LWP
MPT

Lumature Wealth Partners’s Medical Properties Trust MPT Stock Holding History

Lumature Wealth Partners’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 		$40.7K Hold
4,400
– – 0.02% 233
2023
Q1 		$36.2K Hold
4,400
– – 0.02% 235
2022
Q4 		$49K Hold
4,400
– – 0.03% 220
2022
Q3 		$52K Hold
4,400
– – 0.03% 227
2022
Q2 		$67K Buy
+4,400
New +$79.2K 0.03% 223

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

Lumature Wealth Partners's MPT Position: Q2 2023 in Review

Lumature Wealth Partners held its Medical Properties Trust (MPT) position steady in Q2 2023 at 4,400 shares worth $40.7K. The position accounts for 0.02% of the portfolio, ranked #233.

Lumature Wealth Partners first reported a position in MPT in Q2 2022 and has held it in 5 quarters since. The position peaked at $67K in Q2 2022. 596 funds tracked by Wall St. Rank hold MPT as of Q2 2023.

  • Lumature Wealth Partners held 4,400 shares of Medical Properties Trust worth $40.7K as of Q2 2023.
  • Lumature Wealth Partners left its Medical Properties Trust share count unchanged in Q2 2023.
  • Medical Properties Trust made up 0.02% of Lumature Wealth Partners's portfolio in Q2 2023, its #233 holding.
  • Lumature Wealth Partners first reported a position in Medical Properties Trust in Q2 2022 and has held it in 5 quarters since.
  • Lumature Wealth Partners's Medical Properties Trust position peaked at $67K in Q2 2022.
  • 596 funds tracked by Wall St. Rank held Medical Properties Trust as of Q2 2023.

Based on Lumature Wealth Partners's 13F filing for Q2 2023, filed 14 Aug 2023.