WQ
MPT

Wealth Quarterback’s Medical Properties Trust MPT Stock Holding History

Wealth Quarterback’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
2021
Q3 		$7K Buy
331
+5
+2% +$102 ﹤0.01% 535
2021
Q2 		$7K Buy
+326
New +$6.97K ﹤0.01% 544
2020
Q2 		– Sell
-373
Closed -$6.45K – 506
2020
Q1 		$6.45K Buy
373
+5
+1% +$105 0.01% 565
2019
Q4 		$7.78K Buy
+368
New +$7.45K 0.01% 575

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wealth Quarterback's MPT Position: Q3 2021 in Review

Wealth Quarterback increased its Medical Properties Trust (MPT) stake by 1.5% in Q3 2021, buying an estimated $102 and bringing the position to 331 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #535.

Wealth Quarterback first reported a position in MPT in Q4 2019 and has held it in 4 quarters since. The position peaked at $7.78K in Q4 2019. 564 funds tracked by Wall St. Rank hold MPT as of Q3 2021.

  • Wealth Quarterback held 331 shares of Medical Properties Trust worth $7K as of Q3 2021.
  • Wealth Quarterback bought 5 Medical Properties Trust shares in Q3 2021, an estimated $102.
  • Medical Properties Trust made up ﹤0.01% of Wealth Quarterback's portfolio in Q3 2021, its #535 holding.
  • Wealth Quarterback first reported a position in Medical Properties Trust in Q4 2019 and has held it in 4 quarters since.
  • Wealth Quarterback's Medical Properties Trust position peaked at $7.78K in Q4 2019.
  • 564 funds tracked by Wall St. Rank held Medical Properties Trust as of Q3 2021.

Based on Wealth Quarterback's 13F filing for Q3 2021, filed 17 Nov 2021.