WealthTrust Axiom’s Medical Properties Trust MPT Stock Holding History

WealthTrust Axiom’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
2024 Q1	–	Sell	-10,500	Closed	-$51.6K	–	268
2023 Q4	$51.6K	Buy	+10,500	New	+$51.4K	0.02%	245
2023 Q3	–	Sell	-10,500	Closed	-$97.2K	–	251
2023 Q2	$97.2K	Hold	10,500	–	–	0.03%	237
2023 Q1	$86.3K	Buy	+10,500	New	+$116K	0.03%	229

Other funds holding MPT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

WealthTrust Axiom's MPT Position: Q1 2024 in Review

WealthTrust Axiom sold out of Medical Properties Trust (MPT) in Q1 2024, closing a stake of 10,500 shares — an estimated $51.6K sold.

WealthTrust Axiom first reported a position in MPT in Q1 2023 and held it in 3 quarters. The position peaked at $97.2K in Q2 2023. 510 funds tracked by Wall St. Rank hold MPT as of Q1 2024.

WealthTrust Axiom reported no remaining Medical Properties Trust position as of Q1 2024 after selling out during the quarter.
WealthTrust Axiom sold 10,500 Medical Properties Trust shares in Q1 2024, an estimated $51.6K.
WealthTrust Axiom first reported a position in Medical Properties Trust in Q1 2023 and held it in 3 quarters.
WealthTrust Axiom's Medical Properties Trust position peaked at $97.2K in Q2 2023.
510 funds tracked by Wall St. Rank held Medical Properties Trust as of Q1 2024.

Based on WealthTrust Axiom's 13F filing for Q1 2024, filed 10 May 2024.