AWA
MPT

Arete Wealth Advisors’s Medical Properties Trust MPT Stock Holding History

Arete Wealth 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
2024
Q1 		– Sell
-11,209
Closed -$55K – 596
2023
Q4 		$55K Sell
11,209
-992
-8% -$4.86K ﹤0.01% 717
2023
Q3 		$66.5K Sell
12,201
-300
-2% -$2.4K 0.01% 475
2023
Q2 		$116K Buy
12,501
+2,187
+21% +$18.5K 0.01% 624
2023
Q1 		$85K Sell
10,314
-5,968
-37% -$65.9K 0.01% 609
2022
Q4 		$181K Buy
+16,282
New +$189K 0.02% 566

Other funds holding MPT

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Arete Wealth Advisors's MPT Position: Q1 2024 in Review

Arete Wealth Advisors sold out of Medical Properties Trust (MPT) in Q1 2024, closing a stake of 11,209 shares — an estimated $55K sold.

Arete Wealth Advisors first reported a position in MPT in Q4 2022 and held it in 5 quarters. The position peaked at $181K in Q4 2022. 511 funds tracked by Wall St. Rank hold MPT as of Q1 2024.

  • Arete Wealth Advisors reported no remaining Medical Properties Trust position as of Q1 2024 after selling out during the quarter.
  • Arete Wealth Advisors sold 11,209 Medical Properties Trust shares in Q1 2024, an estimated $55K.
  • Arete Wealth Advisors first reported a position in Medical Properties Trust in Q4 2022 and held it in 5 quarters.
  • Arete Wealth Advisors's Medical Properties Trust position peaked at $181K in Q4 2022.
  • 511 funds tracked by Wall St. Rank held Medical Properties Trust as of Q1 2024.

Based on Arete Wealth Advisors's 13F filing for Q1 2024, filed 16 May 2024.