CS
MPT

Credential Securities’s Medical Properties Trust MPT Stock Holding History

Credential Securities’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
2018
Q2 		$313K Sell
22,278
-1,562
-7% -$20.7K 0.07% 140
2018
Q1 		$310K Buy
23,840
+528
+2% +$6.76K 0.07% 148
2017
Q4 		$321K Buy
23,312
+42
+0.2% +$568 0.08% 147
2017
Q3 		$305K Buy
23,270
+465
+2% +$5.99K 0.08% 146
2017
Q2 		$294K Sell
22,805
-132
-0.6% -$1.76K 0.09% 144
2017
Q1 		$295K Buy
+22,937
New +$293K 0.1% 147

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
FS
Feinberg Stephen $2.61B AUM 15.12% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Credential Securities's MPT Position: Q2 2018 in Review

Credential Securities reduced its Medical Properties Trust (MPT) stake by 6.6% in Q2 2018, selling an estimated $20.7K and leaving 22,278 shares worth $313K. The position accounts for 0.07% of the portfolio, ranked #140.

Credential Securities first reported a position in MPT in Q1 2017 and has held it in 6 quarters since. The position peaked at $321K in Q4 2017. 366 funds tracked by Wall St. Rank hold MPT as of Q2 2018.

  • Credential Securities held 22,278 shares of Medical Properties Trust worth $313K as of Q2 2018.
  • Credential Securities sold 1,562 Medical Properties Trust shares in Q2 2018, an estimated $20.7K.
  • Medical Properties Trust made up 0.07% of Credential Securities's portfolio in Q2 2018, its #140 holding.
  • Credential Securities first reported a position in Medical Properties Trust in Q1 2017 and has held it in 6 quarters since.
  • Credential Securities's Medical Properties Trust position peaked at $321K in Q4 2017.
  • 366 funds tracked by Wall St. Rank held Medical Properties Trust as of Q2 2018.

Based on Credential Securities's 13F filing for Q2 2018, filed 21 Jul 2025.