Lauer Wealth’s Medical Properties Trust MPT Stock Holding History

Lauer Wealth’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 Q2	–	Sell	-37,217	Closed	-$309K	–	47
2023 Q1	$309K	Buy	+37,217	New	+$411K	0.39%	37

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

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

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

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Lauer Wealth's MPT Position: Q2 2023 in Review

Lauer Wealth sold out of Medical Properties Trust (MPT) in Q2 2023, closing a stake of 37,217 shares — an estimated $309K sold.

Lauer Wealth first reported a position in MPT in Q1 2023 and held it in 1 quarter. The position peaked at $309K in Q1 2023. 596 funds tracked by Wall St. Rank hold MPT as of Q2 2023.

Lauer Wealth reported no remaining Medical Properties Trust position as of Q2 2023 after selling out during the quarter.
Lauer Wealth sold 37,217 Medical Properties Trust shares in Q2 2023, an estimated $309K.
Lauer Wealth first reported a position in Medical Properties Trust in Q1 2023 and held it in 1 quarter.
Lauer Wealth's Medical Properties Trust position peaked at $309K in Q1 2023.
596 funds tracked by Wall St. Rank held Medical Properties Trust as of Q2 2023.

Based on Lauer Wealth's 13F filing for Q2 2023, filed 3 Aug 2023.