AIMA
MPT

Ables Iannone Moore & Associates’s Medical Properties Trust MPT Stock Holding History

Ables Iannone Moore & Associates’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
Q4 		– Sell
-58,707
Closed -$343K – 57
2024
Q3 		$343K Buy
58,707
+1,939
+3% +$9.56K 0.22% 48
2024
Q2 		$245K Buy
56,768
+1,466
+3% +$7.03K 0.16% 51
2024
Q1 		$260K Buy
55,302
+2,077
+4% +$7.95K 0.19% 49
2023
Q4 		$261K Buy
+53,225
New +$261K 0.2% 49

Other funds holding MPT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DFG
Demars Financial Group Spokane Valley, Washington $361M AUM 24.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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

Ables Iannone Moore & Associates's MPT Position: Q4 2024 in Review

Ables Iannone Moore & Associates sold out of Medical Properties Trust (MPT) in Q4 2024, closing a stake of 58,707 shares — an estimated $343K sold.

Ables Iannone Moore & Associates first reported a position in MPT in Q4 2023 and held it in 4 quarters. The position peaked at $343K in Q3 2024. 468 funds tracked by Wall St. Rank hold MPT as of Q4 2024.

  • Ables Iannone Moore & Associates reported no remaining Medical Properties Trust position as of Q4 2024 after selling out during the quarter.
  • Ables Iannone Moore & Associates sold 58,707 Medical Properties Trust shares in Q4 2024, an estimated $343K.
  • Ables Iannone Moore & Associates first reported a position in Medical Properties Trust in Q4 2023 and held it in 4 quarters.
  • Ables Iannone Moore & Associates's Medical Properties Trust position peaked at $343K in Q3 2024.
  • 468 funds tracked by Wall St. Rank held Medical Properties Trust as of Q4 2024.

Based on Ables Iannone Moore & Associates's 13F filing for Q4 2024, filed 6 Jan 2025.