Cary Street Partners Investment Advisory’s Medical Properties Trust MPT Stock Holding History

Cary Street Partners Investment Advisory’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	-1,000	Closed	-$5.45K	–	1359
2023 Q3	$5.45K	Hold	1,000	–	–	﹤0.01%	1454
2023 Q2	$9.26K	Hold	1,000	–	–	﹤0.01%	1261
2023 Q1	$8.22K	Hold	1,000	–	–	﹤0.01%	1198
2022 Q4	$11.1K	Buy	+1,000	New	+$11.6K	﹤0.01%	1123
2022 Q3	–	Sell	-10,555	Closed	-$161K	–	539
2022 Q2	$161K	Buy	10,555 +1,000	+10%	+$18K	0.01%	455
2022 Q1	$205K	Sell	9,555 -60	-0.6%	-$1.29K	0.06%	262
2021 Q4	$227K	Buy	+9,615	New	+$206K	0.06%	236
2021 Q3	–	Sell	-9,606	Closed	-$193K	–	285
2021 Q2	$193K	Buy	+9,606	New	+$205K	0.06%	244
2020 Q4	–	Sell	-11,255	Closed	-$198K	–	672
2020 Q3	$198K	Buy	+11,255	New	+$209K	0.04%	262

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

Cary Street Partners Investment Advisory's MPT Position: Q4 2023 in Review

Cary Street Partners Investment Advisory sold out of Medical Properties Trust (MPT) in Q4 2023, closing a stake of 1,000 shares — an estimated $5.45K sold.

Cary Street Partners Investment Advisory first reported a position in MPT in Q3 2020 and held it in 9 quarters. The position peaked at $227K in Q4 2021. 551 funds tracked by Wall St. Rank hold MPT as of Q4 2023.

Cary Street Partners Investment Advisory reported no remaining Medical Properties Trust position as of Q4 2023 after selling out during the quarter.
Cary Street Partners Investment Advisory sold 1,000 Medical Properties Trust shares in Q4 2023, an estimated $5.45K.
Cary Street Partners Investment Advisory first reported a position in Medical Properties Trust in Q3 2020 and held it in 9 quarters.
Cary Street Partners Investment Advisory's Medical Properties Trust position peaked at $227K in Q4 2021.
551 funds tracked by Wall St. Rank held Medical Properties Trust as of Q4 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.