CCA
MPT

Checchi Capital Advisers’s Medical Properties Trust MPT Stock Holding History

Checchi Capital Advisers’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
-10,269
Closed -$56K – 565
2023
Q3 		$56K Buy
+10,269
New +$82.3K 0.01% 528
2023
Q2 		– Sell
-16,525
Closed -$136K – 591
2023
Q1 		$136K Buy
16,525
+909
+6% +$10K 0.01% 545
2022
Q4 		$174K Buy
+15,616
New +$182K 0.02% 519
2016
Q3 		– Sell
-5,938
Closed -$90K – 900
2016
Q2 		$90K Buy
5,938
+2,139
+56% +$30.3K 0.01% 626
2016
Q1 		$49K Buy
+3,799
New +$43.3K 0.01% 834

Other funds holding MPT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return

Checchi Capital Advisers's MPT Position: Q4 2023 in Review

Checchi Capital Advisers sold out of Medical Properties Trust (MPT) in Q4 2023, closing a stake of 10,269 shares — an estimated $56K sold.

Checchi Capital Advisers first reported a position in MPT in Q1 2016 and held it in 5 quarters. The position peaked at $174K in Q4 2022. 552 funds tracked by Wall St. Rank hold MPT as of Q4 2023.

  • Checchi Capital Advisers reported no remaining Medical Properties Trust position as of Q4 2023 after selling out during the quarter.
  • Checchi Capital Advisers sold 10,269 Medical Properties Trust shares in Q4 2023, an estimated $56K.
  • Checchi Capital Advisers first reported a position in Medical Properties Trust in Q1 2016 and held it in 5 quarters.
  • Checchi Capital Advisers's Medical Properties Trust position peaked at $174K in Q4 2022.
  • 552 funds tracked by Wall St. Rank held Medical Properties Trust as of Q4 2023.

Based on Checchi Capital Advisers's 13F filing for Q4 2023, filed 7 Feb 2024.