CA
MPT

Cetera Advisors’s Medical Properties Trust MPT Stock Holding History

Cetera Advisors’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 		$587K Buy
124,863
+13,107
+12% +$50.2K ﹤0.01% 1503
2023
Q4 		$549K Sell
111,756
-1,015
-0.9% -$4.97K 0.01% 1074
2023
Q3 		$615K Sell
112,771
-86,724
-43% -$695K 0.01% 953
2023
Q2 		$1.85M Buy
199,495
+1,240
+0.6% +$10.5K 0.03% 488
2023
Q1 		$1.63M Sell
198,255
-123,893
-38% -$1.37M 0.03% 513
2022
Q4 		$3.59M Buy
322,148
+84,100
+35% +$978K 0.07% 298
2022
Q3 		$2.82M Buy
238,048
+12,571
+6% +$190K 0.07% 286
2022
Q2 		$3.44M Buy
225,477
+21,587
+11% +$388K 0.08% 261
2022
Q1 		$4.31M Buy
203,890
+25,900
+15% +$558K 0.09% 244
2021
Q4 		$4.21M Buy
177,990
+9,145
+5% +$196K 0.09% 241
2021
Q3 		$3.39M Buy
168,845
+18,092
+12% +$371K 0.07% 289
2021
Q2 		$3.03M Buy
150,753
+13,298
+10% +$284K 0.07% 280
2021
Q1 		$2.92M Buy
137,455
+12,959
+10% +$279K 0.08% 244
2020
Q4 		$2.71M Buy
124,496
+54,936
+79% +$1.07M 0.09% 219
2020
Q3 		$1.23M Buy
69,560
+54,006
+347% +$1M 0.05% 333
2020
Q2 		$292K Sell
15,554
-530
-3% -$9.39K 0.01% 712
2020
Q1 		$278K Buy
16,084
+1,661
+12% +$34.7K 0.01% 617
2019
Q4 		$306K Sell
14,423
-783
-5% -$15.9K 0.01% 707
2019
Q3 		$299K Sell
15,206
-706
-4% -$13K 0.01% 685
2019
Q2 		$279K Buy
15,912
+277
+2% +$4.99K 0.01% 721
2019
Q1 		$289K Buy
15,635
+2,919
+23% +$52K 0.01% 648
2018
Q4 		$206K Sell
12,716
-2,729
-18% -$43.2K 0.01% 757
2018
Q3 		$229K Buy
15,445
+4,061
+36% +$59.2K 0.01% 831
2018
Q2 		$160K Buy
+11,384
New +$151K 0.01% 816
2018
Q1 		– Sell
-15,570
Closed -$215K – 840
2017
Q4 		$215K Sell
15,570
-1,287
-8% -$17.4K 0.01% 692
2017
Q3 		$223K Buy
16,857
+3,522
+26% +$45.4K 0.01% 718
2017
Q2 		$171K Buy
+13,335
New +$178K 0.01% 756

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

Cetera Advisors's MPT Position: Q1 2024 in Review

Cetera Advisors increased its Medical Properties Trust (MPT) stake by 12% in Q1 2024, buying an estimated $50.2K and bringing the position to 124,863 shares worth $587K. The position accounts for ﹤0.01% of the portfolio, ranked #1503.

Cetera Advisors first reported a position in MPT in Q2 2017 and has held it in 27 quarters since. The position peaked at $4.31M in Q1 2022. 510 funds tracked by Wall St. Rank hold MPT as of Q1 2024.

  • Cetera Advisors held 124,863 shares of Medical Properties Trust worth $587K as of Q1 2024.
  • Cetera Advisors bought 13,107 Medical Properties Trust shares in Q1 2024, an estimated $50.2K.
  • Medical Properties Trust made up ﹤0.01% of Cetera Advisors's portfolio in Q1 2024, its #1503 holding.
  • Cetera Advisors first reported a position in Medical Properties Trust in Q2 2017 and has held it in 27 quarters since.
  • Cetera Advisors's Medical Properties Trust position peaked at $4.31M in Q1 2022.
  • 510 funds tracked by Wall St. Rank held Medical Properties Trust as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.