AFA
MPT

AllGen Financial Advisors’s Medical Properties Trust MPT Stock Holding History

AllGen Financial 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
2021
Q1 		– Sell
-38,523
Closed -$862K – 35
2020
Q4 		$862K Buy
+38,523
New +$751K 0.8% 27

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

AllGen Financial Advisors's MPT Position: Q1 2021 in Review

AllGen Financial Advisors sold out of Medical Properties Trust (MPT) in Q1 2021, closing a stake of 38,523 shares — an estimated $862K sold.

AllGen Financial Advisors first reported a position in MPT in Q4 2020 and held it in 1 quarter. The position peaked at $862K in Q4 2020. 548 funds tracked by Wall St. Rank hold MPT as of Q1 2021.

  • AllGen Financial Advisors reported no remaining Medical Properties Trust position as of Q1 2021 after selling out during the quarter.
  • AllGen Financial Advisors sold 38,523 Medical Properties Trust shares in Q1 2021, an estimated $862K.
  • AllGen Financial Advisors first reported a position in Medical Properties Trust in Q4 2020 and held it in 1 quarter.
  • AllGen Financial Advisors's Medical Properties Trust position peaked at $862K in Q4 2020.
  • 548 funds tracked by Wall St. Rank held Medical Properties Trust as of Q1 2021.

Based on AllGen Financial Advisors's 13F filing for Q1 2021, filed 15 Feb 2023.