Enzi Wealth’s Medical Properties Trust MPT Stock Holding History

Enzi 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	-14,193	Closed	-$49.8K	–	61
2023 Q4	$49.8K	Buy	+14,193	New	+$69.5K	0.02%	58

Other funds holding MPT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Enzi Wealth's MPT Position: Q1 2024 in Review

Enzi Wealth sold out of Medical Properties Trust (MPT) in Q1 2024, closing a stake of 14,193 shares — an estimated $49.8K sold.

Enzi Wealth first reported a position in MPT in Q4 2023 and held it in 1 quarter. The position peaked at $49.8K in Q4 2023. 510 funds tracked by Wall St. Rank hold MPT as of Q1 2024.

Enzi Wealth reported no remaining Medical Properties Trust position as of Q1 2024 after selling out during the quarter.
Enzi Wealth sold 14,193 Medical Properties Trust shares in Q1 2024, an estimated $49.8K.
Enzi Wealth first reported a position in Medical Properties Trust in Q4 2023 and held it in 1 quarter.
Enzi Wealth's Medical Properties Trust position peaked at $49.8K in Q4 2023.
510 funds tracked by Wall St. Rank held Medical Properties Trust as of Q1 2024.

Based on Enzi Wealth's 13F filing for Q1 2024, filed 16 Apr 2024.