CCFM
MPT

Clear Creek Financial Management’s Medical Properties Trust MPT Stock Holding History

Clear Creek Financial Management’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
Q4 		– Sell
-11,718
Closed -$68.6K – 500
2024
Q3 		$68.6K Sell
11,718
-821
-7% -$4.05K 0.01% 454
2024
Q2 		$54K Buy
12,539
+25
+0.2% +$120 0.01% 442
2024
Q1 		$58.8K Buy
+12,514
New +$47.9K 0.01% 416

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
DFG
Demars Financial Group Spokane Valley, Washington $361M AUM 24.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Clear Creek Financial Management's MPT Position: Q4 2024 in Review

Clear Creek Financial Management sold out of Medical Properties Trust (MPT) in Q4 2024, closing a stake of 11,718 shares — an estimated $68.6K sold.

Clear Creek Financial Management first reported a position in MPT in Q1 2024 and held it in 3 quarters. The position peaked at $68.6K in Q3 2024. 469 funds tracked by Wall St. Rank hold MPT as of Q4 2024.

  • Clear Creek Financial Management reported no remaining Medical Properties Trust position as of Q4 2024 after selling out during the quarter.
  • Clear Creek Financial Management sold 11,718 Medical Properties Trust shares in Q4 2024, an estimated $68.6K.
  • Clear Creek Financial Management first reported a position in Medical Properties Trust in Q1 2024 and held it in 3 quarters.
  • Clear Creek Financial Management's Medical Properties Trust position peaked at $68.6K in Q3 2024.
  • 469 funds tracked by Wall St. Rank held Medical Properties Trust as of Q4 2024.

Based on Clear Creek Financial Management's 13F filing for Q4 2024, filed 24 Jan 2025.