JWCA
MPT

J.W. Cole Advisors’s Medical Properties Trust MPT Stock Holding History

J.W. Cole 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
2023
Q4 		– Sell
-10,777
Closed -$58.7K – 839
2023
Q3 		$58.7K Buy
+10,777
New +$86.3K ﹤0.01% 719
2023
Q2 		– Sell
-14,857
Closed -$122K – 799
2023
Q1 		$122K Buy
+14,857
New +$164K 0.01% 747

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 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
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

J.W. Cole Advisors's MPT Position: Q4 2023 in Review

J.W. Cole Advisors sold out of Medical Properties Trust (MPT) in Q4 2023, closing a stake of 10,777 shares — an estimated $58.7K sold.

J.W. Cole Advisors first reported a position in MPT in Q1 2023 and held it in 2 quarters. The position peaked at $122K in Q1 2023. 551 funds tracked by Wall St. Rank hold MPT as of Q4 2023.

  • J.W. Cole Advisors reported no remaining Medical Properties Trust position as of Q4 2023 after selling out during the quarter.
  • J.W. Cole Advisors sold 10,777 Medical Properties Trust shares in Q4 2023, an estimated $58.7K.
  • J.W. Cole Advisors first reported a position in Medical Properties Trust in Q1 2023 and held it in 2 quarters.
  • J.W. Cole Advisors's Medical Properties Trust position peaked at $122K in Q1 2023.
  • 551 funds tracked by Wall St. Rank held Medical Properties Trust as of Q4 2023.

Based on J.W. Cole Advisors's 13F filing for Q4 2023, filed 31 Jan 2024.