AI
MPT

Atria Investments’s Medical Properties Trust MPT Stock Holding History

Atria Investments’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
2018
Q4 		– Sell
-11,021
Closed -$164K – 973
2018
Q3 		$164K Sell
11,021
-4,530
-29% -$66.1K 0.01% 947
2018
Q2 		$218K Buy
15,551
+1,845
+13% +$24.4K 0.01% 870
2018
Q1 		$178K Buy
+13,706
New +$175K 0.01% 837

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 $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Atria Investments's MPT Position: Q4 2018 in Review

Atria Investments sold out of Medical Properties Trust (MPT) in Q4 2018, closing a stake of 11,021 shares — an estimated $164K sold.

Atria Investments first reported a position in MPT in Q1 2018 and held it in 3 quarters. The position peaked at $218K in Q2 2018. 419 funds tracked by Wall St. Rank hold MPT as of Q4 2018.

  • Atria Investments reported no remaining Medical Properties Trust position as of Q4 2018 after selling out during the quarter.
  • Atria Investments sold 11,021 Medical Properties Trust shares in Q4 2018, an estimated $164K.
  • Atria Investments first reported a position in Medical Properties Trust in Q1 2018 and held it in 3 quarters.
  • Atria Investments's Medical Properties Trust position peaked at $218K in Q2 2018.
  • 419 funds tracked by Wall St. Rank held Medical Properties Trust as of Q4 2018.

Based on Atria Investments's 13F filing for Q4 2018, filed 12 Feb 2019.