RA
MPT

Rise Advisors’s Medical Properties Trust MPT Stock Holding History

Rise Advisors’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
Q4 		– Sell
-2
Closed -$8 – 938
2025
Q3 		$8 Sell
2
-209
-99% -$921 ﹤0.01% 1525
2025
Q2 		$908 Hold
211
– – ﹤0.01% 1299
2025
Q1 		$1.27K Sell
211
-3,481
-94% -$17.6K ﹤0.01% 1215
2024
Q4 		$14.6K Buy
3,692
+55
+2% +$246 0.01% 839
2024
Q3 		$21.3K Buy
3,637
+125
+4% +$616 0.01% 643
2024
Q2 		$15.1K Buy
3,512
+108
+3% +$518 0.01% 822
2024
Q1 		$16K Buy
+3,404
New +$13K 0.01% 820

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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Rise Advisors's MPT Position: Q4 2025 in Review

Rise Advisors sold out of Medical Properties Trust (MPT) in Q4 2025, closing a stake of 2 shares — an estimated $8 sold.

Rise Advisors first reported a position in MPT in Q1 2024 and held it in 7 quarters. The position peaked at $21.3K in Q3 2024. 485 funds tracked by Wall St. Rank hold MPT as of Q4 2025.

  • Rise Advisors reported no remaining Medical Properties Trust position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 2 Medical Properties Trust shares in Q4 2025, an estimated $8.
  • Rise Advisors first reported a position in Medical Properties Trust in Q1 2024 and held it in 7 quarters.
  • Rise Advisors's Medical Properties Trust position peaked at $21.3K in Q3 2024.
  • 485 funds tracked by Wall St. Rank held Medical Properties Trust as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.