Winch Advisory Services’s Medical Properties Trust MPT Stock Holding History

Winch Advisory Services’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 Q3	–	Sell	-254	Closed	-$1.09K	–	476
2024 Q2	$1.09K	Buy	254 +8	+3%	+$38	﹤0.01%	398
2024 Q1	$1.16K	Buy	246 +10	+4%	+$38	﹤0.01%	392
2023 Q4	$1.16K	Buy	236 +6	+3%	+$29	﹤0.01%	382
2023 Q3	$1K	Buy	230 +7	+3%	+$56	﹤0.01%	398
2023 Q2	$2K	Buy	223 +7	+3%	+$59	﹤0.01%	361
2023 Q1	$2K	Buy	216 +5	+2%	+$55	﹤0.01%	356
2022 Q4	$2K	Buy	211 +5	+2%	+$58	﹤0.01%	335
2022 Q3	$2K	Buy	206 +4	+2%	+$61	﹤0.01%	327
2022 Q2	$3K	Buy	202 +3	+2%	+$54	﹤0.01%	326
2022 Q1	$4K	Buy	199 +2	+1%	+$43	﹤0.01%	332
2021 Q4	$5K	Buy	197 +3	+2%	+$64	﹤0.01%	327
2021 Q3	$4K	Buy	194 +2	+1%	+$41	﹤0.01%	356
2021 Q2	$4K	Buy	192 +3	+2%	+$64	﹤0.01%	357
2021 Q1	$4K	Buy	189 +2	+1%	+$43	﹤0.01%	334
2020 Q4	$4K	Buy	187 +3	+2%	+$58	﹤0.01%	323
2020 Q3	$3K	Buy	184 +3	+2%	+$56	﹤0.01%	302
2020 Q2	$3K	Buy	181 +2	+1%	+$35	﹤0.01%	299
2020 Q1	$3K	Buy	179 +3	+2%	+$63	﹤0.01%	256
2019 Q4	$4K	Buy	176 +2	+1%	+$40	﹤0.01%	275
2019 Q3	$3K	Buy	174 +2	+1%	+$37	﹤0.01%	274
2019 Q2	$3K	Buy	172 +2	+1%	+$36	﹤0.01%	317
2019 Q1	$3K	Buy	170 +3	+2%	+$53	﹤0.01%	290
2018 Q4	$3K	Buy	+167	New	+$2.64K	﹤0.01%	268

Other funds holding MPT

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

SPC

Silver Point Capital Greenwich, Connecticut $1.3B AUM 18.3% 1-Year Est. Return

Winch Advisory Services's MPT Position: Q3 2024 in Review

Winch Advisory Services sold out of Medical Properties Trust (MPT) in Q3 2024, closing a stake of 254 shares — an estimated $1.09K sold.

Winch Advisory Services first reported a position in MPT in Q4 2018 and held it in 23 quarters. The position peaked at $5K in Q4 2021. 506 funds tracked by Wall St. Rank hold MPT as of Q3 2024.

Winch Advisory Services reported no remaining Medical Properties Trust position as of Q3 2024 after selling out during the quarter.
Winch Advisory Services sold 254 Medical Properties Trust shares in Q3 2024, an estimated $1.09K.
Winch Advisory Services first reported a position in Medical Properties Trust in Q4 2018 and held it in 23 quarters.
Winch Advisory Services's Medical Properties Trust position peaked at $5K in Q4 2021.
506 funds tracked by Wall St. Rank held Medical Properties Trust as of Q3 2024.

Based on Winch Advisory Services's 13F filing for Q3 2024, filed 21 Oct 2024.