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

Baystate 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
2023 Q4	$1.96K	Buy	+400	New	+$1.96K	﹤0.01%	1065

Other funds holding MPT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

Baystate Wealth Management's MPT Position: Q4 2023 in Review

Baystate Wealth Management opened a new position in Medical Properties Trust (MPT) in Q4 2023: 400 shares worth $1.96K. The stake represents ﹤0.01% of the portfolio and ranks #1065 among its holdings.

551 funds tracked by Wall St. Rank hold MPT as of Q4 2023.

Baystate Wealth Management held 400 shares of Medical Properties Trust worth $1.96K as of Q4 2023.
Medical Properties Trust was a new Baystate Wealth Management position in Q4 2023.
Medical Properties Trust made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #1065 holding.
551 funds tracked by Wall St. Rank held Medical Properties Trust as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.