VWA
MPT

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

V 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
2022
Q4 		– Sell
-14,360
Closed -$170K – 391
2022
Q3 		$170K Buy
14,360
+750
+6% +$11.4K 0.03% 358
2022
Q2 		$208K Buy
13,610
+1,450
+12% +$26.1K 0.04% 381
2022
Q1 		$257K Buy
12,160
+1,150
+10% +$24.8K 0.04% 374
2021
Q4 		$260K Hold
11,010
– – 0.04% 380
2021
Q3 		$221K Buy
+11,010
New +$226K 0.03% 417

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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

V Wealth Advisors's MPT Position: Q4 2022 in Review

V Wealth Advisors sold out of Medical Properties Trust (MPT) in Q4 2022, closing a stake of 14,360 shares — an estimated $170K sold.

V Wealth Advisors first reported a position in MPT in Q3 2021 and held it in 5 quarters. The position peaked at $260K in Q4 2021. 639 funds tracked by Wall St. Rank hold MPT as of Q4 2022.

  • V Wealth Advisors reported no remaining Medical Properties Trust position as of Q4 2022 after selling out during the quarter.
  • V Wealth Advisors sold 14,360 Medical Properties Trust shares in Q4 2022, an estimated $170K.
  • V Wealth Advisors first reported a position in Medical Properties Trust in Q3 2021 and held it in 5 quarters.
  • V Wealth Advisors's Medical Properties Trust position peaked at $260K in Q4 2021.
  • 639 funds tracked by Wall St. Rank held Medical Properties Trust as of Q4 2022.

Based on V Wealth Advisors's 13F filing for Q4 2022, filed 20 Jan 2023.