WWP
MPT

WR Wealth Planners’s Medical Properties Trust MPT Stock Holding History

WR Wealth Planners’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
-16
Closed -$69 – 1187
2024
Q2 		$69 Hold
16
– – ﹤0.01% 1121
2024
Q1 		$75 Buy
+16
New +$61 ﹤0.01% 1154
2023
Q4 		– Sell
-16
Closed -$87 – 602
2023
Q3 		$87 Sell
16
-900
-98% -$7.21K ﹤0.01% 895
2023
Q2 		$8.48K Hold
916
– – ﹤0.01% 603
2023
Q1 		$7.53K Buy
916
+900
+5,625% +$9.94K ﹤0.01% 618
2022
Q4 		$178 Hold
16
– – ﹤0.01% 478
2022
Q3 		$190 Hold
16
– – ﹤0.01% 488
2022
Q2 		$244 Hold
16
– – ﹤0.01% 500
2022
Q1 		$338 Buy
+16
New +$345 ﹤0.01% 490

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Bank of New York Mellon
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

WR Wealth Planners's MPT Position: Q3 2024 in Review

WR Wealth Planners sold out of Medical Properties Trust (MPT) in Q3 2024, closing a stake of 16 shares — an estimated $69 sold.

WR Wealth Planners first reported a position in MPT in Q1 2022 and held it in 9 quarters. The position peaked at $8.48K in Q2 2023. 506 funds tracked by Wall St. Rank hold MPT as of Q3 2024.

  • WR Wealth Planners reported no remaining Medical Properties Trust position as of Q3 2024 after selling out during the quarter.
  • WR Wealth Planners sold 16 Medical Properties Trust shares in Q3 2024, an estimated $69.
  • WR Wealth Planners first reported a position in Medical Properties Trust in Q1 2022 and held it in 9 quarters.
  • WR Wealth Planners's Medical Properties Trust position peaked at $8.48K in Q2 2023.
  • 506 funds tracked by Wall St. Rank held Medical Properties Trust as of Q3 2024.

Based on WR Wealth Planners's 13F filing for Q3 2024, filed 17 Oct 2024.