HWM
MPT

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

Holloway 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 		– Hold
0
– – – 289
2021
Q4 		– Hold
0
– – – 286
2021
Q3 		– Hold
0
– – – 339
2021
Q2 		– Hold
0
– – – 373
2021
Q1 		– Hold
0
– – – 208
2020
Q4 		– Hold
0
– – – 193
2020
Q3 		– Hold
0
– – – 207
2020
Q2 		– Hold
0
– – – 167
2019
Q4 		– Hold
0
– – – 132
2019
Q3 		– Hold
0
– – – 128
2019
Q2 		– Hold
0
– – – 169
2019
Q1 		– Hold
0
– – – 140
2018
Q4 		– Hold
0
– – – 179
2018
Q3 		– Hold
0
– – – 109
2018
Q2 		– Hold
0
– – – 144
2018
Q1 		– Hold
0
– – – 155
2017
Q4 		– Hold
0
– – – 179

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 $187B AUM 18.48% 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