BLC
MPT

Brown, Lisle/Cummings’s Medical Properties Trust MPT Stock Holding History

Brown, Lisle/Cummings’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
-2,500
Closed -$12.3K – 572
2023
Q4 		$12.3K Hold
2,500
– – ﹤0.01% 419
2023
Q3 		$13.6K Hold
2,500
– – 0.01% 371
2023
Q2 		$23.1K Hold
2,500
– – 0.01% 328
2023
Q1 		$20.6K Hold
2,500
– – 0.01% 329
2022
Q4 		$27.9K Hold
2,500
– – 0.02% 303
2022
Q3 		$29.6K Hold
2,500
– – 0.02% 291
2022
Q2 		$38.2K Hold
2,500
– – 0.02% 276
2022
Q1 		$52.9K Hold
2,500
– – 0.03% 261
2021
Q4 		$59.1K Buy
+2,500
New +$53.5K 0.03% 251

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

Brown, Lisle/Cummings's MPT Position: Q1 2024 in Review

Brown, Lisle/Cummings sold out of Medical Properties Trust (MPT) in Q1 2024, closing a stake of 2,500 shares — an estimated $12.3K sold.

Brown, Lisle/Cummings first reported a position in MPT in Q4 2021 and held it in 9 quarters. The position peaked at $59.1K in Q4 2021. 510 funds tracked by Wall St. Rank hold MPT as of Q1 2024.

  • Brown, Lisle/Cummings reported no remaining Medical Properties Trust position as of Q1 2024 after selling out during the quarter.
  • Brown, Lisle/Cummings sold 2,500 Medical Properties Trust shares in Q1 2024, an estimated $12.3K.
  • Brown, Lisle/Cummings first reported a position in Medical Properties Trust in Q4 2021 and held it in 9 quarters.
  • Brown, Lisle/Cummings's Medical Properties Trust position peaked at $59.1K in Q4 2021.
  • 510 funds tracked by Wall St. Rank held Medical Properties Trust as of Q1 2024.

Based on Brown, Lisle/Cummings's 13F filing for Q1 2024, filed 1 Jul 2024.