AL
MPT

AJO LP’s Medical Properties Trust MPT Stock Holding History

AJO LP’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
2021
Q1 		– Sell
-77,535
Closed -$1.69M – 176
2020
Q4 		$1.69M Sell
77,535
-805,811
-91% -$15.7M 0.17% 152
2020
Q3 		$15.6M Buy
+883,346
New +$16.4M 0.16% 161
2020
Q1 		– Sell
-5,940
Closed -$125K – 715
2019
Q4 		$125K Sell
5,940
-22,329
-79% -$452K ﹤0.01% 530
2019
Q3 		$552K Buy
+28,269
New +$519K ﹤0.01% 483
2015
Q3 		– Sell
-146,280
Closed -$1.92M – 541
2015
Q2 		$1.92M Sell
146,280
-647,080
-82% -$9.02M 0.01% 386
2015
Q1 		$11.7M Buy
+793,360
New +$11.8M 0.05% 220

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AJO LP's MPT Position: Q1 2021 in Review

AJO LP sold out of Medical Properties Trust (MPT) in Q1 2021, closing a stake of 77,535 shares — an estimated $1.69M sold.

AJO LP first reported a position in MPT in Q1 2015 and held it in 6 quarters. The position peaked at $15.6M in Q3 2020. 548 funds tracked by Wall St. Rank hold MPT as of Q1 2021.

  • AJO LP reported no remaining Medical Properties Trust position as of Q1 2021 after selling out during the quarter.
  • AJO LP sold 77,535 Medical Properties Trust shares in Q1 2021, an estimated $1.69M.
  • AJO LP first reported a position in Medical Properties Trust in Q1 2015 and held it in 6 quarters.
  • AJO LP's Medical Properties Trust position peaked at $15.6M in Q3 2020.
  • 548 funds tracked by Wall St. Rank held Medical Properties Trust as of Q1 2021.

Based on AJO LP's 13F filing for Q1 2021, filed 7 May 2021.