KWAG
MPT

Kiely Wealth Advisory Group’s Medical Properties Trust MPT Stock Holding History

Kiely Wealth Advisory Group’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
Q4 		$479 Hold
100
– – ﹤0.01% 309
2024
Q3 		$438 Hold
100
– – ﹤0.01% 308
2024
Q2 		$474 Buy
+100
New +$479 ﹤0.01% 296

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
DFG
Demars Financial Group Spokane Valley, Washington $361M AUM 24.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
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

Kiely Wealth Advisory Group's MPT Position: Q4 2024 in Review

Kiely Wealth Advisory Group held its Medical Properties Trust (MPT) position steady in Q4 2024 at 100 shares worth $479. The position accounts for ﹤0.01% of the portfolio, ranked #309.

Kiely Wealth Advisory Group first reported a position in MPT in Q2 2024 and has held it in 3 quarters since. 468 funds tracked by Wall St. Rank hold MPT as of Q4 2024.

  • Kiely Wealth Advisory Group held 100 shares of Medical Properties Trust worth $479 as of Q4 2024.
  • Kiely Wealth Advisory Group left its Medical Properties Trust share count unchanged in Q4 2024.
  • Medical Properties Trust made up ﹤0.01% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #309 holding.
  • Kiely Wealth Advisory Group first reported a position in Medical Properties Trust in Q2 2024 and has held it in 3 quarters since.
  • 468 funds tracked by Wall St. Rank held Medical Properties Trust as of Q4 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.