Lenox Wealth Advisors’s Medical Properties Trust MPT Stock Holding History

Lenox Wealth Advisors’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 Q1	$34K	Hold	1,601	–	–	﹤0.01%	291
2021 Q4	$38K	Hold	1,601	–	–	﹤0.01%	293
2021 Q3	$32K	Hold	1,601	–	–	﹤0.01%	297
2021 Q2	$32K	Hold	1,601	–	–	﹤0.01%	290
2021 Q1	$34K	Hold	1,601	–	–	﹤0.01%	235
2020 Q4	$35K	Hold	1,601	–	–	0.01%	237
2020 Q3	$28K	Hold	1,601	–	–	﹤0.01%	240
2020 Q2	$30K	Hold	1,601	–	–	﹤0.01%	225
2020 Q1	$28K	Hold	1,601	–	–	0.01%	210
2019 Q4	$34K	Hold	1,601	–	–	0.01%	235
2019 Q3	$31K	Buy	+1,601	New	+$29.4K	0.01%	218

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

Lenox Wealth Advisors's MPT Position: Q1 2022 in Review

Lenox Wealth Advisors held its Medical Properties Trust (MPT) position steady in Q1 2022 at 1,601 shares worth $34K. The position accounts for ﹤0.01% of the portfolio, ranked #291.

Lenox Wealth Advisors first reported a position in MPT in Q3 2019 and has held it in 11 quarters since. The position peaked at $38K in Q4 2021. 605 funds tracked by Wall St. Rank hold MPT as of Q1 2022.

Lenox Wealth Advisors held 1,601 shares of Medical Properties Trust worth $34K as of Q1 2022.
Lenox Wealth Advisors left its Medical Properties Trust share count unchanged in Q1 2022.
Medical Properties Trust made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #291 holding.
Lenox Wealth Advisors first reported a position in Medical Properties Trust in Q3 2019 and has held it in 11 quarters since.
Lenox Wealth Advisors's Medical Properties Trust position peaked at $38K in Q4 2021.
605 funds tracked by Wall St. Rank held Medical Properties Trust as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.