BFG
MPT

Bleakley Financial Group’s Medical Properties Trust MPT Stock Holding History

Bleakley Financial Group’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
-11,345
Closed -$66.4K – 1090
2024
Q3 		$66.4K Sell
11,345
-2,185
-16% -$10.8K ﹤0.01% 989
2024
Q2 		$58.3K Buy
13,530
+1,366
+11% +$6.54K ﹤0.01% 972
2024
Q1 		$57.2K Sell
12,164
-5,892
-33% -$22.6K ﹤0.01% 960
2023
Q4 		$88.7K Buy
+18,056
New +$88.4K ﹤0.01% 903
2023
Q3 		– Sell
-15,692
Closed -$145K – 931
2023
Q2 		$145K Buy
15,692
+4,006
+34% +$33.9K ﹤0.01% 857
2023
Q1 		$96.1K Sell
11,686
-3,743
-24% -$41.3K ﹤0.01% 860
2022
Q4 		$172K Buy
+15,429
New +$179K 0.01% 810

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
DFG
Demars Financial Group Spokane Valley, Washington $361M AUM 24.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
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

Bleakley Financial Group's MPT Position: Q4 2024 in Review

Bleakley Financial Group sold out of Medical Properties Trust (MPT) in Q4 2024, closing a stake of 11,345 shares — an estimated $66.4K sold.

Bleakley Financial Group first reported a position in MPT in Q4 2022 and held it in 7 quarters. The position peaked at $172K in Q4 2022. 469 funds tracked by Wall St. Rank hold MPT as of Q4 2024.

  • Bleakley Financial Group reported no remaining Medical Properties Trust position as of Q4 2024 after selling out during the quarter.
  • Bleakley Financial Group sold 11,345 Medical Properties Trust shares in Q4 2024, an estimated $66.4K.
  • Bleakley Financial Group first reported a position in Medical Properties Trust in Q4 2022 and held it in 7 quarters.
  • Bleakley Financial Group's Medical Properties Trust position peaked at $172K in Q4 2022.
  • 469 funds tracked by Wall St. Rank held Medical Properties Trust as of Q4 2024.

Based on Bleakley Financial Group's 13F filing for Q4 2024, filed 27 Jan 2025.