AWM
MPT

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

Ameliora 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
2024
Q4 		– Sell
-400
Closed -$2.34K – 242
2024
Q3 		$2.34K Hold
400
– – ﹤0.01% 156
2024
Q2 		$1.72K Hold
400
– – ﹤0.01% 176
2024
Q1 		$1.88K Hold
400
– – ﹤0.01% 189
2023
Q4 		$1.96K Hold
400
– – ﹤0.01% 178
2023
Q3 		$2.18K Hold
400
– – ﹤0.01% 209
2023
Q2 		$3.7K Hold
400
– – ﹤0.01% 185
2023
Q1 		$3.29K Hold
400
– – ﹤0.01% 202
2022
Q4 		$4.46K Hold
400
– – ﹤0.01% 212
2022
Q3 		$4K Buy
+400
New +$6.06K ﹤0.01% 211

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
DFG
Demars Financial Group Spokane Valley, Washington $361M AUM 24.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Ameliora Wealth Management's MPT Position: Q4 2024 in Review

Ameliora Wealth Management sold out of Medical Properties Trust (MPT) in Q4 2024, closing a stake of 400 shares — an estimated $2.34K sold.

Ameliora Wealth Management first reported a position in MPT in Q3 2022 and held it in 9 quarters. The position peaked at $4.46K in Q4 2022. 469 funds tracked by Wall St. Rank hold MPT as of Q4 2024.

  • Ameliora Wealth Management reported no remaining Medical Properties Trust position as of Q4 2024 after selling out during the quarter.
  • Ameliora Wealth Management sold 400 Medical Properties Trust shares in Q4 2024, an estimated $2.34K.
  • Ameliora Wealth Management first reported a position in Medical Properties Trust in Q3 2022 and held it in 9 quarters.
  • Ameliora Wealth Management's Medical Properties Trust position peaked at $4.46K in Q4 2022.
  • 469 funds tracked by Wall St. Rank held Medical Properties Trust as of Q4 2024.

Based on Ameliora Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.