CPC
MPT

Congress Park Capital’s Medical Properties Trust MPT Stock Holding History

Congress Park Capital’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
Q3 		– Sell
-25,500
Closed -$236K – 123
2023
Q2 		$236K Buy
25,500
+750
+3% +$6.34K 0.12% 121
2023
Q1 		$203K Buy
24,750
+250
+1% +$2.76K 0.11% 126
2022
Q4 		$273K Buy
24,500
+8,250
+51% +$95.9K 0.16% 109
2022
Q3 		$193K Buy
+16,250
New +$246K 0.11% 126

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Congress Park Capital's MPT Position: Q3 2023 in Review

Congress Park Capital sold out of Medical Properties Trust (MPT) in Q3 2023, closing a stake of 25,500 shares — an estimated $236K sold.

Congress Park Capital first reported a position in MPT in Q3 2022 and held it in 4 quarters. The position peaked at $273K in Q4 2022. 541 funds tracked by Wall St. Rank hold MPT as of Q3 2023.

  • Congress Park Capital reported no remaining Medical Properties Trust position as of Q3 2023 after selling out during the quarter.
  • Congress Park Capital sold 25,500 Medical Properties Trust shares in Q3 2023, an estimated $236K.
  • Congress Park Capital first reported a position in Medical Properties Trust in Q3 2022 and held it in 4 quarters.
  • Congress Park Capital's Medical Properties Trust position peaked at $273K in Q4 2022.
  • 541 funds tracked by Wall St. Rank held Medical Properties Trust as of Q3 2023.

Based on Congress Park Capital's 13F filing for Q3 2023, filed 13 Oct 2023.