AR
MPT

Advisory Research’s Medical Properties Trust MPT Stock Holding History

Advisory Research’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
2020
Q2 		– Sell
-13,838
Closed -$239K – 330
2020
Q1 		$239K Buy
13,838
+975
+8% +$20.4K 0.02% 261
2019
Q4 		$272K Buy
+12,863
New +$260K 0.01% 291
2019
Q2 		– Sell
-13,380
Closed -$248K – 381
2019
Q1 		$248K Buy
+13,380
New +$239K ﹤0.01% 329

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Advisory Research's MPT Position: Q2 2020 in Review

Advisory Research sold out of Medical Properties Trust (MPT) in Q2 2020, closing a stake of 13,838 shares — an estimated $239K sold.

Advisory Research first reported a position in MPT in Q1 2019 and held it in 3 quarters. The position peaked at $272K in Q4 2019. 492 funds tracked by Wall St. Rank hold MPT as of Q2 2020.

  • Advisory Research reported no remaining Medical Properties Trust position as of Q2 2020 after selling out during the quarter.
  • Advisory Research sold 13,838 Medical Properties Trust shares in Q2 2020, an estimated $239K.
  • Advisory Research first reported a position in Medical Properties Trust in Q1 2019 and held it in 3 quarters.
  • Advisory Research's Medical Properties Trust position peaked at $272K in Q4 2019.
  • 492 funds tracked by Wall St. Rank held Medical Properties Trust as of Q2 2020.

Based on Advisory Research's 13F filing for Q2 2020, filed 13 Aug 2020.