Beacon Investment Advisors’s Medical Properties Trust MPT Stock Holding History

Beacon Investment Advisors’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 Q4	–	Sell	-80,393	Closed	-$470K	–	157
2024 Q3	$470K	Sell	80,393 -24,072	-23%	-$119K	0.22%	108
2024 Q2	$450K	Buy	104,465 +48,091	+85%	+$230K	0.23%	103
2024 Q1	$265K	Sell	56,374 -4,533	-7%	-$17.4K	0.15%	112
2023 Q4	$299K	Sell	60,907 -927	-1%	-$4.54K	0.19%	105
2023 Q3	$337K	Buy	61,834 +1,691	+3%	+$13.5K	0.24%	94
2023 Q2	$557K	Sell	60,143 -7,125	-11%	-$60.3K	0.38%	72
2023 Q1	$553K	Buy	67,268 +1,415	+2%	+$15.6K	0.4%	72
2022 Q4	$734K	Buy	+65,853	New	+$766K	0.61%	54

Other funds holding MPT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

DFG

Demars Financial Group Spokane Valley, Washington $361M AUM 24.02% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Beacon Investment Advisors's MPT Position: Q4 2024 in Review

Beacon Investment Advisors sold out of Medical Properties Trust (MPT) in Q4 2024, closing a stake of 80,393 shares — an estimated $470K sold.

Beacon Investment Advisors first reported a position in MPT in Q4 2022 and held it in 8 quarters. The position peaked at $734K in Q4 2022. 468 funds tracked by Wall St. Rank hold MPT as of Q4 2024.

Beacon Investment Advisors reported no remaining Medical Properties Trust position as of Q4 2024 after selling out during the quarter.
Beacon Investment Advisors sold 80,393 Medical Properties Trust shares in Q4 2024, an estimated $470K.
Beacon Investment Advisors first reported a position in Medical Properties Trust in Q4 2022 and held it in 8 quarters.
Beacon Investment Advisors's Medical Properties Trust position peaked at $734K in Q4 2022.
468 funds tracked by Wall St. Rank held Medical Properties Trust as of Q4 2024.

Based on Beacon Investment Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.