TWM
MPT

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

Tradition 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
Q1 		– Sell
-4,029
Closed -$20K – 882
2023
Q4 		$20K Sell
4,029
-7,919
-66% -$38.8K ﹤0.01% 845
2023
Q3 		$65K Sell
11,948
-404
-3% -$3.24K 0.01% 545
2023
Q2 		$114K Buy
12,352
+2,311
+23% +$19.5K 0.01% 423
2023
Q1 		$83K Sell
10,041
-350
-3% -$3.87K 0.01% 495
2022
Q4 		$116K Sell
10,391
-2,461
-19% -$28.6K 0.02% 342
2022
Q3 		$152K Buy
12,852
+23
+0.2% +$348 0.02% 300
2022
Q2 		$196K Sell
12,829
-2,428
-16% -$43.7K 0.03% 262
2022
Q1 		$323K Buy
15,257
+31
+0.2% +$668 0.04% 240
2021
Q4 		$360K Buy
15,226
+629
+4% +$13.5K 0.05% 219
2021
Q3 		$293K Buy
14,597
+4,149
+40% +$85K 0.04% 226
2021
Q2 		$210K Buy
10,448
+768
+8% +$16.4K 0.03% 276
2021
Q1 		$206K Buy
9,680
+1,018
+12% +$21.9K 0.04% 249
2020
Q4 		$189K Buy
+8,662
New +$169K 0.04% 237

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Tradition Wealth Management's MPT Position: Q1 2024 in Review

Tradition Wealth Management sold out of Medical Properties Trust (MPT) in Q1 2024, closing a stake of 4,029 shares — an estimated $20K sold.

Tradition Wealth Management first reported a position in MPT in Q4 2020 and held it in 13 quarters. The position peaked at $360K in Q4 2021. 510 funds tracked by Wall St. Rank hold MPT as of Q1 2024.

  • Tradition Wealth Management reported no remaining Medical Properties Trust position as of Q1 2024 after selling out during the quarter.
  • Tradition Wealth Management sold 4,029 Medical Properties Trust shares in Q1 2024, an estimated $20K.
  • Tradition Wealth Management first reported a position in Medical Properties Trust in Q4 2020 and held it in 13 quarters.
  • Tradition Wealth Management's Medical Properties Trust position peaked at $360K in Q4 2021.
  • 510 funds tracked by Wall St. Rank held Medical Properties Trust as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.