CF
MPT

Clarity Financial’s Medical Properties Trust MPT Stock Holding History

Clarity Financial’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
-20,000
Closed -$305K – 97
2022
Q2 		$305K Hold
20,000
– – 0.07% 73
2022
Q1 		$423K Hold
20,000
– – 0.09% 70
2021
Q4 		$473K Buy
+20,000
New +$428K 0.07% 74
2021
Q3 		– Sell
-16,770
Closed -$337K – 111
2021
Q2 		$337K Buy
16,770
+4,464
+36% +$95.5K 0.06% 85
2021
Q1 		$262K Buy
12,306
+536
+5% +$11.5K 0.05% 108
2020
Q4 		$256K Buy
+11,770
New +$229K 0.06% 71

Other funds holding MPT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wellington Management Group
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Clarity Financial's MPT Position: Q3 2022 in Review

Clarity Financial sold out of Medical Properties Trust (MPT) in Q3 2022, closing a stake of 20,000 shares — an estimated $305K sold.

Clarity Financial first reported a position in MPT in Q4 2020 and held it in 6 quarters. The position peaked at $473K in Q4 2021. 600 funds tracked by Wall St. Rank hold MPT as of Q3 2022.

  • Clarity Financial reported no remaining Medical Properties Trust position as of Q3 2022 after selling out during the quarter.
  • Clarity Financial sold 20,000 Medical Properties Trust shares in Q3 2022, an estimated $305K.
  • Clarity Financial first reported a position in Medical Properties Trust in Q4 2020 and held it in 6 quarters.
  • Clarity Financial's Medical Properties Trust position peaked at $473K in Q4 2021.
  • 600 funds tracked by Wall St. Rank held Medical Properties Trust as of Q3 2022.

Based on Clarity Financial's 13F filing for Q3 2022, filed 10 Nov 2022.