WP
MPT

WealthSource Partners’s Medical Properties Trust MPT Stock Holding History

WealthSource 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
Q4 		– Sell
-20,300
Closed -$111K – 511
2023
Q3 		$111K Buy
20,300
+1,700
+9% +$13.6K 0.01% 476
2023
Q2 		$172K Hold
18,600
– – 0.01% 476
2023
Q1 		$153K Buy
+18,600
New +$205K 0.01% 473

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

WealthSource Partners's MPT Position: Q4 2023 in Review

WealthSource Partners sold out of Medical Properties Trust (MPT) in Q4 2023, closing a stake of 20,300 shares — an estimated $111K sold.

WealthSource Partners first reported a position in MPT in Q1 2023 and held it in 3 quarters. The position peaked at $172K in Q2 2023. 551 funds tracked by Wall St. Rank hold MPT as of Q4 2023.

  • WealthSource Partners reported no remaining Medical Properties Trust position as of Q4 2023 after selling out during the quarter.
  • WealthSource Partners sold 20,300 Medical Properties Trust shares in Q4 2023, an estimated $111K.
  • WealthSource Partners first reported a position in Medical Properties Trust in Q1 2023 and held it in 3 quarters.
  • WealthSource Partners's Medical Properties Trust position peaked at $172K in Q2 2023.
  • 551 funds tracked by Wall St. Rank held Medical Properties Trust as of Q4 2023.

Based on WealthSource Partners's 13F filing for Q4 2023, filed 16 Jan 2024.