AIA
MPT

Alera Investment Advisors’s Medical Properties Trust MPT Stock Holding History

Alera Investment Advisors’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
2019
Q2 		– Sell
-259
Closed -$5K – 649
2019
Q1 		$5K Buy
259
+147
+131% +$2.62K ﹤0.01% 637
2018
Q4 		$2K Buy
+112
New +$1.77K ﹤0.01% 774

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Alera Investment Advisors's MPT Position: Q2 2019 in Review

Alera Investment Advisors sold out of Medical Properties Trust (MPT) in Q2 2019, closing a stake of 259 shares — an estimated $5K sold.

Alera Investment Advisors first reported a position in MPT in Q4 2018 and held it in 2 quarters. The position peaked at $5K in Q1 2019. 433 funds tracked by Wall St. Rank hold MPT as of Q2 2019.

  • Alera Investment Advisors reported no remaining Medical Properties Trust position as of Q2 2019 after selling out during the quarter.
  • Alera Investment Advisors sold 259 Medical Properties Trust shares in Q2 2019, an estimated $5K.
  • Alera Investment Advisors first reported a position in Medical Properties Trust in Q4 2018 and held it in 2 quarters.
  • Alera Investment Advisors's Medical Properties Trust position peaked at $5K in Q1 2019.
  • 433 funds tracked by Wall St. Rank held Medical Properties Trust as of Q2 2019.

Based on Alera Investment Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.