BAAM
MPT

Baker Avenue Asset Management’s Medical Properties Trust MPT Stock Holding History

Baker Avenue 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
Q4 		– Sell
-2,004
Closed -$10.9K – 1061
2023
Q3 		$10.9K Sell
2,004
-262
-12% -$2.1K ﹤0.01% 752
2023
Q2 		$21K Buy
2,266
+1,935
+585% +$16.4K ﹤0.01% 640
2023
Q1 		$2.72K Buy
331
+103
+45% +$1.14K ﹤0.01% 942
2022
Q4 		$2.54K Buy
+228
New +$2.65K ﹤0.01% 896

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 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
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

Baker Avenue Asset Management's MPT Position: Q4 2023 in Review

Baker Avenue Asset Management sold out of Medical Properties Trust (MPT) in Q4 2023, closing a stake of 2,004 shares — an estimated $10.9K sold.

Baker Avenue Asset Management first reported a position in MPT in Q4 2022 and held it in 4 quarters. The position peaked at $21K in Q2 2023. 551 funds tracked by Wall St. Rank hold MPT as of Q4 2023.

  • Baker Avenue Asset Management reported no remaining Medical Properties Trust position as of Q4 2023 after selling out during the quarter.
  • Baker Avenue Asset Management sold 2,004 Medical Properties Trust shares in Q4 2023, an estimated $10.9K.
  • Baker Avenue Asset Management first reported a position in Medical Properties Trust in Q4 2022 and held it in 4 quarters.
  • Baker Avenue Asset Management's Medical Properties Trust position peaked at $21K in Q2 2023.
  • 551 funds tracked by Wall St. Rank held Medical Properties Trust as of Q4 2023.

Based on Baker Avenue Asset Management's 13F filing for Q4 2023, filed 13 Feb 2024.