KMWM
MPT

Keudell/Morrison Wealth Management’s Medical Properties Trust MPT Stock Holding History

Keudell/Morrison 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
Q3 		– Sell
-27,980
Closed -$259K – 184
2023
Q2 		$259K Sell
27,980
-8,800
-24% -$74.4K 0.07% 160
2023
Q1 		$302K Sell
36,780
-194
-0.5% -$2.14K 0.09% 144
2022
Q4 		$412K Sell
36,974
-16,375
-31% -$190K 0.13% 104
2022
Q3 		$633K Sell
53,349
-261
-0.5% -$3.95K 0.24% 84
2022
Q2 		$819K Sell
53,610
-30,222
-36% -$544K 0.3% 71
2022
Q1 		$1.77M Buy
83,832
+5,650
+7% +$122K 0.74% 28
2021
Q4 		$1.85M Buy
78,182
+4,531
+6% +$97K 0.73% 29
2021
Q3 		$1.48M Buy
73,651
+10,060
+16% +$206K 0.63% 38
2021
Q2 		$1.28M Buy
63,591
+10,611
+20% +$227K 0.7% 45
2021
Q1 		$1.13M Buy
52,980
+3,000
+6% +$64.5K 0.65% 50
2020
Q4 		$1.09M Buy
49,980
+2,875
+6% +$56K 0.69% 45
2020
Q3 		$830K Buy
47,105
+9,559
+25% +$178K 0.53% 59
2020
Q2 		$706K Buy
+37,546
New +$665K 0.58% 60

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 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
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Keudell/Morrison Wealth Management's MPT Position: Q3 2023 in Review

Keudell/Morrison Wealth Management sold out of Medical Properties Trust (MPT) in Q3 2023, closing a stake of 27,980 shares — an estimated $259K sold.

Keudell/Morrison Wealth Management first reported a position in MPT in Q2 2020 and held it in 13 quarters. The position peaked at $1.85M in Q4 2021. 541 funds tracked by Wall St. Rank hold MPT as of Q3 2023.

  • Keudell/Morrison Wealth Management reported no remaining Medical Properties Trust position as of Q3 2023 after selling out during the quarter.
  • Keudell/Morrison Wealth Management sold 27,980 Medical Properties Trust shares in Q3 2023, an estimated $259K.
  • Keudell/Morrison Wealth Management first reported a position in Medical Properties Trust in Q2 2020 and held it in 13 quarters.
  • Keudell/Morrison Wealth Management's Medical Properties Trust position peaked at $1.85M in Q4 2021.
  • 541 funds tracked by Wall St. Rank held Medical Properties Trust as of Q3 2023.

Based on Keudell/Morrison Wealth Management's 13F filing for Q3 2023, filed 18 Oct 2023.