WAP
MPT

Wealthcare Advisory Partners’s Medical Properties Trust MPT Stock Holding History

Wealthcare Advisory Partners’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
Q3 		– Sell
-16,032
Closed -$148K – 732
2023
Q2 		$148K Buy
+16,032
New +$136K 0.01% 694
2021
Q4 		– Sell
-17,039
Closed -$342K – 598
2021
Q3 		$342K Buy
17,039
+809
+5% +$16.6K 0.02% 383
2021
Q2 		$326K Buy
16,230
+1,169
+8% +$25K 0.02% 404
2021
Q1 		$320K Sell
15,061
-565
-4% -$12.2K 0.02% 374
2020
Q4 		$340K Buy
15,626
+253
+2% +$4.93K 0.03% 304
2020
Q3 		$271K Buy
15,373
+641
+4% +$11.9K 0.03% 285
2020
Q2 		$277K Buy
14,732
+2,193
+17% +$38.8K 0.03% 254
2020
Q1 		$217K Buy
12,539
+2,585
+26% +$54K 0.03% 252
2019
Q4 		$210K Sell
9,954
-261
-3% -$5.28K 0.03% 292
2019
Q3 		$200K Sell
10,215
-530
-5% -$9.74K 0.03% 276
2019
Q2 		$187K Sell
10,745
-241
-2% -$4.34K 0.03% 280
2019
Q1 		$203K Buy
10,986
+1,720
+19% +$30.7K 0.03% 240
2018
Q4 		$149K Sell
9,266
-300
-3% -$4.75K 0.03% 251
2018
Q3 		$143K Buy
9,566
+1,700
+22% +$24.8K 0.03% 266
2018
Q2 		$110K Buy
7,866
+966
+14% +$12.8K 0.02% 313
2018
Q1 		$90K Buy
6,900
+2,103
+44% +$26.9K 0.02% 298
2017
Q4 		$66K Sell
4,797
-829
-15% -$11.2K 0.02% 331
2017
Q3 		$74K Buy
+5,626
New +$72.5K 0.02% 258

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
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wealthcare Advisory Partners's MPT Position: Q3 2023 in Review

Wealthcare Advisory Partners sold out of Medical Properties Trust (MPT) in Q3 2023, closing a stake of 16,032 shares — an estimated $148K sold.

Wealthcare Advisory Partners first reported a position in MPT in Q3 2017 and held it in 18 quarters. The position peaked at $342K in Q3 2021. 541 funds tracked by Wall St. Rank hold MPT as of Q3 2023.

  • Wealthcare Advisory Partners reported no remaining Medical Properties Trust position as of Q3 2023 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 16,032 Medical Properties Trust shares in Q3 2023, an estimated $148K.
  • Wealthcare Advisory Partners first reported a position in Medical Properties Trust in Q3 2017 and held it in 18 quarters.
  • Wealthcare Advisory Partners's Medical Properties Trust position peaked at $342K in Q3 2021.
  • 541 funds tracked by Wall St. Rank held Medical Properties Trust as of Q3 2023.

Based on Wealthcare Advisory Partners's 13F filing for Q3 2023, filed 12 Oct 2023.