Guardian Wealth Management (Illinois)’s Medical Properties Trust MPT Stock Holding History

Guardian Wealth Management (Illinois)’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 Q2	–	Sell	-66,449	Closed	-$546K	–	236
2023 Q1	$546K	Buy	66,449 +6,997	+12%	+$77.3K	0.53%	55
2022 Q4	$662K	Sell	59,452 -5,199	-8%	-$60.4K	0.65%	49
2022 Q3	$767K	Buy	64,651 +2,813	+5%	+$42.6K	0.87%	46
2022 Q2	$944K	Buy	61,838 +4,534	+8%	+$81.6K	1.02%	43
2022 Q1	$1.21M	Buy	57,304 +1,269	+2%	+$27.3K	1.2%	36
2021 Q4	$1.32M	Buy	+56,035	New	+$1.2M	1.27%	32

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Guardian Wealth Management (Illinois)'s MPT Position: Q2 2023 in Review

Guardian Wealth Management (Illinois) sold out of Medical Properties Trust (MPT) in Q2 2023, closing a stake of 66,449 shares — an estimated $546K sold.

Guardian Wealth Management (Illinois) first reported a position in MPT in Q4 2021 and held it in 6 quarters. The position peaked at $1.32M in Q4 2021. 596 funds tracked by Wall St. Rank hold MPT as of Q2 2023.

Guardian Wealth Management (Illinois) reported no remaining Medical Properties Trust position as of Q2 2023 after selling out during the quarter.
Guardian Wealth Management (Illinois) sold 66,449 Medical Properties Trust shares in Q2 2023, an estimated $546K.
Guardian Wealth Management (Illinois) first reported a position in Medical Properties Trust in Q4 2021 and held it in 6 quarters.
Guardian Wealth Management (Illinois)'s Medical Properties Trust position peaked at $1.32M in Q4 2021.
596 funds tracked by Wall St. Rank held Medical Properties Trust as of Q2 2023.

Based on Guardian Wealth Management (Illinois)'s 13F filing for Q2 2023, filed 14 Aug 2023.