JWM
MPT

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

Janiczek 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
2024
Q2 		$2.12K Buy
+475
New +$2.28K ﹤0.01% 851
2024
Q1 		– Sell
-3,172
Closed -$15.6K – 1135
2023
Q4 		$15.6K Buy
+3,172
New +$15.5K ﹤0.01% 586
2023
Q3 		– Sell
-160
Closed -$1.5K – 1069
2023
Q2 		$1.5K Sell
160
-82
-34% -$694 ﹤0.01% 798
2023
Q1 		$2K Sell
242
-306
-56% -$3.38K ﹤0.01% 769
2022
Q4 		$7.12K Buy
+548
New +$6.37K ﹤0.01% 618

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Janiczek Wealth Management's MPT Position: Q2 2024 in Review

Janiczek Wealth Management opened a new position in Medical Properties Trust (MPT) in Q2 2024: 475 shares worth $2.12K. The stake represents ﹤0.01% of the portfolio and ranks #851 among its holdings. This is a return to the name: Janiczek Wealth Management previously reported a position in MPT as recently as Q4 2023.

Janiczek Wealth Management first reported a position in MPT in Q4 2022 and has held it in 5 quarters since. The position peaked at $15.6K in Q4 2023. 500 funds tracked by Wall St. Rank hold MPT as of Q2 2024.

  • Janiczek Wealth Management held 475 shares of Medical Properties Trust worth $2.12K as of Q2 2024.
  • Medical Properties Trust was a new Janiczek Wealth Management position in Q2 2024.
  • Medical Properties Trust made up ﹤0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #851 holding.
  • Janiczek Wealth Management first reported a position in Medical Properties Trust in Q4 2022 and has held it in 5 quarters since.
  • Janiczek Wealth Management's Medical Properties Trust position peaked at $15.6K in Q4 2023.
  • 500 funds tracked by Wall St. Rank held Medical Properties Trust as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.