AIM
MPT

Anchor Investment Management’s Medical Properties Trust MPT Stock Holding History

Anchor 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
2024
Q1 		– Sell
-84
Closed -$410 – 1045
2023
Q4 		$410 Buy
+84
New +$411 ﹤0.01% 937
2022
Q4 		– Sell
-636
Closed -$7.54K – 968
2022
Q3 		$7.54K Buy
+636
New +$9.63K ﹤0.01% 755
2020
Q3 		– Sell
-6,000
Closed -$113K – 928
2020
Q2 		$113K Hold
6,000
– – 0.03% 331
2020
Q1 		$104K Hold
6,000
– – 0.03% 335
2019
Q4 		$127K Hold
6,000
– – 0.03% 340
2019
Q3 		$117K Hold
6,000
– – 0.03% 346
2019
Q2 		$105K Hold
6,000
– – 0.02% 359
2019
Q1 		$111K Buy
+6,000
New +$107K 0.03% 350

Other funds holding MPT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Anchor Investment Management's MPT Position: Q1 2024 in Review

Anchor Investment Management sold out of Medical Properties Trust (MPT) in Q1 2024, closing a stake of 84 shares — an estimated $410 sold.

Anchor Investment Management first reported a position in MPT in Q1 2019 and held it in 8 quarters. The position peaked at $127K in Q4 2019. 510 funds tracked by Wall St. Rank hold MPT as of Q1 2024.

  • Anchor Investment Management reported no remaining Medical Properties Trust position as of Q1 2024 after selling out during the quarter.
  • Anchor Investment Management sold 84 Medical Properties Trust shares in Q1 2024, an estimated $410.
  • Anchor Investment Management first reported a position in Medical Properties Trust in Q1 2019 and held it in 8 quarters.
  • Anchor Investment Management's Medical Properties Trust position peaked at $127K in Q4 2019.
  • 510 funds tracked by Wall St. Rank held Medical Properties Trust as of Q1 2024.

Based on Anchor Investment Management's 13F filing for Q1 2024, filed 15 May 2024.