API
MPT

Advisor Partners II’s Medical Properties Trust MPT Stock Holding History

Advisor Partners II’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 		$1.1M Buy
201,439
+38,798
+24% +$311K 0.04% 456
2023
Q2 		$1.51M Buy
162,641
+92,569
+132% +$783K 0.07% 288
2023
Q1 		$576K Buy
70,072
+55,803
+391% +$616K 0.03% 510
2022
Q4 		$159K Buy
+14,269
New +$166K 0.01% 889

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 $34.8B AUM 20.7% 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

Advisor Partners II's MPT Position: Q3 2023 in Review

Advisor Partners II increased its Medical Properties Trust (MPT) stake by 24% in Q3 2023, buying an estimated $311K and bringing the position to 201,439 shares worth $1.1M. The position accounts for 0.04% of the portfolio, ranked #456.

Advisor Partners II first reported a position in MPT in Q4 2022 and has held it in 4 quarters since. The position peaked at $1.51M in Q2 2023. 541 funds tracked by Wall St. Rank hold MPT as of Q3 2023.

  • Advisor Partners II held 201,439 shares of Medical Properties Trust worth $1.1M as of Q3 2023.
  • Advisor Partners II bought 38,798 Medical Properties Trust shares in Q3 2023, an estimated $311K.
  • Medical Properties Trust made up 0.04% of Advisor Partners II's portfolio in Q3 2023, its #456 holding.
  • Advisor Partners II first reported a position in Medical Properties Trust in Q4 2022 and has held it in 4 quarters since.
  • Advisor Partners II's Medical Properties Trust position peaked at $1.51M in Q2 2023.
  • 541 funds tracked by Wall St. Rank held Medical Properties Trust as of Q3 2023.

Based on Advisor Partners II's 13F filing for Q3 2023, filed 26 Oct 2023.