AAM
MPT

Aureus Asset Management’s Medical Properties Trust MPT Stock Holding History

Aureus Asset 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
2023
Q3 		– Sell
-10,000
Closed -$92.6K – 201
2023
Q2 		$92.6K Hold
10,000
– – 0.01% 181
2023
Q1 		$82.2K Buy
+10,000
New +$110K 0.01% 176

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
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
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
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Aureus Asset Management's MPT Position: Q3 2023 in Review

Aureus Asset Management sold out of Medical Properties Trust (MPT) in Q3 2023, closing a stake of 10,000 shares — an estimated $92.6K sold.

Aureus Asset Management first reported a position in MPT in Q1 2023 and held it in 2 quarters. The position peaked at $92.6K in Q2 2023. 541 funds tracked by Wall St. Rank hold MPT as of Q3 2023.

  • Aureus Asset Management reported no remaining Medical Properties Trust position as of Q3 2023 after selling out during the quarter.
  • Aureus Asset Management sold 10,000 Medical Properties Trust shares in Q3 2023, an estimated $92.6K.
  • Aureus Asset Management first reported a position in Medical Properties Trust in Q1 2023 and held it in 2 quarters.
  • Aureus Asset Management's Medical Properties Trust position peaked at $92.6K in Q2 2023.
  • 541 funds tracked by Wall St. Rank held Medical Properties Trust as of Q3 2023.

Based on Aureus Asset Management's 13F filing for Q3 2023, filed 13 Nov 2023.