TWA
MPT

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

TCI 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
Q2 		– Sell
-1,117
Closed -$9.18K – 1432
2023
Q1 		$9.18K Buy
1,117
+1,002
+871% +$11.1K ﹤0.01% 1145
2022
Q4 		$1.28K Sell
115
-977
-89% -$11.4K ﹤0.01% 2073
2022
Q3 		$13K Buy
1,092
+118
+12% +$1.79K ﹤0.01% 870
2022
Q2 		$15K Buy
974
+294
+43% +$5.29K ﹤0.01% 769
2022
Q1 		$14K Sell
680
-281
-29% -$6.05K ﹤0.01% 888
2021
Q4 		$23K Buy
961
+152
+19% +$3.26K ﹤0.01% 650
2021
Q3 		$16K Buy
809
+120
+17% +$2.46K ﹤0.01% 789
2021
Q2 		$14K Buy
689
+83
+14% +$1.77K ﹤0.01% 751
2021
Q1 		$13K Buy
606
+268
+79% +$5.76K 0.01% 718
2020
Q4 		$7K Buy
338
+27
+9% +$526 ﹤0.01% 756
2020
Q3 		$5K Buy
311
+201
+183% +$3.74K ﹤0.01% 777
2020
Q2 		$2K Buy
110
+1
+0.9% +$18 ﹤0.01% 1082
2020
Q1 		$2K Buy
109
+53
+95% +$1.11K ﹤0.01% 1045
2019
Q4 		$1K Sell
56
-265
-83% -$5.37K ﹤0.01% 1383
2019
Q3 		$6K Buy
321
+266
+484% +$4.89K ﹤0.01% 763
2019
Q2 		$1K Buy
55
+1
+2% +$18 ﹤0.01% 1252
2019
Q1 		$1K Buy
+54
New +$963 ﹤0.01% 1262

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

TCI Wealth Advisors's MPT Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Medical Properties Trust (MPT) in Q2 2023, closing a stake of 1,117 shares — an estimated $9.18K sold.

TCI Wealth Advisors first reported a position in MPT in Q1 2019 and held it in 17 quarters. The position peaked at $23K in Q4 2021. 596 funds tracked by Wall St. Rank hold MPT as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Medical Properties Trust position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 1,117 Medical Properties Trust shares in Q2 2023, an estimated $9.18K.
  • TCI Wealth Advisors first reported a position in Medical Properties Trust in Q1 2019 and held it in 17 quarters.
  • TCI Wealth Advisors's Medical Properties Trust position peaked at $23K in Q4 2021.
  • 596 funds tracked by Wall St. Rank held Medical Properties Trust as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.