MWM
MPT

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

Modera 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
Q2 		– Sell
-20,000
Closed -$94K – 583
2024
Q1 		$94K Buy
20,000
+8,000
+67% +$30.6K ﹤0.01% 562
2023
Q4 		$58.9K Buy
12,000
+1,100
+10% +$5.39K ﹤0.01% 518
2023
Q3 		$59.4K Buy
10,900
+633
+6% +$5.07K ﹤0.01% 539
2023
Q2 		$95.1K Buy
+10,267
New +$86.8K ﹤0.01% 549

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Modera Wealth Management's MPT Position: Q2 2024 in Review

Modera Wealth Management sold out of Medical Properties Trust (MPT) in Q2 2024, closing a stake of 20,000 shares — an estimated $94K sold.

Modera Wealth Management first reported a position in MPT in Q2 2023 and held it in 4 quarters. The position peaked at $95.1K in Q2 2023. 500 funds tracked by Wall St. Rank hold MPT as of Q2 2024.

  • Modera Wealth Management reported no remaining Medical Properties Trust position as of Q2 2024 after selling out during the quarter.
  • Modera Wealth Management sold 20,000 Medical Properties Trust shares in Q2 2024, an estimated $94K.
  • Modera Wealth Management first reported a position in Medical Properties Trust in Q2 2023 and held it in 4 quarters.
  • Modera Wealth Management's Medical Properties Trust position peaked at $95.1K in Q2 2023.
  • 500 funds tracked by Wall St. Rank held Medical Properties Trust as of Q2 2024.

Based on Modera Wealth Management's 13F filing for Q2 2024, filed 29 Jul 2024.