AI
MPT

AXS Investments’s Medical Properties Trust MPT Stock Holding History

AXS 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
2024
Q2 		– Sell
-76,554
Closed -$360K – 276
2024
Q1 		$360K Hold
76,554
– – 0.09% 241
2023
Q4 		$376K Sell
76,554
-9,689
-11% -$47.4K 0.09% 244
2023
Q3 		$470K Sell
86,243
-10,000
-10% -$80.1K 0.12% 217
2023
Q2 		$891K Sell
96,243
-56,450
-37% -$477K 0.24% 157
2023
Q1 		$1.26M Buy
152,693
+10,000
+7% +$110K 0.41% 72
2022
Q4 		$1.59M Buy
142,693
+62,500
+78% +$727K 0.57% 39
2022
Q3 		$951K Buy
80,193
+60,000
+297% +$909K 0.37% 86
2022
Q2 		$308K Buy
+20,193
New +$363K 0.11% 187
2021
Q3 		– Sell
-15,000
Closed -$302K – 174
2021
Q2 		$302K Buy
+15,000
New +$321K 0.09% 141

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

AXS Investments's MPT Position: Q2 2024 in Review

AXS Investments sold out of Medical Properties Trust (MPT) in Q2 2024, closing a stake of 76,554 shares — an estimated $360K sold.

AXS Investments first reported a position in MPT in Q2 2021 and held it in 9 quarters. The position peaked at $1.59M in Q4 2022. 500 funds tracked by Wall St. Rank hold MPT as of Q2 2024.

  • AXS Investments reported no remaining Medical Properties Trust position as of Q2 2024 after selling out during the quarter.
  • AXS Investments sold 76,554 Medical Properties Trust shares in Q2 2024, an estimated $360K.
  • AXS Investments first reported a position in Medical Properties Trust in Q2 2021 and held it in 9 quarters.
  • AXS Investments's Medical Properties Trust position peaked at $1.59M in Q4 2022.
  • 500 funds tracked by Wall St. Rank held Medical Properties Trust as of Q2 2024.

Based on AXS Investments's 13F filing for Q2 2024, filed 13 Aug 2024.