CWM
MPT

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

Castle 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
2022
Q4 		– Sell
-1,027
Closed -$12K – 422
2022
Q3 		$12K Buy
1,027
+1,001
+3,850% +$15.2K 0.01% 390
2022
Q2 		$0 Buy
+26
New +$468 ﹤0.01% 692

Other funds holding MPT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Castle Wealth Management's MPT Position: Q4 2022 in Review

Castle Wealth Management sold out of Medical Properties Trust (MPT) in Q4 2022, closing a stake of 1,027 shares — an estimated $12K sold.

Castle Wealth Management first reported a position in MPT in Q2 2022 and held it in 2 quarters. The position peaked at $12K in Q3 2022. 639 funds tracked by Wall St. Rank hold MPT as of Q4 2022.

  • Castle Wealth Management reported no remaining Medical Properties Trust position as of Q4 2022 after selling out during the quarter.
  • Castle Wealth Management sold 1,027 Medical Properties Trust shares in Q4 2022, an estimated $12K.
  • Castle Wealth Management first reported a position in Medical Properties Trust in Q2 2022 and held it in 2 quarters.
  • Castle Wealth Management's Medical Properties Trust position peaked at $12K in Q3 2022.
  • 639 funds tracked by Wall St. Rank held Medical Properties Trust as of Q4 2022.

Based on Castle Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.