Raffa Wealth Management’s Medical Properties Trust MPT Stock Holding History

Raffa Wealth Management’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	-563	Closed	-$2.22K	–	1108
2024 Q4	$2.22K	Buy	+563	New	+$2.52K	﹤0.01%	640
2017 Q1	–	Sell	-63	Closed	-$775	–	676
2016 Q4	$775	Hold	63	–	–	﹤0.01%	526
2016 Q3	$931	Hold	63	–	–	﹤0.01%	438
2016 Q2	$958	Buy	63 +25	+66%	+$354	﹤0.01%	412
2016 Q1	$493	Hold	38	–	–	﹤0.01%	690
2015 Q4	$437	Hold	38	–	–	﹤0.01%	738
2015 Q3	$420	Hold	38	–	–	﹤0.01%	730
2015 Q2	$498	Hold	38	–	–	﹤0.01%	724
2015 Q1	$560	Sell	38 -6	-14%	-$89	﹤0.01%	661
2014 Q4	$606	Hold	44	–	–	﹤0.01%	584
2014 Q3	$539	Buy	+44	New	+$585	﹤0.01%	592
2014 Q1	–	Sell	-44	Closed	-$606	–	558
2013 Q4	$606	Buy	+44	New	+$562	﹤0.01%	584

Other funds holding MPT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

DFG

Demars Financial Group Spokane Valley, Washington $361M AUM 24.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Raffa Wealth Management's MPT Position: Q1 2025 in Review

Raffa Wealth Management sold out of Medical Properties Trust (MPT) in Q1 2025, closing a stake of 563 shares — an estimated $2.22K sold.

Raffa Wealth Management first reported a position in MPT in Q4 2013 and held it in 12 quarters. The position peaked at $2.22K in Q4 2024. 470 funds tracked by Wall St. Rank hold MPT as of Q1 2025.

Raffa Wealth Management reported no remaining Medical Properties Trust position as of Q1 2025 after selling out during the quarter.
Raffa Wealth Management sold 563 Medical Properties Trust shares in Q1 2025, an estimated $2.22K.
Raffa Wealth Management first reported a position in Medical Properties Trust in Q4 2013 and held it in 12 quarters.
Raffa Wealth Management's Medical Properties Trust position peaked at $2.22K in Q4 2024.
470 funds tracked by Wall St. Rank held Medical Properties Trust as of Q1 2025.

Based on Raffa Wealth Management's 13F filing for Q1 2025, filed 27 Jul 2026.