SWM
MPT

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

Silverlake 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
2022
Q3 		– Sell
-20,447
Closed -$312K – 213
2022
Q2 		$312K Buy
20,447
+34
+0.2% +$612 0.2% 131
2022
Q1 		$432K Buy
20,413
+352
+2% +$7.58K 0.25% 109
2021
Q4 		$474K Buy
+20,061
New +$430K 0.25% 98

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Silverlake Wealth Management's MPT Position: Q3 2022 in Review

Silverlake Wealth Management sold out of Medical Properties Trust (MPT) in Q3 2022, closing a stake of 20,447 shares — an estimated $312K sold.

Silverlake Wealth Management first reported a position in MPT in Q4 2021 and held it in 3 quarters. The position peaked at $474K in Q4 2021. 600 funds tracked by Wall St. Rank hold MPT as of Q3 2022.

  • Silverlake Wealth Management reported no remaining Medical Properties Trust position as of Q3 2022 after selling out during the quarter.
  • Silverlake Wealth Management sold 20,447 Medical Properties Trust shares in Q3 2022, an estimated $312K.
  • Silverlake Wealth Management first reported a position in Medical Properties Trust in Q4 2021 and held it in 3 quarters.
  • Silverlake Wealth Management's Medical Properties Trust position peaked at $474K in Q4 2021.
  • 600 funds tracked by Wall St. Rank held Medical Properties Trust as of Q3 2022.

Based on Silverlake Wealth Management's 13F filing for Q3 2022, filed 6 Apr 2023.