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 $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Orion Portfolio Solutions's MPT Position: Q1 2025 in Review

Orion Portfolio Solutions increased its Medical Properties Trust (MPT) stake by 21% in Q1 2025, buying an estimated $10.6K and bringing the position to 12,355 shares worth $74.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1858.

Orion Portfolio Solutions first reported a position in MPT in Q4 2019 and has held it in 8 quarters since. The position peaked at $96K in Q2 2024. 471 funds tracked by Wall St. Rank hold MPT as of Q1 2025.

  • Orion Portfolio Solutions held 12,355 shares of Medical Properties Trust worth $74.5K as of Q1 2025.
  • Orion Portfolio Solutions bought 2,106 Medical Properties Trust shares in Q1 2025, an estimated $10.6K.
  • Medical Properties Trust made up ﹤0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1858 holding.
  • Orion Portfolio Solutions first reported a position in Medical Properties Trust in Q4 2019 and has held it in 8 quarters since.
  • Orion Portfolio Solutions's Medical Properties Trust position peaked at $96K in Q2 2024.
  • 471 funds tracked by Wall St. Rank held Medical Properties Trust as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.