AIP
MPT

Ahrens Investment Partners’s Medical Properties Trust MPT Stock Holding History

Ahrens Investment Partners’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
Q1 		$136K Buy
16,570
+1,511
+10% +$16.7K 0.07% 185
2022
Q4 		$168K Sell
15,059
-799
-5% -$9.29K 0.08% 164
2022
Q3 		$188K Sell
15,858
-33,828
-68% -$512K 0.1% 145
2022
Q2 		$759K Buy
49,686
+29,033
+141% +$522K 0.34% 64
2022
Q1 		$437K Sell
20,653
-6,338
-23% -$137K 0.14% 116
2021
Q4 		$638K Sell
26,991
-7,981
-23% -$171K 0.28% 79
2021
Q3 		$702K Sell
34,972
-29,181
-45% -$598K 0.34% 82
2021
Q2 		$1.29M Sell
64,153
-22,397
-26% -$479K 0.6% 42
2021
Q1 		$1.84M Buy
86,550
+70,250
+431% +$1.51M 0.93% 29
2020
Q4 		$355K Sell
16,300
-3,100
-16% -$60.4K 0.19% 111
2020
Q3 		$342K Sell
19,400
-10,100
-34% -$188K 0.23% 103
2020
Q2 		$555K Buy
+29,500
New +$522K 0.34% 65
2018
Q2 		– Sell
-13,900
Closed -$181K – 174
2018
Q1 		$181K Sell
13,900
-3,000
-18% -$38.4K 0.08% 141
2017
Q4 		$233K Sell
16,900
-800
-5% -$10.8K 0.09% 134
2017
Q3 		$232K Hold
17,700
– – 0.1% 125
2017
Q2 		$228K Sell
17,700
-14,400
-45% -$192K 0.1% 123
2017
Q1 		$414K Sell
32,100
-5,530
-15% -$70.7K 0.2% 79
2016
Q4 		$463K Buy
+37,630
New +$487K 0.24% 65

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return

Ahrens Investment Partners's MPT Position: Q1 2023 in Review

Ahrens Investment Partners increased its Medical Properties Trust (MPT) stake by 10% in Q1 2023, buying an estimated $16.7K and bringing the position to 16,570 shares worth $136K. The position accounts for 0.07% of the portfolio, ranked #185.

Ahrens Investment Partners first reported a position in MPT in Q4 2016 and has held it in 18 quarters since. The position peaked at $1.84M in Q1 2021. 629 funds tracked by Wall St. Rank hold MPT as of Q1 2023.

  • Ahrens Investment Partners held 16,570 shares of Medical Properties Trust worth $136K as of Q1 2023.
  • Ahrens Investment Partners bought 1,511 Medical Properties Trust shares in Q1 2023, an estimated $16.7K.
  • Medical Properties Trust made up 0.07% of Ahrens Investment Partners's portfolio in Q1 2023, its #185 holding.
  • Ahrens Investment Partners first reported a position in Medical Properties Trust in Q4 2016 and has held it in 18 quarters since.
  • Ahrens Investment Partners's Medical Properties Trust position peaked at $1.84M in Q1 2021.
  • 629 funds tracked by Wall St. Rank held Medical Properties Trust as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.