LWM
MPT

Liberty Wealth Management’s Medical Properties Trust MPT Stock Holding History

Liberty Wealth Management’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
-14,400
Closed -$111K – 214
2023
Q1 		$111K Buy
+14,400
New +$159K 0.02% 225
2021
Q2 		– Sell
-1,525
Closed -$32K – 1135
2021
Q1 		$32K Hold
1,525
– – 0.02% 374
2020
Q4 		$32K Buy
+1,525
New +$29.7K 0.02% 371

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Liberty Wealth Management's MPT Position: Q2 2023 in Review

Liberty Wealth Management sold out of Medical Properties Trust (MPT) in Q2 2023, closing a stake of 14,400 shares — an estimated $111K sold.

Liberty Wealth Management first reported a position in MPT in Q4 2020 and held it in 3 quarters. The position peaked at $111K in Q1 2023. 596 funds tracked by Wall St. Rank hold MPT as of Q2 2023.

  • Liberty Wealth Management reported no remaining Medical Properties Trust position as of Q2 2023 after selling out during the quarter.
  • Liberty Wealth Management sold 14,400 Medical Properties Trust shares in Q2 2023, an estimated $111K.
  • Liberty Wealth Management first reported a position in Medical Properties Trust in Q4 2020 and held it in 3 quarters.
  • Liberty Wealth Management's Medical Properties Trust position peaked at $111K in Q1 2023.
  • 596 funds tracked by Wall St. Rank held Medical Properties Trust as of Q2 2023.

Based on Liberty Wealth Management's 13F filing for Q2 2023, filed 10 Aug 2023.