Cadence Bank’s Medical Properties Trust MPT Stock Holding History

Cadence Bank’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	-16,500	Closed	-$89.9K	–	336
2023 Q3	$89.9K	Buy	16,500 +6,500	+65%	+$52.1K	0.01%	323
2023 Q2	$92.6K	Buy	+10,000	New	+$84.6K	0.01%	338
2023 Q1	–	Sell	-10,000	Closed	-$111K	–	345
2022 Q4	$111K	Buy	+10,000	New	+$116K	0.01%	326

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

Cadence Bank's MPT Position: Q4 2023 in Review

Cadence Bank sold out of Medical Properties Trust (MPT) in Q4 2023, closing a stake of 16,500 shares — an estimated $89.9K sold.

Cadence Bank first reported a position in MPT in Q4 2022 and held it in 3 quarters. The position peaked at $111K in Q4 2022. 551 funds tracked by Wall St. Rank hold MPT as of Q4 2023.

Cadence Bank reported no remaining Medical Properties Trust position as of Q4 2023 after selling out during the quarter.
Cadence Bank sold 16,500 Medical Properties Trust shares in Q4 2023, an estimated $89.9K.
Cadence Bank first reported a position in Medical Properties Trust in Q4 2022 and held it in 3 quarters.
Cadence Bank's Medical Properties Trust position peaked at $111K in Q4 2022.
551 funds tracked by Wall St. Rank held Medical Properties Trust as of Q4 2023.

Based on Cadence Bank's 13F filing for Q4 2023, filed 13 Feb 2024.