BA
MPT

Bristlecone Advisors’s Medical Properties Trust MPT Stock Holding History

Bristlecone 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
Q1 		– Sell
-38,664
Closed -$190K – 279
2023
Q4 		$190K Sell
38,664
-15,609
-29% -$76.4K 0.02% 268
2023
Q3 		$296K Sell
54,273
-2,287
-4% -$18.3K 0.03% 210
2023
Q2 		$524K Buy
56,560
+7,819
+16% +$66.1K 0.05% 172
2023
Q1 		$401K Buy
48,741
+1,136
+2% +$12.5K 0.04% 189
2022
Q4 		$530K Buy
47,605
+4,485
+10% +$52.1K 0.07% 164
2022
Q3 		$511K Buy
43,120
+1,142
+3% +$17.3K 0.07% 163
2022
Q2 		$641K Buy
41,978
+10,739
+34% +$193K 0.08% 148
2022
Q1 		$660K Buy
31,239
+3,086
+11% +$66.5K 0.08% 140
2021
Q4 		$665K Buy
28,153
+2,319
+9% +$49.7K 0.08% 145
2021
Q3 		$518K Buy
25,834
+1,640
+7% +$33.6K 0.07% 152
2021
Q2 		$486K Buy
24,194
+771
+3% +$16.5K 0.07% 149
2021
Q1 		$498K Buy
23,423
+4,267
+22% +$91.8K 0.08% 144
2020
Q4 		$417K Buy
19,156
+5,429
+40% +$106K 0.07% 152
2020
Q3 		$242K Buy
+13,727
New +$255K 0.04% 166

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
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
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
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Bristlecone Advisors's MPT Position: Q1 2024 in Review

Bristlecone Advisors sold out of Medical Properties Trust (MPT) in Q1 2024, closing a stake of 38,664 shares — an estimated $190K sold.

Bristlecone Advisors first reported a position in MPT in Q3 2020 and held it in 14 quarters. The position peaked at $665K in Q4 2021. 510 funds tracked by Wall St. Rank hold MPT as of Q1 2024.

  • Bristlecone Advisors reported no remaining Medical Properties Trust position as of Q1 2024 after selling out during the quarter.
  • Bristlecone Advisors sold 38,664 Medical Properties Trust shares in Q1 2024, an estimated $190K.
  • Bristlecone Advisors first reported a position in Medical Properties Trust in Q3 2020 and held it in 14 quarters.
  • Bristlecone Advisors's Medical Properties Trust position peaked at $665K in Q4 2021.
  • 510 funds tracked by Wall St. Rank held Medical Properties Trust as of Q1 2024.

Based on Bristlecone Advisors's 13F filing for Q1 2024, filed 22 Apr 2024.