SWM
MPT

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

Sendero 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
Q3 		– Sell
-10,351
Closed -$44.6K – 194
2025
Q2 		$44.6K Sell
10,351
-10,874
-51% -$53.7K 0.01% 188
2025
Q1 		$128K Buy
+21,225
New +$107K 0.02% 183

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
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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sendero Wealth Management's MPT Position: Q3 2025 in Review

Sendero Wealth Management sold out of Medical Properties Trust (MPT) in Q3 2025, closing a stake of 10,351 shares — an estimated $44.6K sold.

Sendero Wealth Management first reported a position in MPT in Q1 2025 and held it in 2 quarters. The position peaked at $128K in Q1 2025. 462 funds tracked by Wall St. Rank hold MPT as of Q3 2025.

  • Sendero Wealth Management reported no remaining Medical Properties Trust position as of Q3 2025 after selling out during the quarter.
  • Sendero Wealth Management sold 10,351 Medical Properties Trust shares in Q3 2025, an estimated $44.6K.
  • Sendero Wealth Management first reported a position in Medical Properties Trust in Q1 2025 and held it in 2 quarters.
  • Sendero Wealth Management's Medical Properties Trust position peaked at $128K in Q1 2025.
  • 462 funds tracked by Wall St. Rank held Medical Properties Trust as of Q3 2025.

Based on Sendero Wealth Management's 13F filing for Q3 2025, filed 8 Oct 2025.