Pathstone Holdings
MPT

Pathstone Holdings’s Medical Properties Trust MPT Stock Holding History

Pathstone Holdings’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
2026
Q1 		$342K Sell
73,506
-33,236
-31% -$173K ﹤0.01% 1919
2025
Q4 		$535K Sell
106,742
-3,356
-3% -$17.5K ﹤0.01% 1728
2025
Q3 		$560K Sell
110,098
-22,329
-17% -$98.4K ﹤0.01% 1717
2025
Q2 		$572K Sell
132,427
-26,232
-17% -$130K ﹤0.01% 1662
2025
Q1 		$958K Sell
158,659
-67,359
-30% -$341K ﹤0.01% 1409
2024
Q4 		$894K Sell
226,018
-42,691
-16% -$191K ﹤0.01% 1420
2024
Q3 		$1.57M Sell
268,709
-146,113
-35% -$720K 0.01% 1124
2024
Q2 		$1.79M Sell
414,822
-23,562
-5% -$113K 0.01% 981
2024
Q1 		$2.06M Buy
438,384
+130,823
+43% +$501K 0.01% 880
2023
Q4 		$1.51M Buy
+307,561
New +$1.51M 0.01% 850

Other funds holding MPT

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
WAM
Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return