AFG
MPT

Albion Financial Group’s Medical Properties Trust MPT Stock Holding History

Albion Financial Group’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
2022
Q3 		– Sell
-39
Closed -$1K – 525
2022
Q2 		$1K Hold
39
– – ﹤0.01% 489
2022
Q1 		$1K Sell
39
-39
-50% -$840 ﹤0.01% 552
2021
Q4 		$2K Buy
+78
New +$1.67K ﹤0.01% 532

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Albion Financial Group's MPT Position: Q3 2022 in Review

Albion Financial Group sold out of Medical Properties Trust (MPT) in Q3 2022, closing a stake of 39 shares — an estimated $1K sold.

Albion Financial Group first reported a position in MPT in Q4 2021 and held it in 3 quarters. The position peaked at $2K in Q4 2021. 600 funds tracked by Wall St. Rank hold MPT as of Q3 2022.

  • Albion Financial Group reported no remaining Medical Properties Trust position as of Q3 2022 after selling out during the quarter.
  • Albion Financial Group sold 39 Medical Properties Trust shares in Q3 2022, an estimated $1K.
  • Albion Financial Group first reported a position in Medical Properties Trust in Q4 2021 and held it in 3 quarters.
  • Albion Financial Group's Medical Properties Trust position peaked at $2K in Q4 2021.
  • 600 funds tracked by Wall St. Rank held Medical Properties Trust as of Q3 2022.

Based on Albion Financial Group's 13F filing for Q3 2022, filed 27 Oct 2022.