AG
MPT

Aperio Group’s Medical Properties Trust MPT Stock Holding History

Aperio 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
2020
Q4 		$8.72M Sell
400,306
-20,550
-5% -$400K 0.03% 612
2020
Q3 		$7.42M Sell
420,856
-47,900
-10% -$891K 0.03% 578
2020
Q2 		$8.81M Sell
468,756
-355,400
-43% -$6.29M 0.03% 504
2020
Q1 		$14.2M Sell
824,156
-441,307
-35% -$9.23M 0.06% 301
2019
Q4 		$26.7M Sell
1,265,463
-273,409
-18% -$5.54M 0.1% 226
2019
Q3 		$30.1M Sell
1,538,872
-268,102
-15% -$4.92M 0.12% 199
2019
Q2 		$31.5M Buy
1,806,974
+316,934
+21% +$5.71M 0.13% 173
2019
Q1 		$27.6M Buy
1,490,040
+225,033
+18% +$4.01M 0.12% 194
2018
Q4 		$20.3M Buy
1,265,007
+513,829
+68% +$8.13M 0.1% 229
2018
Q3 		$11.2M Buy
751,178
+176,373
+31% +$2.57M 0.05% 402
2018
Q2 		$8.07M Buy
574,805
+304,919
+113% +$4.04M 0.04% 505
2018
Q1 		$3.51M Sell
269,886
-49,058
-15% -$628K 0.02% 776
2017
Q4 		$4.39M Buy
318,944
+188,434
+144% +$2.55M 0.02% 683
2017
Q3 		$1.71M Sell
130,510
-8,834
-6% -$114K 0.01% 1003
2017
Q2 		$1.79M Buy
139,344
+25,208
+22% +$336K 0.01% 948
2017
Q1 		$1.47M Buy
114,136
+12,767
+13% +$163K 0.01% 984
2016
Q4 		$1.25M Buy
101,369
+29,496
+41% +$382K 0.01% 1023
2016
Q3 		$1.06M Buy
71,873
+14,777
+26% +$224K 0.01% 1078
2016
Q2 		$869K Buy
57,096
+142
+0.2% +$2.01K 0.01% 1138
2016
Q1 		$739K Buy
56,954
+5,899
+12% +$67.3K 0.01% 1176
2015
Q4 		$588K Buy
51,055
+25,139
+97% +$287K 0.01% 1252
2015
Q3 		$287K Sell
25,916
-10,412
-29% -$129K ﹤0.01% 1583
2015
Q2 		$476K Sell
36,328
-1,787
-5% -$24.9K ﹤0.01% 1350
2015
Q1 		$562K Buy
38,115
+4,788
+14% +$71.1K 0.01% 1205
2014
Q4 		$459K Buy
33,327
+12,168
+58% +$163K 0.01% 1270
2014
Q3 		$259K Sell
21,159
-569
-3% -$7.57K ﹤0.01% 1476
2014
Q2 		$288K Buy
21,728
+739
+4% +$9.81K ﹤0.01% 1417
2014
Q1 		$268K Buy
+20,989
New +$270K ﹤0.01% 1697
2013
Q4 		– Sell
-21,343
Closed -$273K – 1656
2013
Q3 		$260K Buy
21,343
+1,333
+7% +$17.8K 0.01% 1502
2013
Q2 		$287K Buy
+20,010
New +$315K 0.01% 1299

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
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Aperio Group's MPT Position: Q4 2020 in Review

Aperio Group reduced its Medical Properties Trust (MPT) stake by 4.9% in Q4 2020, selling an estimated $400K and leaving 400,306 shares worth $8.72M. The position accounts for 0.03% of the portfolio, ranked #612.

Aperio Group first reported a position in MPT in Q2 2013 and has held it in 30 quarters since. The position peaked at $31.5M in Q2 2019. 537 funds tracked by Wall St. Rank hold MPT as of Q4 2020.

  • Aperio Group held 400,306 shares of Medical Properties Trust worth $8.72M as of Q4 2020.
  • Aperio Group sold 20,550 Medical Properties Trust shares in Q4 2020, an estimated $400K.
  • Medical Properties Trust made up 0.03% of Aperio Group's portfolio in Q4 2020, its #612 holding.
  • Aperio Group first reported a position in Medical Properties Trust in Q2 2013 and has held it in 30 quarters since.
  • Aperio Group's Medical Properties Trust position peaked at $31.5M in Q2 2019.
  • 537 funds tracked by Wall St. Rank held Medical Properties Trust as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.