AWM
MPT

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

Axxcess 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
Q2 		– Sell
-34,111
Closed -$160K – 911
2024
Q1 		$160K Buy
+34,111
New +$131K ﹤0.01% 835
2022
Q2 		– Sell
-14,315
Closed -$303K – 610
2022
Q1 		$303K Buy
14,315
+27
+0.2% +$582 0.02% 470
2021
Q4 		$338K Buy
+14,288
New +$306K 0.02% 447

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
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
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Axxcess Wealth Management's MPT Position: Q2 2024 in Review

Axxcess Wealth Management sold out of Medical Properties Trust (MPT) in Q2 2024, closing a stake of 34,111 shares — an estimated $160K sold.

Axxcess Wealth Management first reported a position in MPT in Q4 2021 and held it in 3 quarters. The position peaked at $338K in Q4 2021. 500 funds tracked by Wall St. Rank hold MPT as of Q2 2024.

  • Axxcess Wealth Management reported no remaining Medical Properties Trust position as of Q2 2024 after selling out during the quarter.
  • Axxcess Wealth Management sold 34,111 Medical Properties Trust shares in Q2 2024, an estimated $160K.
  • Axxcess Wealth Management first reported a position in Medical Properties Trust in Q4 2021 and held it in 3 quarters.
  • Axxcess Wealth Management's Medical Properties Trust position peaked at $338K in Q4 2021.
  • 500 funds tracked by Wall St. Rank held Medical Properties Trust as of Q2 2024.

Based on Axxcess Wealth Management's 13F filing for Q2 2024, filed 9 Aug 2024.