PFG
MPT

Prosperity Financial Group’s Medical Properties Trust MPT Stock Holding History

Prosperity Financial Group’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
Q2 		– Sell
-14,962
Closed -$90.2K – 177
2025
Q1 		$90.2K Sell
14,962
-3,182
-18% -$16.1K 0.05% 158
2024
Q4 		$71.7K Sell
18,144
-2,364
-12% -$10.6K 0.04% 164
2024
Q3 		$120K Buy
20,508
+1,096
+6% +$5.4K 0.07% 146
2024
Q2 		$83.7K Sell
19,412
-1,329
-6% -$6.37K 0.05% 136
2024
Q1 		$97.5K Sell
20,741
-9,357
-31% -$35.8K 0.06% 141
2023
Q4 		$148K Buy
30,098
+1,155
+4% +$5.66K 0.1% 123
2023
Q3 		$158K Sell
28,943
-9,965
-26% -$79.8K 0.13% 108
2023
Q2 		$360K Sell
38,908
-6,629
-15% -$56.1K 0.32% 73
2023
Q1 		$374K Sell
45,537
-68
-0.1% -$751 0.38% 61
2022
Q4 		$508K Buy
+45,605
New +$530K 0.55% 43

Other funds holding MPT

BlackRock
BlackRock New York $5.7T 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
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 $86.6B AUM 38.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return