BerganKDV Wealth Management’s Medical Properties Trust MPT Stock Holding History

BerganKDV Wealth 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 Q2	$677K	Buy	73,114 +3,445	+5%	+$29.1K	0.07%	154
2023 Q1	$573K	Buy	69,669 +11,636	+20%	+$128K	0.06%	161
2022 Q4	$646K	Sell	58,033 -14,714	-20%	-$171K	0.07%	154
2022 Q3	$863K	Buy	72,747 +5,148	+8%	+$78K	0.1%	129
2022 Q2	$1.03M	Buy	67,599 +624	+0.9%	+$11.2K	0.12%	127
2022 Q1	$1.42M	Buy	66,975 +7,845	+13%	+$169K	0.15%	110
2021 Q4	$1.4M	Sell	59,130 -3,934	-6%	-$84.3K	0.15%	113
2021 Q3	$1.27M	Buy	63,064 +667	+1%	+$13.7K	0.14%	114
2021 Q2	$1.25M	Sell	62,397 -111	-0.2%	-$2.37K	0.15%	111
2021 Q1	$1.33M	Sell	62,508 -41	-0.1%	-$882	0.17%	103
2020 Q4	$1.36M	Sell	62,549 -1,577	-2%	-$30.7K	0.19%	93
2020 Q3	$1.13M	Sell	64,126 -2,838	-4%	-$52.8K	0.18%	95
2020 Q2	$1.26M	Buy	+66,964	New	+$1.19M	0.22%	89

Other funds holding MPT

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

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

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

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

BerganKDV Wealth Management's MPT Position: Q2 2023 in Review

BerganKDV Wealth Management increased its Medical Properties Trust (MPT) stake by 4.9% in Q2 2023, buying an estimated $29.1K and bringing the position to 73,114 shares worth $677K. The position accounts for 0.07% of the portfolio, ranked #154.

BerganKDV Wealth Management first reported a position in MPT in Q2 2020 and has held it in 13 quarters since. The position peaked at $1.42M in Q1 2022. 596 funds tracked by Wall St. Rank hold MPT as of Q2 2023.

BerganKDV Wealth Management held 73,114 shares of Medical Properties Trust worth $677K as of Q2 2023.
BerganKDV Wealth Management bought 3,445 Medical Properties Trust shares in Q2 2023, an estimated $29.1K.
Medical Properties Trust made up 0.07% of BerganKDV Wealth Management's portfolio in Q2 2023, its #154 holding.
BerganKDV Wealth Management first reported a position in Medical Properties Trust in Q2 2020 and has held it in 13 quarters since.
BerganKDV Wealth Management's Medical Properties Trust position peaked at $1.42M in Q1 2022.
596 funds tracked by Wall St. Rank held Medical Properties Trust as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.