Berman Capital Advisors’s Medical Properties Trust MPT Stock Holding History

Berman Capital 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
2021 Q3	$19K	Sell	981 -27	-3%	-$553	﹤0.01%	997
2021 Q2	$20K	Buy	1,008 +2	+0.2%	+$43	﹤0.01%	911
2021 Q1	$21K	Buy	1,006 +2	+0.2%	+$43	﹤0.01%	776
2020 Q4	$21K	Sell	1,004 -125	-11%	-$2.44K	0.01%	660
2020 Q3	$19K	Buy	1,129 +128	+13%	+$2.38K	0.01%	603
2020 Q2	$18K	Buy	1,001 +480	+92%	+$8.5K	﹤0.01%	578
2020 Q1	$9K	Sell	521 -16	-3%	-$335	﹤0.01%	697
2019 Q4	$11K	Buy	537 +5	+0.9%	+$101	﹤0.01%	707
2019 Q3	$10K	Sell	532 -25	-4%	-$459	﹤0.01%	718
2019 Q2	$9K	Buy	+557	New	+$10K	﹤0.01%	772

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

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

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

Berman Capital Advisors's MPT Position: Q3 2021 in Review

Berman Capital Advisors reduced its Medical Properties Trust (MPT) stake by 2.7% in Q3 2021, selling an estimated $553 and leaving 981 shares worth $19K. The position accounts for ﹤0.01% of the portfolio, ranked #997.

Berman Capital Advisors first reported a position in MPT in Q2 2019 and has held it in 10 quarters since. The position peaked at $21K in Q1 2021. 564 funds tracked by Wall St. Rank hold MPT as of Q3 2021.

Berman Capital Advisors held 981 shares of Medical Properties Trust worth $19K as of Q3 2021.
Berman Capital Advisors sold 27 Medical Properties Trust shares in Q3 2021, an estimated $553.
Medical Properties Trust made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #997 holding.
Berman Capital Advisors first reported a position in Medical Properties Trust in Q2 2019 and has held it in 10 quarters since.
Berman Capital Advisors's Medical Properties Trust position peaked at $21K in Q1 2021.
564 funds tracked by Wall St. Rank held Medical Properties Trust as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.