SageView Advisory Group’s Medical Properties Trust MPT Stock Holding History

SageView Advisory 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 Q4	$1.55K	Buy	+310	New	+$1.61K	﹤0.01%	2290

Other funds holding MPT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

SageView Advisory Group's MPT Position: Q4 2025 in Review

SageView Advisory Group opened a new position in Medical Properties Trust (MPT) in Q4 2025: 310 shares worth $1.55K. The stake represents ﹤0.01% of the portfolio and ranks #2290 among its holdings.

485 funds tracked by Wall St. Rank hold MPT as of Q4 2025.

SageView Advisory Group held 310 shares of Medical Properties Trust worth $1.55K as of Q4 2025.
Medical Properties Trust was a new SageView Advisory Group position in Q4 2025.
Medical Properties Trust made up ﹤0.01% of SageView Advisory Group's portfolio in Q4 2025, its #2290 holding.
485 funds tracked by Wall St. Rank held Medical Properties Trust as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.