SWA
MPT

Sutton Wealth Advisors’s Medical Properties Trust MPT Stock Holding History

Sutton 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
2023
Q1 		– Sell
-35
Closed -$390 – 1267
2022
Q4 		$390 Buy
35
+15
+75% +$174 ﹤0.01% 1533
2022
Q3 		$237 Sell
20
-53
-73% -$803 ﹤0.01% 1544
2022
Q2 		$1.11K Buy
73
+38
+109% +$684 ﹤0.01% 1254
2022
Q1 		$740 Sell
35
-31
-47% -$668 ﹤0.01% 1413
2021
Q4 		$1.56K Buy
+66
New +$1.41K ﹤0.01% 1238
2016
Q2 		– Sell
-1,954
Closed -$25.4K – 1055
2016
Q1 		$25.4K Buy
+1,954
New +$22.3K 0.02% 375

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return

Sutton Wealth Advisors's MPT Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Medical Properties Trust (MPT) in Q1 2023, closing a stake of 35 shares — an estimated $390 sold.

Sutton Wealth Advisors first reported a position in MPT in Q1 2016 and held it in 6 quarters. The position peaked at $25.4K in Q1 2016. 629 funds tracked by Wall St. Rank hold MPT as of Q1 2023.

  • Sutton Wealth Advisors reported no remaining Medical Properties Trust position as of Q1 2023 after selling out during the quarter.
  • Sutton Wealth Advisors sold 35 Medical Properties Trust shares in Q1 2023, an estimated $390.
  • Sutton Wealth Advisors first reported a position in Medical Properties Trust in Q1 2016 and held it in 6 quarters.
  • Sutton Wealth Advisors's Medical Properties Trust position peaked at $25.4K in Q1 2016.
  • 629 funds tracked by Wall St. Rank held Medical Properties Trust as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.