WA
MPT

Wealthstream Advisors’s Medical Properties Trust MPT Stock Holding History

Wealthstream Advisors’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
Q3 		$59.7K Buy
11,774
+463
+4% +$2.04K 0.01% 201
2025
Q2 		$48.8K Buy
11,311
+260
+2% +$1.28K 0.01% 182
2025
Q1 		$66.6K Buy
+11,051
New +$55.9K 0.01% 159
2024
Q4 		– Sell
-10,299
Closed -$60.2K – 174
2024
Q3 		$60.2K Buy
+10,299
New +$50.8K 0.01% 158

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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealthstream Advisors's MPT Position: Q3 2025 in Review

Wealthstream Advisors increased its Medical Properties Trust (MPT) stake by 4.1% in Q3 2025, buying an estimated $2.04K and bringing the position to 11,774 shares worth $59.7K. The position accounts for 0.01% of the portfolio, ranked #201.

Wealthstream Advisors first reported a position in MPT in Q3 2024 and has held it in 4 quarters since. The position peaked at $66.6K in Q1 2025. 462 funds tracked by Wall St. Rank hold MPT as of Q3 2025.

  • Wealthstream Advisors held 11,774 shares of Medical Properties Trust worth $59.7K as of Q3 2025.
  • Wealthstream Advisors bought 463 Medical Properties Trust shares in Q3 2025, an estimated $2.04K.
  • Medical Properties Trust made up 0.01% of Wealthstream Advisors's portfolio in Q3 2025, its #201 holding.
  • Wealthstream Advisors first reported a position in Medical Properties Trust in Q3 2024 and has held it in 4 quarters since.
  • Wealthstream Advisors's Medical Properties Trust position peaked at $66.6K in Q1 2025.
  • 462 funds tracked by Wall St. Rank held Medical Properties Trust as of Q3 2025.

Based on Wealthstream Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.