RWB
MPT

RMR Wealth Builders’s Medical Properties Trust MPT Stock Holding History

RMR Wealth Builders’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
2021
Q2 		– Sell
-110
Closed -$2K – 486
2021
Q1 		$2K Buy
110
+1
+0.9% +$22 ﹤0.01% 735
2020
Q4 		$2K Buy
+109
New +$2.12K ﹤0.01% 496
2020
Q3 		– Sell
-106
Closed -$2K – 375
2020
Q2 		$2K Buy
+106
New +$1.88K ﹤0.01% 414
2019
Q4 		$2K Buy
+103
New +$2.08K ﹤0.01% 391

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

RMR Wealth Builders's MPT Position: Q2 2021 in Review

RMR Wealth Builders sold out of Medical Properties Trust (MPT) in Q2 2021, closing a stake of 110 shares — an estimated $2K sold.

RMR Wealth Builders first reported a position in MPT in Q4 2019 and held it in 4 quarters. The position peaked at $2K in Q1 2021. 557 funds tracked by Wall St. Rank hold MPT as of Q2 2021.

  • RMR Wealth Builders reported no remaining Medical Properties Trust position as of Q2 2021 after selling out during the quarter.
  • RMR Wealth Builders sold 110 Medical Properties Trust shares in Q2 2021, an estimated $2K.
  • RMR Wealth Builders first reported a position in Medical Properties Trust in Q4 2019 and held it in 4 quarters.
  • RMR Wealth Builders's Medical Properties Trust position peaked at $2K in Q1 2021.
  • 557 funds tracked by Wall St. Rank held Medical Properties Trust as of Q2 2021.

Based on RMR Wealth Builders's 13F filing for Q2 2021, filed 16 Aug 2021.