BWP
MPT

Baldwin Wealth Partners’s Medical Properties Trust MPT Stock Holding History

Baldwin Wealth Partners’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
-2,948
Closed -$17.4K – 722
2024
Q3 		$17.4K Buy
2,948
+2,448
+490% +$12.1K ﹤0.01% 715
2024
Q2 		$2.15K Hold
500
– – ﹤0.01% 652
2024
Q1 		$2.35K Sell
500
-330
-40% -$1.26K ﹤0.01% 638
2023
Q4 		$4.08K Buy
830
+330
+66% +$1.62K ﹤0.01% 630
2023
Q3 		$2.73K Hold
500
– – ﹤0.01% 670
2023
Q2 		$4.63K Hold
500
– – ﹤0.01% 651
2023
Q1 		$4.11K Hold
500
– – ﹤0.01% 689
2022
Q4 		$5.57K Buy
+500
New +$5.81K ﹤0.01% 651

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

Baldwin Wealth Partners's MPT Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of Medical Properties Trust (MPT) in Q4 2024, closing a stake of 2,948 shares — an estimated $17.4K sold.

Baldwin Wealth Partners first reported a position in MPT in Q4 2022 and held it in 8 quarters. The position peaked at $17.4K in Q3 2024. 469 funds tracked by Wall St. Rank hold MPT as of Q4 2024.

  • Baldwin Wealth Partners reported no remaining Medical Properties Trust position as of Q4 2024 after selling out during the quarter.
  • Baldwin Wealth Partners sold 2,948 Medical Properties Trust shares in Q4 2024, an estimated $17.4K.
  • Baldwin Wealth Partners first reported a position in Medical Properties Trust in Q4 2022 and held it in 8 quarters.
  • Baldwin Wealth Partners's Medical Properties Trust position peaked at $17.4K in Q3 2024.
  • 469 funds tracked by Wall St. Rank held Medical Properties Trust as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.