AIM
MPT

Achmea Investment Management’s Medical Properties Trust MPT Stock Holding History

Achmea Investment Management’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
2023
Q3 		– Sell
-230,256
Closed -$2.13M – 584
2023
Q2 		$2.13M Buy
230,256
+6,539
+3% +$55.3K 0.05% 330
2023
Q1 		$1.84M Buy
223,717
+222,826
+25,009% +$2.46M 0.05% 310
2022
Q4 		$9K Hold
891
– – ﹤0.01% 640
2022
Q3 		$11K Hold
891
– – ﹤0.01% 640
2022
Q2 		$14K Buy
+891
New +$16K ﹤0.01% 617

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 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
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Achmea Investment Management's MPT Position: Q3 2023 in Review

Achmea Investment Management sold out of Medical Properties Trust (MPT) in Q3 2023, closing a stake of 230,256 shares — an estimated $2.13M sold.

Achmea Investment Management first reported a position in MPT in Q2 2022 and held it in 5 quarters. The position peaked at $2.13M in Q2 2023. 541 funds tracked by Wall St. Rank hold MPT as of Q3 2023.

  • Achmea Investment Management reported no remaining Medical Properties Trust position as of Q3 2023 after selling out during the quarter.
  • Achmea Investment Management sold 230,256 Medical Properties Trust shares in Q3 2023, an estimated $2.13M.
  • Achmea Investment Management first reported a position in Medical Properties Trust in Q2 2022 and held it in 5 quarters.
  • Achmea Investment Management's Medical Properties Trust position peaked at $2.13M in Q2 2023.
  • 541 funds tracked by Wall St. Rank held Medical Properties Trust as of Q3 2023.

Based on Achmea Investment Management's 13F filing for Q3 2023, filed 6 Nov 2023.