IWA
MPT

IBEX Wealth Advisors’s Medical Properties Trust MPT Stock Holding History

IBEX Wealth Advisors’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
Q2 		– Sell
-198,515
Closed -$4.2M – 172
2022
Q1 		$4.2M Buy
198,515
+7,512
+4% +$162K 0.8% 44
2021
Q4 		$4.51M Buy
191,003
+2,702
+1% +$57.9K 0.8% 46
2021
Q3 		$3.78M Buy
188,301
+5,578
+3% +$114K 0.73% 57
2021
Q2 		$3.67M Buy
182,723
+9,394
+5% +$201K 0.73% 58
2021
Q1 		$3.69M Buy
173,329
+14,593
+9% +$314K 0.91% 50
2020
Q4 		$3.46M Sell
158,736
-23,496
-13% -$458K 0.9% 49
2020
Q3 		$3.21M Sell
182,232
-468
-0.3% -$8.71K 0.93% 49
2020
Q2 		$3.43M Buy
182,700
+24,968
+16% +$442K 1.1% 39
2020
Q1 		$2.73M Buy
157,732
+4,989
+3% +$104K 1.06% 43
2019
Q4 		$3.22M Buy
152,743
+2,798
+2% +$56.6K 0.99% 44
2019
Q3 		$2.93M Buy
149,945
+2,920
+2% +$53.6K 0.97% 40
2019
Q2 		$2.56M Buy
147,025
+8,772
+6% +$158K 0.74% 52
2019
Q1 		$2.56M Buy
138,253
+52,782
+62% +$941K 0.9% 44
2018
Q4 		$1.37M Buy
85,471
+44,899
+111% +$710K 0.63% 48
2018
Q3 		$596K Buy
+40,572
New +$592K 0.21% 81

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
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
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

IBEX Wealth Advisors's MPT Position: Q2 2022 in Review

IBEX Wealth Advisors sold out of Medical Properties Trust (MPT) in Q2 2022, closing a stake of 198,515 shares — an estimated $4.2M sold.

IBEX Wealth Advisors first reported a position in MPT in Q3 2018 and held it in 15 quarters. The position peaked at $4.51M in Q4 2021. 605 funds tracked by Wall St. Rank hold MPT as of Q2 2022.

  • IBEX Wealth Advisors reported no remaining Medical Properties Trust position as of Q2 2022 after selling out during the quarter.
  • IBEX Wealth Advisors sold 198,515 Medical Properties Trust shares in Q2 2022, an estimated $4.2M.
  • IBEX Wealth Advisors first reported a position in Medical Properties Trust in Q3 2018 and held it in 15 quarters.
  • IBEX Wealth Advisors's Medical Properties Trust position peaked at $4.51M in Q4 2021.
  • 605 funds tracked by Wall St. Rank held Medical Properties Trust as of Q2 2022.

Based on IBEX Wealth Advisors's 13F filing for Q2 2022, filed 16 Aug 2022.