BSW
MPT

Buckingham Strategic Wealth’s Medical Properties Trust MPT Stock Holding History

Buckingham Strategic Wealth’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
Q1 		– Sell
-39,312
Closed -$193K – 788
2023
Q4 		$193K Buy
39,312
+19,358
+97% +$94.8K ﹤0.01% 682
2023
Q3 		$109K Buy
19,954
+7,306
+58% +$58.5K ﹤0.01% 658
2023
Q2 		$117K Buy
12,648
+826
+7% +$6.99K ﹤0.01% 660
2023
Q1 		$132K Hold
11,822
– – ﹤0.01% 579
2022
Q4 		$132K Buy
+11,822
New +$137K ﹤0.01% 581

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
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
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
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Buckingham Strategic Wealth's MPT Position: Q1 2024 in Review

Buckingham Strategic Wealth sold out of Medical Properties Trust (MPT) in Q1 2024, closing a stake of 39,312 shares — an estimated $193K sold.

Buckingham Strategic Wealth first reported a position in MPT in Q4 2022 and held it in 5 quarters. The position peaked at $193K in Q4 2023. 510 funds tracked by Wall St. Rank hold MPT as of Q1 2024.

  • Buckingham Strategic Wealth reported no remaining Medical Properties Trust position as of Q1 2024 after selling out during the quarter.
  • Buckingham Strategic Wealth sold 39,312 Medical Properties Trust shares in Q1 2024, an estimated $193K.
  • Buckingham Strategic Wealth first reported a position in Medical Properties Trust in Q4 2022 and held it in 5 quarters.
  • Buckingham Strategic Wealth's Medical Properties Trust position peaked at $193K in Q4 2023.
  • 510 funds tracked by Wall St. Rank held Medical Properties Trust as of Q1 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q1 2024, filed 9 May 2024.