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

Keebeck 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
2022 Q4	–	Sell	-22,592	Closed	-$275K	–	246
2022 Q3	$275K	Sell	22,592 -10,279	-31%	-$156K	0.05%	197
2022 Q2	$511K	Buy	32,871 +1,761	+6%	+$31.7K	0.1%	150
2022 Q1	$666K	Buy	31,110 +5,215	+20%	+$112K	0.11%	138
2021 Q4	$618K	Buy	25,895 +3,569	+16%	+$76.4K	0.11%	131
2021 Q3	$454K	Sell	22,326 -6,620	-23%	-$136K	0.09%	144
2021 Q2	$590K	Sell	28,946 -20,000	-41%	-$428K	0.09%	153
2021 Q1	$1.05M	Buy	48,946 +995	+2%	+$21.4K	0.16%	103
2020 Q4	$1.06M	Sell	47,951 -2,290	-5%	-$44.6K	0.18%	88
2020 Q3	$899K	Buy	50,241 +320	+0.6%	+$5.96K	0.19%	82
2020 Q2	$953K	Buy	+49,921	New	+$884K	0.3%	66

Other funds holding MPT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Keebeck Wealth Management's MPT Position: Q4 2022 in Review

Keebeck Wealth Management sold out of Medical Properties Trust (MPT) in Q4 2022, closing a stake of 22,592 shares — an estimated $275K sold.

Keebeck Wealth Management first reported a position in MPT in Q2 2020 and held it in 10 quarters. The position peaked at $1.06M in Q4 2020. 639 funds tracked by Wall St. Rank hold MPT as of Q4 2022.

Keebeck Wealth Management reported no remaining Medical Properties Trust position as of Q4 2022 after selling out during the quarter.
Keebeck Wealth Management sold 22,592 Medical Properties Trust shares in Q4 2022, an estimated $275K.
Keebeck Wealth Management first reported a position in Medical Properties Trust in Q2 2020 and held it in 10 quarters.
Keebeck Wealth Management's Medical Properties Trust position peaked at $1.06M in Q4 2020.
639 funds tracked by Wall St. Rank held Medical Properties Trust as of Q4 2022.

Based on Keebeck Wealth Management's 13F filing for Q4 2022, filed 14 Feb 2023.