Border to Coast Pensions Partnership’s Medical Properties Trust MPT Stock Holding History

Border to Coast Pensions Partnership’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 Q3	–	Sell	-1,200,000	Closed	-$11.1M	–	84
2023 Q2	$11.1M	Sell	1,200,000 -700,000	-37%	-$5.92M	0.28%	81
2023 Q1	$15.6M	Sell	1,900,000 -750,000	-28%	-$8.28M	0.42%	77
2022 Q4	$29.5M	Sell	2,650,000 -100,000	-4%	-$1.16M	0.95%	43
2022 Q3	$32.6M	Buy	2,750,000 +600,000	+28%	+$9.09M	1.05%	30
2022 Q2	$32.9M	Buy	2,150,000 +350,000	+19%	+$6.3M	1.02%	33
2022 Q1	$38M	Buy	+1,800,000	New	+$38.8M	1.08%	28

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

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 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

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

Border to Coast Pensions Partnership's MPT Position: Q3 2023 in Review

Border to Coast Pensions Partnership sold out of Medical Properties Trust (MPT) in Q3 2023, closing a stake of 1,200,000 shares — an estimated $11.1M sold.

Border to Coast Pensions Partnership first reported a position in MPT in Q1 2022 and held it in 6 quarters. The position peaked at $38M in Q1 2022. 541 funds tracked by Wall St. Rank hold MPT as of Q3 2023.

Border to Coast Pensions Partnership reported no remaining Medical Properties Trust position as of Q3 2023 after selling out during the quarter.
Border to Coast Pensions Partnership sold 1,200,000 Medical Properties Trust shares in Q3 2023, an estimated $11.1M.
Border to Coast Pensions Partnership first reported a position in Medical Properties Trust in Q1 2022 and held it in 6 quarters.
Border to Coast Pensions Partnership's Medical Properties Trust position peaked at $38M in Q1 2022.
541 funds tracked by Wall St. Rank held Medical Properties Trust as of Q3 2023.

Based on Border to Coast Pensions Partnership's 13F filing for Q3 2023, filed 10 Oct 2023.