JWM
MPT

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

Jeppson 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
2023
Q4 		– Sell
-17,188
Closed -$93.7K – 207
2023
Q3 		$93.7K Sell
17,188
-19,507
-53% -$156K 0.04% 180
2023
Q2 		$340K Buy
36,695
+505
+1% +$4.27K 0.15% 142
2023
Q1 		$297K Buy
36,190
+644
+2% +$7.11K 0.13% 147
2022
Q4 		$396K Buy
35,546
+18,336
+107% +$213K 0.17% 122
2022
Q3 		$204K Sell
17,210
-1,175
-6% -$17.8K 0.09% 179
2022
Q2 		$281K Buy
+18,385
New +$331K 0.12% 146

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

Jeppson Wealth Management's MPT Position: Q4 2023 in Review

Jeppson Wealth Management sold out of Medical Properties Trust (MPT) in Q4 2023, closing a stake of 17,188 shares — an estimated $93.7K sold.

Jeppson Wealth Management first reported a position in MPT in Q2 2022 and held it in 6 quarters. The position peaked at $396K in Q4 2022. 551 funds tracked by Wall St. Rank hold MPT as of Q4 2023.

  • Jeppson Wealth Management reported no remaining Medical Properties Trust position as of Q4 2023 after selling out during the quarter.
  • Jeppson Wealth Management sold 17,188 Medical Properties Trust shares in Q4 2023, an estimated $93.7K.
  • Jeppson Wealth Management first reported a position in Medical Properties Trust in Q2 2022 and held it in 6 quarters.
  • Jeppson Wealth Management's Medical Properties Trust position peaked at $396K in Q4 2022.
  • 551 funds tracked by Wall St. Rank held Medical Properties Trust as of Q4 2023.

Based on Jeppson Wealth Management's 13F filing for Q4 2023, filed 11 Jan 2024.