OIA
MPT

Optimum Investment Advisors’s Medical Properties Trust MPT Stock Holding History

Optimum 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 		$25.4K Sell
5,000
-1,000
-17% -$4.41K 0.01% 420
2025
Q2 		$25.9K Hold
6,000
– – 0.01% 412
2025
Q1 		$36.2K Hold
6,000
– – 0.02% 378
2024
Q4 		$23.7K Hold
6,000
– – 0.01% 413
2024
Q3 		$35.1K Hold
6,000
– – 0.02% 382
2024
Q2 		$25.9K Hold
6,000
– – 0.01% 417
2024
Q1 		$28.2K Hold
6,000
– – 0.01% 418
2023
Q4 		$29.5K Sell
6,000
-15,886
-73% -$77.8K 0.01% 400
2023
Q3 		$119K Sell
21,886
-3,391
-13% -$27.2K 0.06% 239
2023
Q2 		$234K Buy
25,277
+10
+0% +$85 0.11% 167
2023
Q1 		$208K Sell
25,267
-443
-2% -$4.89K 0.11% 174
2022
Q4 		$286K Buy
25,710
+2,207
+9% +$25.7K 0.16% 149
2022
Q3 		$279K Buy
23,503
+1,005
+4% +$15.2K 0.15% 148
2022
Q2 		$344K Buy
22,498
+750
+3% +$13.5K 0.17% 127
2022
Q1 		$460K Sell
21,748
-2,400
-10% -$51.7K 0.19% 116
2021
Q4 		$571K Sell
24,148
-1,200
-5% -$25.7K 0.22% 100
2021
Q3 		$509K Sell
25,348
-8,576
-25% -$176K 0.21% 108
2021
Q2 		$682K Buy
33,924
+2,500
+8% +$53.5K 0.21% 102
2021
Q1 		$669K Buy
31,424
+943
+3% +$20.3K 0.2% 112
2020
Q4 		$664K Sell
30,481
-1,000
-3% -$19.5K 0.2% 109
2020
Q3 		$555K Sell
31,481
-3,060
-9% -$56.9K 0.19% 124
2020
Q2 		$649K Sell
34,541
-2,500
-7% -$44.3K 0.23% 100
2020
Q1 		$640K Sell
37,041
-10,850
-23% -$227K 0.26% 89
2019
Q4 		$1.01M Buy
47,891
+5,300
+12% +$107K 0.3% 88
2019
Q3 		$833K Buy
42,591
+12,715
+43% +$234K 0.26% 100
2019
Q2 		$521K Buy
29,876
+275
+0.9% +$4.95K 0.17% 146
2019
Q1 		$548K Buy
29,601
+4,500
+18% +$80.2K 0.18% 138
2018
Q4 		$404K Buy
25,101
+4,500
+22% +$71.2K 0.14% 163
2018
Q3 		$307K Hold
20,601
– – 0.08% 229
2018
Q2 		$289K Hold
20,601
– – 0.08% 237
2018
Q1 		$268K Sell
20,601
-394
-2% -$5.04K 0.08% 243
2017
Q4 		$289K Buy
20,995
+394
+2% +$5.33K 0.09% 242
2017
Q3 		$270K Buy
20,601
+1,621
+9% +$20.9K 0.09% 244
2017
Q2 		$244K Buy
+18,980
New +$253K 0.08% 247
2015
Q1 		$169K Buy
11,457
+7,398
+182% +$110K 0.05% 313
2014
Q4 		$33K Buy
4,059
+1,657
+69% +$22.2K 0.01% 600
2014
Q3 		$30K Buy
2,402
+745
+45% +$9.91K 0.01% 568
2014
Q2 		$22K Buy
1,657
+957
+137% +$12.7K 0.01% 644
2014
Q1 		$9K Buy
+700
New +$8.99K ﹤0.01% 609

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

Optimum Investment Advisors's MPT Position: Q3 2025 in Review

Optimum Investment Advisors reduced its Medical Properties Trust (MPT) stake by 17% in Q3 2025, selling an estimated $4.41K and leaving 5,000 shares worth $25.4K. The position accounts for 0.01% of the portfolio, ranked #420.

Optimum Investment Advisors first reported a position in MPT in Q1 2014 and has held it in 39 quarters since. The position peaked at $1.01M in Q4 2019. 462 funds tracked by Wall St. Rank hold MPT as of Q3 2025.

  • Optimum Investment Advisors held 5,000 shares of Medical Properties Trust worth $25.4K as of Q3 2025.
  • Optimum Investment Advisors sold 1,000 Medical Properties Trust shares in Q3 2025, an estimated $4.41K.
  • Medical Properties Trust made up 0.01% of Optimum Investment Advisors's portfolio in Q3 2025, its #420 holding.
  • Optimum Investment Advisors first reported a position in Medical Properties Trust in Q1 2014 and has held it in 39 quarters since.
  • Optimum Investment Advisors's Medical Properties Trust position peaked at $1.01M in Q4 2019.
  • 462 funds tracked by Wall St. Rank held Medical Properties Trust as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.