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

BDO 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
2023 Q2	$130K	Sell	14,076 -1,132	-7%	-$9.57K	0.01%	306
2023 Q1	$125K	Sell	15,208 -6,889	-31%	-$76.1K	0.02%	299
2022 Q4	$246K	Sell	22,097 -7,621	-26%	-$88.6K	0.03%	237
2022 Q3	$353K	Sell	29,718 -3,496	-11%	-$53K	0.05%	202
2022 Q2	$507K	Sell	33,214 -644	-2%	-$11.6K	0.06%	169
2022 Q1	$716K	Sell	33,858 -2,233	-6%	-$48.1K	0.08%	155
2021 Q4	$853K	Sell	36,091 -4,698	-12%	-$101K	0.09%	147
2021 Q3	$819K	Sell	40,789 -2,016	-5%	-$41.3K	0.09%	146
2021 Q2	$860K	Sell	42,805 -1,235	-3%	-$26.4K	0.1%	145
2021 Q1	$937K	Buy	+44,040	New	+$947K	0.11%	134
2020 Q2	–	Sell	-1,500	Closed	-$26K	–	742
2020 Q1	$26K	Buy	+1,500	New	+$31.4K	0.01%	414
2019 Q2	–	Sell	-2,100	Closed	-$39K	–	660
2019 Q1	$39K	Buy	+2,100	New	+$37.4K	0.01%	309

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

BDO Wealth Advisors's MPT Position: Q2 2023 in Review

BDO Wealth Advisors reduced its Medical Properties Trust (MPT) stake by 7.4% in Q2 2023, selling an estimated $9.57K and leaving 14,076 shares worth $130K. The position accounts for 0.01% of the portfolio, ranked #306.

BDO Wealth Advisors first reported a position in MPT in Q1 2019 and has held it in 12 quarters since. The position peaked at $937K in Q1 2021. 596 funds tracked by Wall St. Rank hold MPT as of Q2 2023.

BDO Wealth Advisors held 14,076 shares of Medical Properties Trust worth $130K as of Q2 2023.
BDO Wealth Advisors sold 1,132 Medical Properties Trust shares in Q2 2023, an estimated $9.57K.
Medical Properties Trust made up 0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #306 holding.
BDO Wealth Advisors first reported a position in Medical Properties Trust in Q1 2019 and has held it in 12 quarters since.
BDO Wealth Advisors's Medical Properties Trust position peaked at $937K in Q1 2021.
596 funds tracked by Wall St. Rank held Medical Properties Trust as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.