RPWA
MPT

Regent Peak Wealth Advisors’s Medical Properties Trust MPT Stock Holding History

Regent Peak Wealth Advisors’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
-21,322
Closed -$125K – 189
2024
Q3 		$125K Buy
+21,322
New +$105K 0.03% 175
2024
Q2 		– Sell
-21,348
Closed -$100K – 174
2024
Q1 		$100K Buy
+21,348
New +$81.7K 0.03% 168
2021
Q1 		– Sell
-2
Closed – – 659
2020
Q4 		$0 Buy
+2
New +$39 ﹤0.01% 1100

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

Regent Peak Wealth Advisors's MPT Position: Q4 2024 in Review

Regent Peak Wealth Advisors sold out of Medical Properties Trust (MPT) in Q4 2024, closing a stake of 21,322 shares — an estimated $125K sold.

Regent Peak Wealth Advisors first reported a position in MPT in Q4 2020 and held it in 3 quarters. The position peaked at $125K in Q3 2024. 469 funds tracked by Wall St. Rank hold MPT as of Q4 2024.

  • Regent Peak Wealth Advisors reported no remaining Medical Properties Trust position as of Q4 2024 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 21,322 Medical Properties Trust shares in Q4 2024, an estimated $125K.
  • Regent Peak Wealth Advisors first reported a position in Medical Properties Trust in Q4 2020 and held it in 3 quarters.
  • Regent Peak Wealth Advisors's Medical Properties Trust position peaked at $125K in Q3 2024.
  • 469 funds tracked by Wall St. Rank held Medical Properties Trust as of Q4 2024.

Based on Regent Peak Wealth Advisors's 13F filing for Q4 2024, filed 7 Jan 2025.