LWMM
MPT

Legacy Wealth Management (Mississippi)’s Medical Properties Trust MPT Stock Holding History

Legacy Wealth Management (Mississippi)’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
Q2 		– Sell
-30,380
Closed -$642K – 92
2022
Q1 		$642K Sell
30,380
-5,835
-16% -$126K 0.34% 64
2021
Q4 		$856K Hold
36,215
– – 0.44% 55
2021
Q3 		$727K Hold
36,215
– – 0.39% 63
2021
Q2 		$728K Buy
+36,215
New +$775K 0.4% 57

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

Legacy Wealth Management (Mississippi)'s MPT Position: Q2 2022 in Review

Legacy Wealth Management (Mississippi) sold out of Medical Properties Trust (MPT) in Q2 2022, closing a stake of 30,380 shares — an estimated $642K sold.

Legacy Wealth Management (Mississippi) first reported a position in MPT in Q2 2021 and held it in 4 quarters. The position peaked at $856K in Q4 2021. 605 funds tracked by Wall St. Rank hold MPT as of Q2 2022.

  • Legacy Wealth Management (Mississippi) reported no remaining Medical Properties Trust position as of Q2 2022 after selling out during the quarter.
  • Legacy Wealth Management (Mississippi) sold 30,380 Medical Properties Trust shares in Q2 2022, an estimated $642K.
  • Legacy Wealth Management (Mississippi) first reported a position in Medical Properties Trust in Q2 2021 and held it in 4 quarters.
  • Legacy Wealth Management (Mississippi)'s Medical Properties Trust position peaked at $856K in Q4 2021.
  • 605 funds tracked by Wall St. Rank held Medical Properties Trust as of Q2 2022.

Based on Legacy Wealth Management (Mississippi)'s 13F filing for Q2 2022, filed 12 Dec 2024.