FWM
MPT

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

Focused 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
2023
Q3 		– Sell
-4,000
Closed -$3.32K – 1084
2023
Q2 		$3.32K Buy
+4,000
New +$33.8K ﹤0.01% 738
2022
Q4 		– Sell
-15,000
Closed -$26K – 1140
2022
Q3 		$26K Buy
+15,000
New +$227K 0.01% 353

Other funds holding MPT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DFG
Demars Financial Group Spokane Valley, Washington $361M AUM 24.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Focused Wealth Management's MPT Position: Q4 2024 in Review

Focused Wealth Management sold out of Medical Properties Trust (MPT) in Q4 2024, closing a stake of 14,702 shares — an estimated $86K sold.

Focused Wealth Management first reported a position in MPT in Q3 2013 and held it in 33 quarters. The position peaked at $86K in Q3 2024. 468 funds tracked by Wall St. Rank hold MPT as of Q4 2024.

  • Focused Wealth Management reported no remaining Medical Properties Trust position as of Q4 2024 after selling out during the quarter.
  • Focused Wealth Management sold 14,702 Medical Properties Trust shares in Q4 2024, an estimated $86K.
  • Focused Wealth Management first reported a position in Medical Properties Trust in Q3 2013 and held it in 33 quarters.
  • Focused Wealth Management's Medical Properties Trust position peaked at $86K in Q3 2024.
  • 468 funds tracked by Wall St. Rank held Medical Properties Trust as of Q4 2024.

Based on Focused Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.