares in Q1 2025, an estimated $1.22K.
  • New Wave Wealth Advisors first reported a position in Medical Properties Trust in Q4 2024 and held it in 1 quarter.
  • New Wave Wealth Advisors's Medical Properties Trust position peaked at $1.22K in Q4 2024.
  • 470 funds tracked by Wall St. Rank held Medical Properties Trust as of Q1 2025.

Based on New Wave Wealth Advisors's 13F filing for Q1 2025, filed 25 Apr 2025.