TWM
MPT

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

TriaGen 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
Q2 		– Sell
-107,266
Closed -$647K – 185
2025
Q1 		$647K Buy
+107,266
New +$542K 0.23% 88
2024
Q4 		– Sell
-57,225
Closed -$335K – 179
2024
Q3 		$335K Buy
+57,225
New +$282K 0.11% 139
2022
Q1 		– Sell
-22,846
Closed -$540K – 191
2021
Q4 		$540K Buy
+22,846
New +$489K 0.27% 94

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

TriaGen Wealth Management's MPT Position: Q2 2025 in Review

TriaGen Wealth Management sold out of Medical Properties Trust (MPT) in Q2 2025, closing a stake of 107,266 shares — an estimated $647K sold.

TriaGen Wealth Management first reported a position in MPT in Q4 2021 and held it in 3 quarters. The position peaked at $647K in Q1 2025. 475 funds tracked by Wall St. Rank hold MPT as of Q2 2025.

  • TriaGen Wealth Management reported no remaining Medical Properties Trust position as of Q2 2025 after selling out during the quarter.
  • TriaGen Wealth Management sold 107,266 Medical Properties Trust shares in Q2 2025, an estimated $647K.
  • TriaGen Wealth Management first reported a position in Medical Properties Trust in Q4 2021 and held it in 3 quarters.
  • TriaGen Wealth Management's Medical Properties Trust position peaked at $647K in Q1 2025.
  • 475 funds tracked by Wall St. Rank held Medical Properties Trust as of Q2 2025.

Based on TriaGen Wealth Management's 13F filing for Q2 2025, filed 23 Jul 2025.