LOPW
MPT

Live Oak Private Wealth’s Medical Properties Trust MPT Stock Holding History

Live Oak Private 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
2024
Q1 		– Sell
-15,863
Closed -$77.9K – 172
2023
Q4 		$77.9K Hold
15,863
– – 0.01% 169
2023
Q3 		$86.5K Hold
15,863
– – 0.02% 158
2023
Q2 		$147K Hold
15,863
– – 0.03% 160
2023
Q1 		$130K Hold
15,863
– – 0.03% 159
2022
Q4 		$177K Hold
15,863
– – 0.04% 164
2022
Q3 		$188K Hold
15,863
– – 0.04% 164
2022
Q2 		$242K Hold
15,863
– – 0.05% 153
2022
Q1 		$335K Hold
15,863
– – 0.06% 139
2021
Q4 		$375K Hold
15,863
– – 0.07% 140
2021
Q3 		$318K Hold
15,863
– – 0.06% 149
2021
Q2 		$319K Hold
15,863
– – 0.07% 135
2021
Q1 		$338K Sell
15,863
-104
-0.7% -$2.24K 0.08% 124
2020
Q4 		$348K Hold
15,967
– – 0.1% 117
2020
Q3 		$281K Hold
15,967
– – 0.1% 109
2020
Q2 		$300K Buy
+15,967
New +$283K 0.11% 108

Other funds holding MPT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Live Oak Private Wealth's MPT Position: Q1 2024 in Review

Live Oak Private Wealth sold out of Medical Properties Trust (MPT) in Q1 2024, closing a stake of 15,863 shares — an estimated $77.9K sold.

Live Oak Private Wealth first reported a position in MPT in Q2 2020 and held it in 15 quarters. The position peaked at $375K in Q4 2021. 510 funds tracked by Wall St. Rank hold MPT as of Q1 2024.

  • Live Oak Private Wealth reported no remaining Medical Properties Trust position as of Q1 2024 after selling out during the quarter.
  • Live Oak Private Wealth sold 15,863 Medical Properties Trust shares in Q1 2024, an estimated $77.9K.
  • Live Oak Private Wealth first reported a position in Medical Properties Trust in Q2 2020 and held it in 15 quarters.
  • Live Oak Private Wealth's Medical Properties Trust position peaked at $375K in Q4 2021.
  • 510 funds tracked by Wall St. Rank held Medical Properties Trust as of Q1 2024.

Based on Live Oak Private Wealth's 13F filing for Q1 2024, filed 23 Apr 2024.