1 North Wealth Services’s Medical Properties Trust MPT Stock Holding History

1 North Wealth 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
2019 Q4	$3.88M	Buy	183,983 +5,884	+3%	+$119K	2.4%	12
2019 Q3	$3.48M	Buy	+178,099	New	+$3.27M	2.33%	12
2019 Q1	$3.3M	Buy	178,306 +506	+0.3%	+$9.02K	2.33%	13
2018 Q4	$2.86M	Buy	+177,800	New	+$2.81M	2.39%	15

Other funds holding MPT

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

1 North Wealth Services's MPT Position: Q4 2019 in Review

1 North Wealth Services increased its Medical Properties Trust (MPT) stake by 3.3% in Q4 2019, buying an estimated $119K and bringing the position to 183,983 shares worth $3.88M. The position accounts for 2.4% of the portfolio, ranked #12.

1 North Wealth Services first reported a position in MPT in Q4 2018 and has held it in 4 quarters since. 511 funds tracked by Wall St. Rank hold MPT as of Q4 2019.

1 North Wealth Services held 183,983 shares of Medical Properties Trust worth $3.88M as of Q4 2019.
1 North Wealth Services bought 5,884 Medical Properties Trust shares in Q4 2019, an estimated $119K.
Medical Properties Trust made up 2.4% of 1 North Wealth Services's portfolio in Q4 2019, its #12 holding.
1 North Wealth Services first reported a position in Medical Properties Trust in Q4 2018 and has held it in 4 quarters since.
511 funds tracked by Wall St. Rank held Medical Properties Trust as of Q4 2019.

Based on 1 North Wealth Services's 13F filing for Q4 2019, filed 14 Feb 2020.