PSF
MPT

Pacific Sun Financial’s Medical Properties Trust MPT Stock Holding History

Pacific Sun Financial’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
-13,149
Closed -$51.9K – 184
2024
Q4 		$51.9K Sell
13,149
-3,875
-23% -$17.4K 0.03% 183
2024
Q3 		$99.6K Sell
17,024
-100
-0.6% -$493 0.05% 183
2024
Q2 		$73.8K Sell
17,124
-6,525
-28% -$31.3K 0.04% 175
2024
Q1 		$111K Sell
23,649
-2,586
-10% -$9.9K 0.06% 177
2023
Q4 		$129K Sell
26,235
-5,510
-17% -$27K 0.08% 171
2023
Q3 		$173K Sell
31,745
-108,050
-77% -$866K 0.12% 169
2023
Q2 		$1.15M Buy
+139,795
New +$1.18M 0.77% 37
2022
Q4 		$1.58M Sell
141,875
-3,455
-2% -$40.2K 1.11% 23
2022
Q3 		$1.72M Buy
145,330
+1,167
+0.8% +$17.7K 1.21% 21
2022
Q2 		$2.2M Buy
144,163
+2,565
+2% +$46.1K 1.45% 13
2022
Q1 		$2.99M Buy
141,598
+14,193
+11% +$306K 1.64% 9
2021
Q4 		$3.01M Buy
127,405
+420
+0.3% +$9K 1.61% 9
2021
Q3 		$2.55M Buy
+126,985
New +$2.6M 1.46% 15
2020
Q3 		$1.11M Buy
63,100
+14,815
+31% +$276K 0.93% 30
2020
Q2 		$908K Buy
48,285
+8,425
+21% +$149K 0.82% 41
2020
Q1 		$689K Buy
39,860
+11,240
+39% +$235K 0.79% 46
2019
Q4 		$604K Buy
28,620
+50
+0.2% +$1.01K 0.53% 65
2019
Q3 		$559K Buy
28,570
+4,850
+20% +$89.1K 0.53% 68
2019
Q2 		$414K Buy
+23,720
New +$427K 0.4% 86
2018
Q2 		$248K Hold
16,670
– – 0.26% 106
2018
Q1 		$217K Buy
+16,670
New +$213K 0.29% 102

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

Pacific Sun Financial's MPT Position: Q1 2025 in Review

Pacific Sun Financial sold out of Medical Properties Trust (MPT) in Q1 2025, closing a stake of 13,149 shares — an estimated $51.9K sold.

Pacific Sun Financial first reported a position in MPT in Q1 2018 and held it in 21 quarters. The position peaked at $3.01M in Q4 2021. 470 funds tracked by Wall St. Rank hold MPT as of Q1 2025.

  • Pacific Sun Financial reported no remaining Medical Properties Trust position as of Q1 2025 after selling out during the quarter.
  • Pacific Sun Financial sold 13,149 Medical Properties Trust shares in Q1 2025, an estimated $51.9K.
  • Pacific Sun Financial first reported a position in Medical Properties Trust in Q1 2018 and held it in 21 quarters.
  • Pacific Sun Financial's Medical Properties Trust position peaked at $3.01M in Q4 2021.
  • 470 funds tracked by Wall St. Rank held Medical Properties Trust as of Q1 2025.

Based on Pacific Sun Financial's 13F filing for Q1 2025, filed 17 Apr 2025.