WANY
MPT

Wealthspire Advisors (New York)’s Medical Properties Trust MPT Stock Holding History

Wealthspire Advisors (New York)’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
-2,741
Closed -$13.9K – 2171
2025
Q3 		$13.9K Buy
+2,741
New +$12.1K ﹤0.01% 1862
2020
Q2 		– Sell
-10,259
Closed -$177K – 440
2020
Q1 		$177K Buy
+10,259
New +$215K 0.01% 506

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

Wealthspire Advisors (New York)'s MPT Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Medical Properties Trust (MPT) in Q4 2025, closing a stake of 2,741 shares — an estimated $13.9K sold.

Wealthspire Advisors (New York) first reported a position in MPT in Q1 2020 and held it in 2 quarters. The position peaked at $177K in Q1 2020. 485 funds tracked by Wall St. Rank hold MPT as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Medical Properties Trust position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 2,741 Medical Properties Trust shares in Q4 2025, an estimated $13.9K.
  • Wealthspire Advisors (New York) first reported a position in Medical Properties Trust in Q1 2020 and held it in 2 quarters.
  • Wealthspire Advisors (New York)'s Medical Properties Trust position peaked at $177K in Q1 2020.
  • 485 funds tracked by Wall St. Rank held Medical Properties Trust as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.