CAM
MPT

Cresset Asset Management’s Medical Properties Trust MPT Stock Holding History

Cresset Asset 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
-23,282
Closed -$138K – 2038
2024
Q3 		$138K Sell
23,282
-4,378
-16% -$21.6K ﹤0.01% 2014
2024
Q2 		$123K Buy
27,660
+7,289
+36% +$34.9K ﹤0.01% 1938
2024
Q1 		$95.7K Sell
20,371
-29,559
-59% -$113K ﹤0.01% 1838
2023
Q4 		$251K Buy
49,930
+29,091
+140% +$142K ﹤0.01% 1583
2023
Q3 		$116K Sell
20,839
-13,721
-40% -$110K ﹤0.01% 1698
2023
Q2 		$329K Buy
+34,560
New +$292K ﹤0.01% 1484
2022
Q3 		– Sell
-11,937
Closed -$185K – 931
2022
Q2 		$185K Sell
11,937
-3,782
-24% -$68K ﹤0.01% 847
2022
Q1 		$337K Buy
15,719
+2,100
+15% +$45.2K ﹤0.01% 731
2021
Q4 		$325K Buy
13,619
+3,277
+32% +$70.2K ﹤0.01% 852
2021
Q3 		$210K Buy
10,342
+496
+5% +$10.2K ﹤0.01% 1008
2021
Q2 		$201K Buy
+9,846
New +$211K ﹤0.01% 953
2021
Q1 		– Sell
-9,321
Closed -$206K – 952
2020
Q4 		$206K Sell
9,321
-3,496
-27% -$68.1K ﹤0.01% 711
2020
Q3 		$229K Buy
12,817
+230
+2% +$4.28K ﹤0.01% 594
2020
Q2 		$240K Sell
12,587
-196
-2% -$3.47K 0.01% 546
2020
Q1 		$224K Buy
12,783
+5
+0% +$105 0.01% 479
2019
Q4 		$273K Buy
+12,778
New +$259K 0.01% 457
2019
Q2 		– Sell
-498
Closed -$9K – 1210
2019
Q1 		$9K Buy
498
+91
+22% +$1.62K ﹤0.01% 1201
2018
Q4 		$7K Buy
+407
New +$6.44K ﹤0.01% 933

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

Cresset Asset Management's MPT Position: Q4 2024 in Review

Cresset Asset Management sold out of Medical Properties Trust (MPT) in Q4 2024, closing a stake of 23,282 shares — an estimated $138K sold.

Cresset Asset Management first reported a position in MPT in Q4 2018 and held it in 18 quarters. The position peaked at $337K in Q1 2022. 469 funds tracked by Wall St. Rank hold MPT as of Q4 2024.

  • Cresset Asset Management reported no remaining Medical Properties Trust position as of Q4 2024 after selling out during the quarter.
  • Cresset Asset Management sold 23,282 Medical Properties Trust shares in Q4 2024, an estimated $138K.
  • Cresset Asset Management first reported a position in Medical Properties Trust in Q4 2018 and held it in 18 quarters.
  • Cresset Asset Management's Medical Properties Trust position peaked at $337K in Q1 2022.
  • 469 funds tracked by Wall St. Rank held Medical Properties Trust as of Q4 2024.

Based on Cresset Asset Management's 13F filing for Q4 2024, filed 14 Feb 2025.