Coulter & Justus Financial Services’s Medical Properties Trust MPT Stock Holding History

Coulter & Justus Financial Services’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 Q1	–	Sell	-47,250	Closed	-$232K	–	112
2023 Q4	$232K	Sell	47,250 -4,828	-9%	-$23.6K	0.16%	35
2023 Q3	$284K	Sell	52,078 -6,420	-11%	-$51.4K	0.21%	31
2023 Q2	$542K	Buy	58,498 +2,114	+4%	+$17.9K	0.37%	26
2023 Q1	$463K	Buy	56,384 +29,538	+110%	+$326K	0.3%	29
2022 Q4	$299K	Buy	26,846 +15,178	+130%	+$176K	0.2%	39
2022 Q3	$138K	Sell	11,668 -5,557	-32%	-$84.2K	0.11%	46
2022 Q2	$263K	Buy	+17,225	New	+$310K	0.21%	41

Other funds holding MPT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Coulter & Justus Financial Services's MPT Position: Q1 2024 in Review

Coulter & Justus Financial Services sold out of Medical Properties Trust (MPT) in Q1 2024, closing a stake of 47,250 shares — an estimated $232K sold.

Coulter & Justus Financial Services first reported a position in MPT in Q2 2022 and held it in 7 quarters. The position peaked at $542K in Q2 2023. 510 funds tracked by Wall St. Rank hold MPT as of Q1 2024.

Coulter & Justus Financial Services reported no remaining Medical Properties Trust position as of Q1 2024 after selling out during the quarter.
Coulter & Justus Financial Services sold 47,250 Medical Properties Trust shares in Q1 2024, an estimated $232K.
Coulter & Justus Financial Services first reported a position in Medical Properties Trust in Q2 2022 and held it in 7 quarters.
Coulter & Justus Financial Services's Medical Properties Trust position peaked at $542K in Q2 2023.
510 funds tracked by Wall St. Rank held Medical Properties Trust as of Q1 2024.

Based on Coulter & Justus Financial Services's 13F filing for Q1 2024, filed 3 May 2024.