VWM
MPT

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

Venturi 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
Q1 		– Sell
-1,330
Closed -$5.25K – 1354
2024
Q4 		$5.25K Buy
1,330
+1,080
+432% +$4.84K ﹤0.01% 1643
2024
Q3 		$1.46K Hold
250
– – ﹤0.01% 1718
2024
Q2 		$1.08K Hold
250
– – ﹤0.01% 1473
2024
Q1 		$1.18K Sell
250
-100
-29% -$383 ﹤0.01% 1323
2023
Q4 		$1.72K Buy
350
+100
+40% +$490 ﹤0.01% 1252
2023
Q3 		$1.36K Hold
250
– – ﹤0.01% 1245
2023
Q2 		$2.31K Hold
250
– – ﹤0.01% 900
2023
Q1 		$2.06K Buy
+250
New +$2.76K ﹤0.01% 1006

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

Venturi Wealth Management's MPT Position: Q1 2025 in Review

Venturi Wealth Management sold out of Medical Properties Trust (MPT) in Q1 2025, closing a stake of 1,330 shares — an estimated $5.25K sold.

Venturi Wealth Management first reported a position in MPT in Q1 2023 and held it in 8 quarters. The position peaked at $5.25K in Q4 2024. 470 funds tracked by Wall St. Rank hold MPT as of Q1 2025.

  • Venturi Wealth Management reported no remaining Medical Properties Trust position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 1,330 Medical Properties Trust shares in Q1 2025, an estimated $5.25K.
  • Venturi Wealth Management first reported a position in Medical Properties Trust in Q1 2023 and held it in 8 quarters.
  • Venturi Wealth Management's Medical Properties Trust position peaked at $5.25K in Q4 2024.
  • 470 funds tracked by Wall St. Rank held Medical Properties Trust as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.