EWM
MPT

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

Empirical 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
Q1 		– Sell
-13,730
Closed -$324K – 532
2021
Q4 		$324K Sell
13,730
-9,115
-40% -$195K 0.02% 408
2021
Q3 		$458K Buy
+22,845
New +$468K 0.03% 316

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

Empirical Wealth Management's MPT Position: Q1 2022 in Review

Empirical Wealth Management sold out of Medical Properties Trust (MPT) in Q1 2022, closing a stake of 13,730 shares — an estimated $324K sold.

Empirical Wealth Management first reported a position in MPT in Q3 2021 and held it in 2 quarters. The position peaked at $458K in Q3 2021. 605 funds tracked by Wall St. Rank hold MPT as of Q1 2022.

  • Empirical Wealth Management reported no remaining Medical Properties Trust position as of Q1 2022 after selling out during the quarter.
  • Empirical Wealth Management sold 13,730 Medical Properties Trust shares in Q1 2022, an estimated $324K.
  • Empirical Wealth Management first reported a position in Medical Properties Trust in Q3 2021 and held it in 2 quarters.
  • Empirical Wealth Management's Medical Properties Trust position peaked at $458K in Q3 2021.
  • 605 funds tracked by Wall St. Rank held Medical Properties Trust as of Q1 2022.

Based on Empirical Wealth Management's 13F filing for Q1 2022, filed 13 May 2022.