AG
MPT

Advisor Group’s Medical Properties Trust MPT Stock Holding History

Advisor Group’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 		$1.32M Buy
62,741
+9,559
+18% +$194K 0.01% 1030
2019
Q3 		$1.04M Buy
53,182
+4,583
+9% +$84.2K 0.01% 1118
2019
Q2 		$847K Sell
48,599
-44,595
-48% -$803K 0.01% 1235
2019
Q1 		$1.73M Buy
93,194
+14,261
+18% +$254K 0.01% 776
2018
Q4 		$1.27M Buy
78,933
+28,094
+55% +$444K 0.01% 827
2018
Q3 		$759K Buy
50,839
+5,111
+11% +$74.5K 0.01% 1170
2018
Q2 		$642K Buy
45,728
+160
+0.4% +$2.12K 0.01% 1148
2018
Q1 		$593K Sell
45,568
-14,858
-25% -$190K 0.01% 1198
2017
Q4 		$832K Buy
60,426
+15,353
+34% +$208K 0.01% 1011
2017
Q3 		$593K Buy
45,073
+5,847
+15% +$75.3K 0.01% 1089
2017
Q2 		$506K Buy
39,226
+3,698
+10% +$49.2K 0.01% 1137
2017
Q1 		$458K Buy
35,528
+6,067
+21% +$77.6K 0.01% 1134
2016
Q4 		$361K Buy
29,461
+12,174
+70% +$158K 0.01% 1194
2016
Q3 		$256K Sell
17,287
-6,888
-28% -$104K 0.01% 1363
2016
Q2 		$366K Buy
+24,175
New +$342K 0.01% 1084

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Advisor Group's MPT Position: Q4 2019 in Review

Advisor Group increased its Medical Properties Trust (MPT) stake by 18% in Q4 2019, buying an estimated $194K and bringing the position to 62,741 shares worth $1.32M. The position accounts for 0.01% of the portfolio, ranked #1030.

Advisor Group first reported a position in MPT in Q2 2016 and has held it in 15 quarters since. The position peaked at $1.73M in Q1 2019. 511 funds tracked by Wall St. Rank hold MPT as of Q4 2019.

  • Advisor Group held 62,741 shares of Medical Properties Trust worth $1.32M as of Q4 2019.
  • Advisor Group bought 9,559 Medical Properties Trust shares in Q4 2019, an estimated $194K.
  • Medical Properties Trust made up 0.01% of Advisor Group's portfolio in Q4 2019, its #1030 holding.
  • Advisor Group first reported a position in Medical Properties Trust in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's Medical Properties Trust position peaked at $1.73M in Q1 2019.
  • 511 funds tracked by Wall St. Rank held Medical Properties Trust as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.