Concord Wealth Partners’s Medical Properties Trust MPT Stock Holding History

Concord Wealth Partners’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	–	Sell	-173	Closed	-$943	–	948
2023 Q3	$943	Sell	173 -750	-81%	-$6.01K	﹤0.01%	948
2023 Q2	$8.55K	Buy	923 +173	+23%	+$1.46K	﹤0.01%	628
2023 Q1	$6.17K	Buy	750 +577	+334%	+$6.37K	﹤0.01%	642
2022 Q4	$1.93K	Buy	+173	New	+$2.01K	﹤0.01%	942
2022 Q3	–	Sell	-173	Closed	-$3K	–	743
2022 Q2	$3K	Buy	+173	New	+$3.11K	﹤0.01%	954

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

Concord Wealth Partners's MPT Position: Q4 2023 in Review

Concord Wealth Partners sold out of Medical Properties Trust (MPT) in Q4 2023, closing a stake of 173 shares — an estimated $943 sold.

Concord Wealth Partners first reported a position in MPT in Q2 2022 and held it in 5 quarters. The position peaked at $8.55K in Q2 2023. 551 funds tracked by Wall St. Rank hold MPT as of Q4 2023.

Concord Wealth Partners reported no remaining Medical Properties Trust position as of Q4 2023 after selling out during the quarter.
Concord Wealth Partners sold 173 Medical Properties Trust shares in Q4 2023, an estimated $943.
Concord Wealth Partners first reported a position in Medical Properties Trust in Q2 2022 and held it in 5 quarters.
Concord Wealth Partners's Medical Properties Trust position peaked at $8.55K in Q2 2023.
551 funds tracked by Wall St. Rank held Medical Properties Trust as of Q4 2023.

Based on Concord Wealth Partners's 13F filing for Q4 2023, filed 6 Feb 2024.