HGERS
MPT

Householder Group Estate & Retirement Specialist’s Medical Properties Trust MPT Stock Holding History

Householder Group Estate & Retirement Specialist’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
Q4 		– Sell
-75
Closed – – 944
2024
Q3 		$0 Buy
+75
New +$370 ﹤0.01% 1268
2024
Q2 		– Sell
-75
Closed -$353 – 1292
2024
Q1 		$353 Hold
75
– – ﹤0.01% 1183
2023
Q4 		$0 Hold
75
– – ﹤0.01% 1264
2023
Q3 		$409 Buy
+75
New +$601 ﹤0.01% 1196
2023
Q1 		$4K Buy
445
+270
+154% +$2.98K ﹤0.01% 998
2022
Q4 		$1K Hold
175
– – ﹤0.01% 343
2022
Q3 		$2K Buy
+175
New +$2.65K ﹤0.01% 969

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

Householder Group Estate & Retirement Specialist's MPT Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Medical Properties Trust (MPT) in Q4 2024, closing a stake of 75 shares.

Householder Group Estate & Retirement Specialist first reported a position in MPT in Q3 2022 and held it in 7 quarters. The position peaked at $4K in Q1 2023. 469 funds tracked by Wall St. Rank hold MPT as of Q4 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining Medical Properties Trust position as of Q4 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 75 Medical Properties Trust shares in Q4 2024.
  • Householder Group Estate & Retirement Specialist first reported a position in Medical Properties Trust in Q3 2022 and held it in 7 quarters.
  • Householder Group Estate & Retirement Specialist's Medical Properties Trust position peaked at $4K in Q1 2023.
  • 469 funds tracked by Wall St. Rank held Medical Properties Trust as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.