MWM
MPT

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

Meridian 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
2024
Q1 		– Sell
-10,321
Closed -$50.7K – 384
2023
Q4 		$50.7K Sell
10,321
-6,331
-38% -$31K ﹤0.01% 587
2023
Q3 		$90.8K Sell
16,652
-5,637
-25% -$45.2K 0.01% 527
2023
Q2 		$206K Buy
22,289
+2,928
+15% +$24.8K 0.02% 514
2023
Q1 		$159K Buy
19,361
+8,696
+82% +$96K 0.01% 517
2022
Q4 		$119K Buy
+10,665
New +$124K 0.01% 508

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

Meridian Wealth Management's MPT Position: Q1 2024 in Review

Meridian Wealth Management sold out of Medical Properties Trust (MPT) in Q1 2024, closing a stake of 10,321 shares — an estimated $50.7K sold.

Meridian Wealth Management first reported a position in MPT in Q4 2022 and held it in 5 quarters. The position peaked at $206K in Q2 2023. 510 funds tracked by Wall St. Rank hold MPT as of Q1 2024.

  • Meridian Wealth Management reported no remaining Medical Properties Trust position as of Q1 2024 after selling out during the quarter.
  • Meridian Wealth Management sold 10,321 Medical Properties Trust shares in Q1 2024, an estimated $50.7K.
  • Meridian Wealth Management first reported a position in Medical Properties Trust in Q4 2022 and held it in 5 quarters.
  • Meridian Wealth Management's Medical Properties Trust position peaked at $206K in Q2 2023.
  • 510 funds tracked by Wall St. Rank held Medical Properties Trust as of Q1 2024.

Based on Meridian Wealth Management's 13F filing for Q1 2024, filed 25 Apr 2024.