SIS
MPT

Strategic Investment Solutions’s Medical Properties Trust MPT Stock Holding History

Strategic Investment Solutions’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
-36
Closed -$182 – 644
2025
Q3 		$182 Buy
36
+1
+3% +$4 ﹤0.01% 576
2025
Q2 		$152 Buy
35
+5
+17% +$25 ﹤0.01% 577
2025
Q1 		$180 Buy
30
+5
+20% +$25 ﹤0.01% 601
2024
Q4 		$100 Hold
25
– – ﹤0.01% 623
2024
Q3 		$145 Buy
+25
New +$123 ﹤0.01% 614

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

Strategic Investment Solutions's MPT Position: Q4 2025 in Review

Strategic Investment Solutions sold out of Medical Properties Trust (MPT) in Q4 2025, closing a stake of 36 shares — an estimated $182 sold.

Strategic Investment Solutions first reported a position in MPT in Q3 2024 and held it in 5 quarters. The position peaked at $182 in Q3 2025. 485 funds tracked by Wall St. Rank hold MPT as of Q4 2025.

  • Strategic Investment Solutions reported no remaining Medical Properties Trust position as of Q4 2025 after selling out during the quarter.
  • Strategic Investment Solutions sold 36 Medical Properties Trust shares in Q4 2025, an estimated $182.
  • Strategic Investment Solutions first reported a position in Medical Properties Trust in Q3 2024 and held it in 5 quarters.
  • Strategic Investment Solutions's Medical Properties Trust position peaked at $182 in Q3 2025.
  • 485 funds tracked by Wall St. Rank held Medical Properties Trust as of Q4 2025.

Based on Strategic Investment Solutions's 13F filing for Q4 2025, filed 27 Feb 2026.