LWAC
MPT

Laurel Wealth Advisors (California)’s Medical Properties Trust MPT Stock Holding History

Laurel Wealth Advisors (California)’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 		$246K Buy
+22,091
New +$257K 0.02% 568
2022
Q3 		– Sell
-14,247
Closed -$218K – 652
2022
Q2 		$218K Buy
14,247
+31
+0.2% +$558 0.02% 609
2022
Q1 		$301K Hold
14,216
– – 0.02% 580
2021
Q4 		$336K Buy
+14,216
New +$304K 0.03% 582
2018
Q3 		– Sell
-13,453
Closed -$188K – 440
2018
Q2 		$188K Buy
13,453
+422
+3% +$5.59K 0.05% 363
2018
Q1 		$169K Buy
+13,031
New +$167K 0.05% 335

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Bank of New York Mellon
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Laurel Wealth Advisors (California)'s MPT Position: Q4 2022 in Review

Laurel Wealth Advisors (California) opened a new position in Medical Properties Trust (MPT) in Q4 2022: 22,091 shares worth $246K. The stake represents 0.02% of the portfolio and ranks #568 among its holdings. This is a return to the name: Laurel Wealth Advisors (California) previously reported a position in MPT as recently as Q2 2022.

Laurel Wealth Advisors (California) first reported a position in MPT in Q1 2018 and has held it in 6 quarters since. The position peaked at $336K in Q4 2021. 639 funds tracked by Wall St. Rank hold MPT as of Q4 2022.

  • Laurel Wealth Advisors (California) held 22,091 shares of Medical Properties Trust worth $246K as of Q4 2022.
  • Medical Properties Trust was a new Laurel Wealth Advisors (California) position in Q4 2022.
  • Medical Properties Trust made up 0.02% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #568 holding.
  • Laurel Wealth Advisors (California) first reported a position in Medical Properties Trust in Q1 2018 and has held it in 6 quarters since.
  • Laurel Wealth Advisors (California)'s Medical Properties Trust position peaked at $336K in Q4 2021.
  • 639 funds tracked by Wall St. Rank held Medical Properties Trust as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.