CFRPA
MPT

Castle Financial & Retirement Planning Associates’s Medical Properties Trust MPT Stock Holding History

Castle Financial & Retirement Planning Associates’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
2021
Q4 		$17K Buy
+800
New +$17.1K 0.06% 71

Other funds holding MPT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Castle Financial & Retirement Planning Associates's MPT Position: Q4 2021 in Review

Castle Financial & Retirement Planning Associates opened a new position in Medical Properties Trust (MPT) in Q4 2021: 800 shares worth $17K. The stake represents 0.06% of the portfolio and ranks #71 among its holdings.

634 funds tracked by Wall St. Rank hold MPT as of Q4 2021.

  • Castle Financial & Retirement Planning Associates held 800 shares of Medical Properties Trust worth $17K as of Q4 2021.
  • Medical Properties Trust was a new Castle Financial & Retirement Planning Associates position in Q4 2021.
  • Medical Properties Trust made up 0.06% of Castle Financial & Retirement Planning Associates's portfolio in Q4 2021, its #71 holding.
  • 634 funds tracked by Wall St. Rank held Medical Properties Trust as of Q4 2021.

Based on Castle Financial & Retirement Planning Associates's 13F filing for Q4 2021, filed 14 Feb 2022.