TI
MPT

TrueMark Investments’s Medical Properties Trust MPT Stock Holding History

TrueMark Investments’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
Q1 		– Sell
-24,985
Closed -$98.7K – 238
2024
Q4 		$98.7K Sell
24,985
-50,045
-67% -$224K 0.03% 156
2024
Q3 		$439K Sell
75,030
-8,499
-10% -$41.9K 0.14% 133
2024
Q2 		$360K Buy
+83,529
New +$400K 0.12% 152

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
DFG
Demars Financial Group Spokane Valley, Washington $361M AUM 24.02% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

TrueMark Investments's MPT Position: Q1 2025 in Review

TrueMark Investments sold out of Medical Properties Trust (MPT) in Q1 2025, closing a stake of 24,985 shares — an estimated $98.7K sold.

TrueMark Investments first reported a position in MPT in Q2 2024 and held it in 3 quarters. The position peaked at $439K in Q3 2024. 470 funds tracked by Wall St. Rank hold MPT as of Q1 2025.

  • TrueMark Investments reported no remaining Medical Properties Trust position as of Q1 2025 after selling out during the quarter.
  • TrueMark Investments sold 24,985 Medical Properties Trust shares in Q1 2025, an estimated $98.7K.
  • TrueMark Investments first reported a position in Medical Properties Trust in Q2 2024 and held it in 3 quarters.
  • TrueMark Investments's Medical Properties Trust position peaked at $439K in Q3 2024.
  • 470 funds tracked by Wall St. Rank held Medical Properties Trust as of Q1 2025.

Based on TrueMark Investments's 13F filing for Q1 2025, filed 22 Apr 2025.