Claraphi Advisory Network’s Medical Properties Trust MPT Stock Holding History

Claraphi Advisory Network’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
2022 Q3	–	Sell	-162,443	Closed	-$2.48M	–	260
2022 Q2	$2.48M	Buy	162,443 +23,993	+17%	+$432K	0.87%	21
2022 Q1	$2.93M	Buy	138,450 +5,275	+4%	+$114K	0.85%	22
2021 Q4	$3.15M	Buy	133,175 +8,829	+7%	+$189K	1.1%	11
2021 Q3	$2.5M	Buy	124,346 +9,198	+8%	+$188K	0.88%	18
2021 Q2	$2.31M	Buy	115,148 +24,420	+27%	+$522K	0.7%	23
2021 Q1	$1.93M	Buy	90,728 +1,984	+2%	+$42.7K	0.53%	29
2020 Q4	$1.93M	Sell	88,744 -1,049	-1%	-$20.4K	0.53%	28
2020 Q3	$1.58M	Sell	89,793 -8,969	-9%	-$167K	0.57%	27
2020 Q2	$1.86M	Sell	98,762 -2,783	-3%	-$49.3K	0.79%	23
2020 Q1	$1.76M	Buy	101,545 +950	+0.9%	+$19.9K	0.83%	18
2019 Q4	$2.12M	Sell	100,595 -100	-0.1%	-$2.02K	1.3%	12
2019 Q3	$1.97M	Buy	100,695 +544	+0.5%	+$9.99K	1.19%	10
2019 Q2	$1.75M	Buy	100,151 +732	+0.7%	+$13.2K	1.02%	18
2019 Q1	$1.84M	Buy	99,419 +14,423	+17%	+$257K	1.15%	10
2018 Q4	$1.37M	Sell	84,996 -2,644	-3%	-$41.8K	1.05%	20
2018 Q3	$1.31M	Hold	87,640	–	–	0.73%	26
2018 Q2	$1.23M	Sell	87,640 -2,100	-2%	-$27.8K	0.79%	22
2018 Q1	$1.17M	Sell	89,740 -2,850	-3%	-$36.5K	0.83%	24
2017 Q4	$1.28M	Buy	+92,590	New	+$1.25M	0.99%	18

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Claraphi Advisory Network's MPT Position: Q3 2022 in Review

Claraphi Advisory Network sold out of Medical Properties Trust (MPT) in Q3 2022, closing a stake of 162,443 shares — an estimated $2.48M sold.

Claraphi Advisory Network first reported a position in MPT in Q4 2017 and held it in 19 quarters. The position peaked at $3.15M in Q4 2021. 600 funds tracked by Wall St. Rank hold MPT as of Q3 2022.

Claraphi Advisory Network reported no remaining Medical Properties Trust position as of Q3 2022 after selling out during the quarter.
Claraphi Advisory Network sold 162,443 Medical Properties Trust shares in Q3 2022, an estimated $2.48M.
Claraphi Advisory Network first reported a position in Medical Properties Trust in Q4 2017 and held it in 19 quarters.
Claraphi Advisory Network's Medical Properties Trust position peaked at $3.15M in Q4 2021.
600 funds tracked by Wall St. Rank held Medical Properties Trust as of Q3 2022.

Based on Claraphi Advisory Network's 13F filing for Q3 2022, filed 15 Nov 2022.