BC
MPT

Burney Company’s Medical Properties Trust MPT Stock Holding History

Burney Company’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
Q4 		– Sell
-18,425
Closed -$100K – 589
2023
Q3 		$100K Sell
18,425
-3,899
-17% -$31.2K ﹤0.01% 554
2023
Q2 		$207K Sell
22,324
-15
-0.1% -$127 0.01% 548
2023
Q1 		$184K Buy
22,339
+11,569
+107% +$128K 0.01% 548
2022
Q4 		$120K Buy
+10,770
New +$125K 0.01% 534

Other funds holding MPT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 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
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

Burney Company's MPT Position: Q4 2023 in Review

Burney Company sold out of Medical Properties Trust (MPT) in Q4 2023, closing a stake of 18,425 shares — an estimated $100K sold.

Burney Company first reported a position in MPT in Q4 2022 and held it in 4 quarters. The position peaked at $207K in Q2 2023. 551 funds tracked by Wall St. Rank hold MPT as of Q4 2023.

  • Burney Company reported no remaining Medical Properties Trust position as of Q4 2023 after selling out during the quarter.
  • Burney Company sold 18,425 Medical Properties Trust shares in Q4 2023, an estimated $100K.
  • Burney Company first reported a position in Medical Properties Trust in Q4 2022 and held it in 4 quarters.
  • Burney Company's Medical Properties Trust position peaked at $207K in Q2 2023.
  • 551 funds tracked by Wall St. Rank held Medical Properties Trust as of Q4 2023.

Based on Burney Company's 13F filing for Q4 2023, filed 12 Feb 2024.