CFS
MPT

CRA Financial Services’s Medical Properties Trust MPT Stock Holding History

CRA 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
2022
Q4 		– Sell
-12,493
Closed -$148K – 211
2022
Q3 		$148K Hold
12,493
– – 0.05% 184
2022
Q2 		$191K Hold
12,493
– – 0.07% 197
2022
Q1 		$264K Hold
12,493
– – 0.08% 167
2021
Q4 		$295K Hold
12,493
– – 0.09% 156
2021
Q3 		$251K Buy
+12,493
New +$256K 0.08% 169
2019
Q3 		– Sell
-10,000
Closed -$174K – 141
2019
Q2 		$174K Hold
10,000
– – 0.1% 137
2019
Q1 		$185K Hold
10,000
– – 0.12% 135
2018
Q4 		$161K Buy
+10,000
New +$158K 0.12% 127

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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

CRA Financial Services's MPT Position: Q4 2022 in Review

CRA Financial Services sold out of Medical Properties Trust (MPT) in Q4 2022, closing a stake of 12,493 shares — an estimated $148K sold.

CRA Financial Services first reported a position in MPT in Q4 2018 and held it in 8 quarters. The position peaked at $295K in Q4 2021. 639 funds tracked by Wall St. Rank hold MPT as of Q4 2022.

  • CRA Financial Services reported no remaining Medical Properties Trust position as of Q4 2022 after selling out during the quarter.
  • CRA Financial Services sold 12,493 Medical Properties Trust shares in Q4 2022, an estimated $148K.
  • CRA Financial Services first reported a position in Medical Properties Trust in Q4 2018 and held it in 8 quarters.
  • CRA Financial Services's Medical Properties Trust position peaked at $295K in Q4 2021.
  • 639 funds tracked by Wall St. Rank held Medical Properties Trust as of Q4 2022.

Based on CRA Financial Services's 13F filing for Q4 2022, filed 24 Jan 2023.