VWM
MPT

Valley Wealth Managers’s Medical Properties Trust MPT Stock Holding History

Valley Wealth Managers’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
Q4 		– Sell
-1
Closed -$5 – 369
2023
Q3 		$3 Sell
1
-245,485
-100% -$1.97M ﹤0.01% 369
2023
Q2 		$2.27M Sell
245,486
-5,558
-2% -$47K 0.2% 91
2023
Q1 		$2.06M Buy
251,044
+6,889
+3% +$76.1K 0.19% 94
2022
Q4 		$2.72M Sell
244,155
-183,783
-43% -$2.14M 0.25% 88
2022
Q3 		$5.08M Buy
427,938
+221,867
+108% +$3.36M 0.51% 46
2022
Q2 		$3.15M Buy
206,071
+18,226
+10% +$328K 0.29% 84
2022
Q1 		$3.97M Buy
187,845
+13,103
+7% +$282K 0.33% 79
2021
Q4 		$4.13M Buy
174,742
+2,315
+1% +$49.6K 0.33% 69
2021
Q3 		$3.46M Buy
172,427
+3,336
+2% +$68.4K 0.3% 81
2021
Q2 		$3.4M Buy
169,091
+18,775
+12% +$402K 0.29% 86
2021
Q1 		$3.2M Buy
150,316
+13,040
+9% +$280K 0.29% 81
2020
Q4 		$2.99M Buy
137,276
+3,506
+3% +$68.3K 0.29% 65
2020
Q3 		$2.36M Sell
133,770
-10,250
-7% -$191K 0.26% 77
2020
Q2 		$2.71M Buy
144,020
+1,630
+1% +$28.9K 0.3% 65
2020
Q1 		$2.46M Sell
142,390
-1,000
-0.7% -$20.9K 0.32% 64
2019
Q4 		$3.03M Buy
143,390
+15,015
+12% +$304K 0.3% 61
2019
Q3 		$2.51M Buy
+128,375
New +$2.36M 0.27% 63

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 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
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

Valley Wealth Managers's MPT Position: Q4 2023 in Review

Valley Wealth Managers sold out of Medical Properties Trust (MPT) in Q4 2023, closing a stake of 1 share — an estimated $5 sold.

Valley Wealth Managers first reported a position in MPT in Q3 2019 and held it in 17 quarters. The position peaked at $5.08M in Q3 2022. 551 funds tracked by Wall St. Rank hold MPT as of Q4 2023.

  • Valley Wealth Managers reported no remaining Medical Properties Trust position as of Q4 2023 after selling out during the quarter.
  • Valley Wealth Managers sold 1 Medical Properties Trust share in Q4 2023, an estimated $5.
  • Valley Wealth Managers first reported a position in Medical Properties Trust in Q3 2019 and held it in 17 quarters.
  • Valley Wealth Managers's Medical Properties Trust position peaked at $5.08M in Q3 2022.
  • 551 funds tracked by Wall St. Rank held Medical Properties Trust as of Q4 2023.

Based on Valley Wealth Managers's 13F filing for Q4 2023, filed 7 Feb 2024.