OPS
MPT

Orion Portfolio Solutions’s Medical Properties Trust MPT Stock Holding History

Orion Portfolio Solutions’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 		$74.5K Buy
12,355
+2,106
+21% +$10.6K ﹤0.01% 1858
2024
Q4 		$40.5K Sell
10,249
-1,266
-11% -$5.67K ﹤0.01% 1810
2024
Q3 		$67.4K Sell
11,515
-10,749
-48% -$53K ﹤0.01% 1762
2024
Q2 		$96K Buy
22,264
+4,232
+23% +$20.3K ﹤0.01% 1684
2024
Q1 		$84.8K Buy
+18,032
New +$69K ﹤0.01% 1657
2020
Q3 		– Sell
-550
Closed -$10K – 1432
2020
Q2 		$10K Sell
550
-499
-48% -$8.84K ﹤0.01% 1214
2020
Q1 		$18K Sell
1,049
-353
-25% -$7.38K ﹤0.01% 871
2019
Q4 		$30K Buy
+1,402
New +$28.4K ﹤0.01% 677

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 $304M AUM 17.94% 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