PS
MPT

Planned Solutions’s Medical Properties Trust MPT Stock Holding History

Planned Solutions’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
Q4 		– Sell
-5,015
Closed -$29.3K – 431
2024
Q3 		$29.3K Buy
+5,015
New +$24.7K 0.01% 358
2024
Q1 		– Sell
-3,515
Closed -$17.3K – 370
2023
Q4 		$17.3K Buy
+3,515
New +$17.2K 0.01% 381
2023
Q3 		– Sell
-13,535
Closed -$125K – 83
2023
Q2 		$125K Hold
13,535
– – 0.07% 78
2023
Q1 		$111K Buy
+13,535
New +$149K 0.07% 77

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
DFG
Demars Financial Group Spokane Valley, Washington $361M AUM 24.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Planned Solutions's MPT Position: Q4 2024 in Review

Planned Solutions sold out of Medical Properties Trust (MPT) in Q4 2024, closing a stake of 5,015 shares — an estimated $29.3K sold.

Planned Solutions first reported a position in MPT in Q1 2023 and held it in 4 quarters. The position peaked at $125K in Q2 2023. 469 funds tracked by Wall St. Rank hold MPT as of Q4 2024.

  • Planned Solutions reported no remaining Medical Properties Trust position as of Q4 2024 after selling out during the quarter.
  • Planned Solutions sold 5,015 Medical Properties Trust shares in Q4 2024, an estimated $29.3K.
  • Planned Solutions first reported a position in Medical Properties Trust in Q1 2023 and held it in 4 quarters.
  • Planned Solutions's Medical Properties Trust position peaked at $125K in Q2 2023.
  • 469 funds tracked by Wall St. Rank held Medical Properties Trust as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.