AEPWM
MPT

Atlantic Edge Private Wealth Management’s Medical Properties Trust MPT Stock Holding History

Atlantic Edge Private 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
-2,400
Closed -$14K – 506
2024
Q3 		$14K Buy
2,400
+400
+20% +$1.97K ﹤0.01% 303
2024
Q2 		$8.62K Buy
+2,000
New +$9.58K ﹤0.01% 328

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

Atlantic Edge Private Wealth Management's MPT Position: Q4 2024 in Review

Atlantic Edge Private Wealth Management sold out of Medical Properties Trust (MPT) in Q4 2024, closing a stake of 2,400 shares — an estimated $14K sold.

Atlantic Edge Private Wealth Management first reported a position in MPT in Q2 2024 and held it in 2 quarters. The position peaked at $14K in Q3 2024. 469 funds tracked by Wall St. Rank hold MPT as of Q4 2024.

  • Atlantic Edge Private Wealth Management reported no remaining Medical Properties Trust position as of Q4 2024 after selling out during the quarter.
  • Atlantic Edge Private Wealth Management sold 2,400 Medical Properties Trust shares in Q4 2024, an estimated $14K.
  • Atlantic Edge Private Wealth Management first reported a position in Medical Properties Trust in Q2 2024 and held it in 2 quarters.
  • Atlantic Edge Private Wealth Management's Medical Properties Trust position peaked at $14K in Q3 2024.
  • 469 funds tracked by Wall St. Rank held Medical Properties Trust as of Q4 2024.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q4 2024, filed 29 Jan 2025.