SW
MPT

SVB Wealth’s Medical Properties Trust MPT Stock Holding History

SVB Wealth’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
Q2 		– Sell
-2,503
Closed -$15.1K – 1173
2025
Q1 		$15.1K Buy
+2,503
New +$12.7K ﹤0.01% 809
2024
Q3 		– Sell
-13,629
Closed -$58.7K – 381
2024
Q2 		$58.7K Sell
13,629
-1,100
-7% -$5.27K ﹤0.01% 728
2024
Q1 		$69.2K Buy
14,729
+822
+6% +$3.15K ﹤0.01% 825
2023
Q4 		$68.3K Sell
13,907
-29,564
-68% -$145K ﹤0.01% 850
2023
Q3 		$237K Buy
43,471
+13,022
+43% +$104K 0.01% 694
2023
Q2 		$282K Sell
30,449
-16,175
-35% -$137K 0.01% 701
2023
Q1 		$383K Sell
46,624
-20,402
-30% -$225K 0.01% 627
2022
Q4 		$747K Sell
67,026
-83,118
-55% -$966K 0.01% 465
2022
Q3 		$1.78M Buy
150,144
+118,525
+375% +$1.8M 0.03% 273
2022
Q2 		$483K Buy
31,619
+13,999
+79% +$252K 0.01% 452
2022
Q1 		$372K Buy
+17,620
New +$380K 0.01% 524

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

SVB Wealth's MPT Position: Q2 2025 in Review

SVB Wealth sold out of Medical Properties Trust (MPT) in Q2 2025, closing a stake of 2,503 shares — an estimated $15.1K sold.

SVB Wealth first reported a position in MPT in Q1 2022 and held it in 11 quarters. The position peaked at $1.78M in Q3 2022. 475 funds tracked by Wall St. Rank hold MPT as of Q2 2025.

  • SVB Wealth reported no remaining Medical Properties Trust position as of Q2 2025 after selling out during the quarter.
  • SVB Wealth sold 2,503 Medical Properties Trust shares in Q2 2025, an estimated $15.1K.
  • SVB Wealth first reported a position in Medical Properties Trust in Q1 2022 and held it in 11 quarters.
  • SVB Wealth's Medical Properties Trust position peaked at $1.78M in Q3 2022.
  • 475 funds tracked by Wall St. Rank held Medical Properties Trust as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.