GWM
MPT

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

Greenwich 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
2024
Q1 		– Sell
-11,409
Closed -$56K – 251
2023
Q4 		$56K Buy
+11,409
New +$55.9K 0.01% 226
2017
Q2 		– Sell
-10,902
Closed -$141K – 189
2017
Q1 		$141K Buy
+10,902
New +$139K 0.02% 175

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
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
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
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Greenwich Wealth Management's MPT Position: Q1 2024 in Review

Greenwich Wealth Management sold out of Medical Properties Trust (MPT) in Q1 2024, closing a stake of 11,409 shares — an estimated $56K sold.

Greenwich Wealth Management first reported a position in MPT in Q1 2017 and held it in 2 quarters. The position peaked at $141K in Q1 2017. 510 funds tracked by Wall St. Rank hold MPT as of Q1 2024.

  • Greenwich Wealth Management reported no remaining Medical Properties Trust position as of Q1 2024 after selling out during the quarter.
  • Greenwich Wealth Management sold 11,409 Medical Properties Trust shares in Q1 2024, an estimated $56K.
  • Greenwich Wealth Management first reported a position in Medical Properties Trust in Q1 2017 and held it in 2 quarters.
  • Greenwich Wealth Management's Medical Properties Trust position peaked at $141K in Q1 2017.
  • 510 funds tracked by Wall St. Rank held Medical Properties Trust as of Q1 2024.

Based on Greenwich Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.