PWP
MPT

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

Principle 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
2022
Q4 		– Sell
-11,970
Closed -$142 – 316
2022
Q3 		$142 Sell
11,970
-1,360
-10% -$20.6K 0.01% 291
2022
Q2 		$204K Hold
13,330
– – 0.02% 296
2022
Q1 		$282K Hold
13,330
– – 0.03% 273
2021
Q4 		$315K Hold
13,330
– – 0.03% 254
2021
Q3 		$268K Hold
13,330
– – 0.03% 263
2021
Q2 		$268K Buy
+13,330
New +$285K 0.03% 269

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Principle Wealth Partners's MPT Position: Q4 2022 in Review

Principle Wealth Partners sold out of Medical Properties Trust (MPT) in Q4 2022, closing a stake of 11,970 shares — an estimated $142 sold.

Principle Wealth Partners first reported a position in MPT in Q2 2021 and held it in 6 quarters. The position peaked at $315K in Q4 2021. 639 funds tracked by Wall St. Rank hold MPT as of Q4 2022.

  • Principle Wealth Partners reported no remaining Medical Properties Trust position as of Q4 2022 after selling out during the quarter.
  • Principle Wealth Partners sold 11,970 Medical Properties Trust shares in Q4 2022, an estimated $142.
  • Principle Wealth Partners first reported a position in Medical Properties Trust in Q2 2021 and held it in 6 quarters.
  • Principle Wealth Partners's Medical Properties Trust position peaked at $315K in Q4 2021.
  • 639 funds tracked by Wall St. Rank held Medical Properties Trust as of Q4 2022.

Based on Principle Wealth Partners's 13F filing for Q4 2022, filed 2 Feb 2023.