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 0.04% 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 $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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Prosperity Financial Group's MPT Position: Q2 2025 in Review

Prosperity Financial Group sold out of Medical Properties Trust (MPT) in Q2 2025, closing a stake of 14,962 shares — an estimated $90.2K sold.

Prosperity Financial Group first reported a position in MPT in Q4 2022 and held it in 10 quarters. The position peaked at $508K in Q4 2022. 475 funds tracked by Wall St. Rank hold MPT as of Q2 2025.

  • Prosperity Financial Group reported no remaining Medical Properties Trust position as of Q2 2025 after selling out during the quarter.
  • Prosperity Financial Group sold 14,962 Medical Properties Trust shares in Q2 2025, an estimated $90.2K.
  • Prosperity Financial Group first reported a position in Medical Properties Trust in Q4 2022 and held it in 10 quarters.
  • Prosperity Financial Group's Medical Properties Trust position peaked at $508K in Q4 2022.
  • 475 funds tracked by Wall St. Rank held Medical Properties Trust as of Q2 2025.

Based on Prosperity Financial Group's 13F filing for Q2 2025, filed 30 Jul 2025.