SAM
MPT

Shell Asset Management’s Medical Properties Trust MPT Stock Holding History

Shell Asset 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 		$54K Sell
10,733
-12,293
-53% -$54.2K 0.01% 841
2025
Q2 		$99K Sell
23,026
-5,773
-20% -$28.5K ﹤0.01% 1013
2025
Q1 		$174K Sell
28,799
-1,193
-4% -$6.03K 0.01% 844
2024
Q4 		$118K Hold
29,992
– – 0.01% 1007
2024
Q3 		$175K Buy
+29,992
New +$148K 0.01% 886
2024
Q1 		$131K Sell
30,420
-3,096
-9% -$11.9K 0.01% 947
2023
Q4 		$165K Buy
33,516
+4,917
+17% +$24.1K 0.01% 923
2023
Q3 		$156K Buy
28,599
+4,312
+18% +$34.5K 0.01% 976
2023
Q2 		$225K Buy
+24,287
New +$205K 0.01% 881
2021
Q3 		– Sell
-1,667
Closed -$34K – 1455
2021
Q2 		$34K Sell
1,667
-17,647
-91% -$377K ﹤0.01% 1471
2021
Q1 		$411K Hold
19,314
– – 0.01% 929
2020
Q4 		$421K Buy
19,314
+1,519
+9% +$29.6K 0.01% 875
2020
Q3 		$314K Hold
17,795
– – 0.01% 891
2020
Q2 		$335K Sell
17,795
-14,287
-45% -$253K 0.01% 840
2020
Q1 		$555K Sell
32,082
-11,891
-27% -$249K 0.02% 622
2019
Q4 		$928K Buy
43,973
+22,453
+104% +$455K 0.02% 577
2019
Q3 		$421K Sell
21,520
-184
-0.8% -$3.38K 0.01% 979
2019
Q2 		$379K Sell
21,704
-496
-2% -$8.93K 0.01% 1010
2019
Q1 		$411K Buy
+22,200
New +$396K 0.01% 986
2017
Q3 		– Sell
-31,690
Closed -$408K – 1109
2017
Q2 		$408K Hold
31,690
– – 0.01% 947
2017
Q1 		$408K Sell
31,690
-2,216
-7% -$28.3K 0.01% 949
2016
Q4 		$417K Buy
+33,906
New +$439K 0.01% 925

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

Shell Asset Management's MPT Position: Q3 2025 in Review

Shell Asset Management reduced its Medical Properties Trust (MPT) stake by 53% in Q3 2025, selling an estimated $54.2K and leaving 10,733 shares worth $54K. The position accounts for 0.01% of the portfolio, ranked #841.

Shell Asset Management first reported a position in MPT in Q4 2016 and has held it in 22 quarters since. The position peaked at $928K in Q4 2019. 462 funds tracked by Wall St. Rank hold MPT as of Q3 2025.

  • Shell Asset Management held 10,733 shares of Medical Properties Trust worth $54K as of Q3 2025.
  • Shell Asset Management sold 12,293 Medical Properties Trust shares in Q3 2025, an estimated $54.2K.
  • Medical Properties Trust made up 0.01% of Shell Asset Management's portfolio in Q3 2025, its #841 holding.
  • Shell Asset Management first reported a position in Medical Properties Trust in Q4 2016 and has held it in 22 quarters since.
  • Shell Asset Management's Medical Properties Trust position peaked at $928K in Q4 2019.
  • 462 funds tracked by Wall St. Rank held Medical Properties Trust as of Q3 2025.

Based on Shell Asset Management's 13F filing for Q3 2025, filed 7 Nov 2025.