American Institute for Advanced Investment Management’s Medical Properties Trust MPT Stock Holding History

American Institute for Advanced Investment Management’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	-19,425	Closed	-$297K	–	106
2022 Q2	$297K	Hold	19,425	–	–	0.26%	86
2022 Q1	$411K	Sell	19,425 -600	-3%	-$12.9K	0.3%	77
2021 Q4	$473K	Sell	20,025 -634	-3%	-$13.6K	0.32%	71
2021 Q3	$415K	Hold	20,659	–	–	0.29%	75
2021 Q2	$415K	Hold	20,659	–	–	0.29%	78
2021 Q1	$440K	Buy	20,659 +900	+5%	+$19.4K	0.34%	70
2020 Q4	$431K	Sell	19,759 -1,350	-6%	-$26.3K	0.35%	67
2020 Q3	$372K	Sell	21,109 -1,950	-8%	-$36.3K	0.33%	67
2020 Q2	$434K	Sell	23,059 -3,075	-12%	-$54.5K	0.41%	60
2020 Q1	$452K	Sell	26,134 -6,975	-21%	-$146K	0.49%	55
2019 Q4	$699K	Buy	+33,109	New	+$670K	0.67%	46

Other funds holding MPT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

American Institute for Advanced Investment Management's MPT Position: Q3 2022 in Review

American Institute for Advanced Investment Management sold out of Medical Properties Trust (MPT) in Q3 2022, closing a stake of 19,425 shares — an estimated $297K sold.

American Institute for Advanced Investment Management first reported a position in MPT in Q4 2019 and held it in 11 quarters. The position peaked at $699K in Q4 2019. 600 funds tracked by Wall St. Rank hold MPT as of Q3 2022.

American Institute for Advanced Investment Management reported no remaining Medical Properties Trust position as of Q3 2022 after selling out during the quarter.
American Institute for Advanced Investment Management sold 19,425 Medical Properties Trust shares in Q3 2022, an estimated $297K.
American Institute for Advanced Investment Management first reported a position in Medical Properties Trust in Q4 2019 and held it in 11 quarters.
American Institute for Advanced Investment Management's Medical Properties Trust position peaked at $699K in Q4 2019.
600 funds tracked by Wall St. Rank held Medical Properties Trust as of Q3 2022.

Based on American Institute for Advanced Investment Management's 13F filing for Q3 2022, filed 25 Oct 2022.