AF
MPT

Advisornet Financial’s Medical Properties Trust MPT Stock Holding History

Advisornet Financial’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
Q3 		– Sell
-117
Closed -$504 – 2245
2024
Q2 		$504 Buy
+117
New +$561 ﹤0.01% 1939
2023
Q3 		– Sell
-45
Closed -$417 – 2374
2023
Q2 		$417 Sell
45
-446
-91% -$3.77K ﹤0.01% 2089
2023
Q1 		$4.04K Buy
491
+401
+446% +$4.43K ﹤0.01% 1546
2022
Q4 		$1K Sell
90
-395
-81% -$4.59K ﹤0.01% 1836
2022
Q3 		$6K Buy
+485
New +$7.35K ﹤0.01% 1480
2022
Q1 		– Sell
-665
Closed -$16K – 2121
2021
Q4 		$16K Hold
665
– – ﹤0.01% 1352
2021
Q3 		$13K Sell
665
-532
-44% -$10.9K ﹤0.01% 1385
2021
Q2 		$24K Hold
1,197
– – ﹤0.01% 1178
2021
Q1 		$25K Hold
1,197
– – ﹤0.01% 1133
2020
Q4 		$26K Buy
1,197
+532
+80% +$10.4K ﹤0.01% 1052
2020
Q3 		$12K Hold
665
– – ﹤0.01% 1225
2020
Q2 		$13K Hold
665
– – ﹤0.01% 1232
2020
Q1 		$11K Sell
665
-724
-52% -$15.1K ﹤0.01% 1247
2019
Q4 		$29K Buy
1,389
+724
+109% +$14.7K ﹤0.01% 1071
2019
Q3 		$13K Hold
665
– – ﹤0.01% 1311
2019
Q2 		$12K Hold
665
– – ﹤0.01% 1182
2019
Q1 		$12K Hold
665
– – ﹤0.01% 1127
2018
Q4 		$11K Hold
665
– – ﹤0.01% 1061
2018
Q3 		$10K Hold
665
– – ﹤0.01% 1113
2018
Q2 		$9K Buy
+665
New +$8.81K ﹤0.01% 1169

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
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
SPC
Silver Point Capital Greenwich, Connecticut $1.3B AUM 18.3% 1-Year Est. Return

Advisornet Financial's MPT Position: Q3 2024 in Review

Advisornet Financial sold out of Medical Properties Trust (MPT) in Q3 2024, closing a stake of 117 shares — an estimated $504 sold.

Advisornet Financial first reported a position in MPT in Q2 2018 and held it in 20 quarters. The position peaked at $29K in Q4 2019. 506 funds tracked by Wall St. Rank hold MPT as of Q3 2024.

  • Advisornet Financial reported no remaining Medical Properties Trust position as of Q3 2024 after selling out during the quarter.
  • Advisornet Financial sold 117 Medical Properties Trust shares in Q3 2024, an estimated $504.
  • Advisornet Financial first reported a position in Medical Properties Trust in Q2 2018 and held it in 20 quarters.
  • Advisornet Financial's Medical Properties Trust position peaked at $29K in Q4 2019.
  • 506 funds tracked by Wall St. Rank held Medical Properties Trust as of Q3 2024.

Based on Advisornet Financial's 13F filing for Q3 2024, filed 15 Oct 2024.