SWM
MPT

Sanctuary Wealth Management’s Medical Properties Trust MPT Stock Holding History

Sanctuary Wealth Management’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 		$4.65K Buy
1,178
+928
+371% +$4.16K ﹤0.01% 196
2024
Q3 		$1.46K Hold
250
– – ﹤0.01% 242
2024
Q2 		$1.08K Hold
250
– – ﹤0.01% 229
2024
Q1 		$1.18K Buy
+250
New +$957 ﹤0.01% 230

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 $304M AUM 17.94% 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

Sanctuary Wealth Management's MPT Position: Q4 2024 in Review

Sanctuary Wealth Management increased its Medical Properties Trust (MPT) stake by 371% in Q4 2024, buying an estimated $4.16K and bringing the position to 1,178 shares worth $4.65K. The position accounts for ﹤0.01% of the portfolio, ranked #196.

Sanctuary Wealth Management first reported a position in MPT in Q1 2024 and has held it in 4 quarters since. 468 funds tracked by Wall St. Rank hold MPT as of Q4 2024.

  • Sanctuary Wealth Management held 1,178 shares of Medical Properties Trust worth $4.65K as of Q4 2024.
  • Sanctuary Wealth Management bought 928 Medical Properties Trust shares in Q4 2024, an estimated $4.16K.
  • Medical Properties Trust made up ﹤0.01% of Sanctuary Wealth Management's portfolio in Q4 2024, its #196 holding.
  • Sanctuary Wealth Management first reported a position in Medical Properties Trust in Q1 2024 and has held it in 4 quarters since.
  • 468 funds tracked by Wall St. Rank held Medical Properties Trust as of Q4 2024.

Based on Sanctuary Wealth Management's 13F filing for Q4 2024, filed 12 Feb 2025.