WA
MPT

WESPAC Advisors’s Medical Properties Trust MPT Stock Holding History

WESPAC Advisors’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
2022
Q2 		– Sell
-44,483
Closed -$940K – 112
2022
Q1 		$940K Sell
44,483
-21,451
-33% -$462K 1.02% 42
2021
Q4 		$1.56M Buy
65,934
+2,077
+3% +$44.5K 1.04% 33
2021
Q3 		$1.28M Buy
63,857
+33,405
+110% +$685K 0.79% 51
2021
Q2 		$612K Sell
30,452
-31,960
-51% -$684K 1.17% 32
2021
Q1 		$1.33M Sell
62,412
-16,564
-21% -$356K 0.99% 35
2020
Q4 		$1.72M Buy
78,976
+24,833
+46% +$484K 1.33% 17
2020
Q3 		$955K Sell
54,143
-1,783
-3% -$33.2K 1.18% 36
2020
Q2 		$1.05M Buy
55,926
+517
+0.9% +$9.16K 1.19% 31
2020
Q1 		$958K Buy
55,409
+140
+0.3% +$2.93K 2.3% 16
2019
Q4 		$1.17M Buy
55,269
+402
+0.7% +$8.14K 1.14% 34
2019
Q3 		$1.07M Buy
+54,867
New +$1.01M 1.07% 37
2016
Q4 		– Sell
-45,425
Closed -$671K – 128
2016
Q3 		$671K Buy
45,425
+10,095
+29% +$153K 0.76% 49
2016
Q2 		$537K Buy
+35,330
New +$500K 0.56% 70

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

WESPAC Advisors's MPT Position: Q2 2022 in Review

WESPAC Advisors sold out of Medical Properties Trust (MPT) in Q2 2022, closing a stake of 44,483 shares — an estimated $940K sold.

WESPAC Advisors first reported a position in MPT in Q2 2016 and held it in 13 quarters. The position peaked at $1.72M in Q4 2020. 605 funds tracked by Wall St. Rank hold MPT as of Q2 2022.

  • WESPAC Advisors reported no remaining Medical Properties Trust position as of Q2 2022 after selling out during the quarter.
  • WESPAC Advisors sold 44,483 Medical Properties Trust shares in Q2 2022, an estimated $940K.
  • WESPAC Advisors first reported a position in Medical Properties Trust in Q2 2016 and held it in 13 quarters.
  • WESPAC Advisors's Medical Properties Trust position peaked at $1.72M in Q4 2020.
  • 605 funds tracked by Wall St. Rank held Medical Properties Trust as of Q2 2022.

Based on WESPAC Advisors's 13F filing for Q2 2022, filed 1 Aug 2022.