OFW
MPT

Omnia Family Wealth’s Medical Properties Trust MPT Stock Holding History

Omnia Family 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
2019
Q2 		– Sell
-489
Closed -$9K – 362
2019
Q1 		$9K Sell
489
-647
-57% -$11.5K ﹤0.01% 270
2018
Q4 		$19K Buy
1,136
+853
+301% +$13.5K 0.01% 195
2018
Q3 		$4K Hold
283
– – ﹤0.01% 330
2018
Q2 		$4K Buy
+283
New +$3.75K ﹤0.01% 324

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Omnia Family Wealth's MPT Position: Q2 2019 in Review

Omnia Family Wealth sold out of Medical Properties Trust (MPT) in Q2 2019, closing a stake of 489 shares — an estimated $9K sold.

Omnia Family Wealth first reported a position in MPT in Q2 2018 and held it in 4 quarters. The position peaked at $19K in Q4 2018. 433 funds tracked by Wall St. Rank hold MPT as of Q2 2019.

  • Omnia Family Wealth reported no remaining Medical Properties Trust position as of Q2 2019 after selling out during the quarter.
  • Omnia Family Wealth sold 489 Medical Properties Trust shares in Q2 2019, an estimated $9K.
  • Omnia Family Wealth first reported a position in Medical Properties Trust in Q2 2018 and held it in 4 quarters.
  • Omnia Family Wealth's Medical Properties Trust position peaked at $19K in Q4 2018.
  • 433 funds tracked by Wall St. Rank held Medical Properties Trust as of Q2 2019.

Based on Omnia Family Wealth's 13F filing for Q2 2019, filed 7 Aug 2019.