Cedar Brook Financial Partners’s Medical Properties Trust MPT Stock Holding History

Cedar Brook Financial Partners’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	-13,188	Closed	-$71.9K	–	427
2023 Q3	$71.9K	Buy	+13,188	New	+$106K	0.02%	373
2021 Q3	–	Sell	-13,109	Closed	-$263K	–	366
2021 Q2	$263K	Buy	13,109 +1,273	+11%	+$27.2K	0.08%	300
2021 Q1	$252K	Buy	11,836 +1,219	+11%	+$26.2K	0.09%	264
2020 Q4	$231K	Buy	+10,617	New	+$207K	0.08%	278

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

Cedar Brook Financial Partners's MPT Position: Q4 2023 in Review

Cedar Brook Financial Partners sold out of Medical Properties Trust (MPT) in Q4 2023, closing a stake of 13,188 shares — an estimated $71.9K sold.

Cedar Brook Financial Partners first reported a position in MPT in Q4 2020 and held it in 4 quarters. The position peaked at $263K in Q2 2021. 551 funds tracked by Wall St. Rank hold MPT as of Q4 2023.

Cedar Brook Financial Partners reported no remaining Medical Properties Trust position as of Q4 2023 after selling out during the quarter.
Cedar Brook Financial Partners sold 13,188 Medical Properties Trust shares in Q4 2023, an estimated $71.9K.
Cedar Brook Financial Partners first reported a position in Medical Properties Trust in Q4 2020 and held it in 4 quarters.
Cedar Brook Financial Partners's Medical Properties Trust position peaked at $263K in Q2 2021.
551 funds tracked by Wall St. Rank held Medical Properties Trust as of Q4 2023.

Based on Cedar Brook Financial Partners's 13F filing for Q4 2023, filed 12 Jan 2024.