DIA
MPT

Dana Investment Advisors’s Medical Properties Trust MPT Stock Holding History

Dana Investment Advisors’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
2020
Q3 		– Sell
-68,425
Closed -$1.29M – 293
2020
Q2 		$1.29M Sell
68,425
-7,997
-10% -$142K 0.07% 176
2020
Q1 		$1.32M Buy
76,422
+1,139
+2% +$23.8K 0.08% 137
2019
Q4 		$1.59M Buy
+75,283
New +$1.52M 0.08% 167

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dana Investment Advisors's MPT Position: Q3 2020 in Review

Dana Investment Advisors sold out of Medical Properties Trust (MPT) in Q3 2020, closing a stake of 68,425 shares — an estimated $1.29M sold.

Dana Investment Advisors first reported a position in MPT in Q4 2019 and held it in 3 quarters. The position peaked at $1.59M in Q4 2019. 511 funds tracked by Wall St. Rank hold MPT as of Q3 2020.

  • Dana Investment Advisors reported no remaining Medical Properties Trust position as of Q3 2020 after selling out during the quarter.
  • Dana Investment Advisors sold 68,425 Medical Properties Trust shares in Q3 2020, an estimated $1.29M.
  • Dana Investment Advisors first reported a position in Medical Properties Trust in Q4 2019 and held it in 3 quarters.
  • Dana Investment Advisors's Medical Properties Trust position peaked at $1.59M in Q4 2019.
  • 511 funds tracked by Wall St. Rank held Medical Properties Trust as of Q3 2020.

Based on Dana Investment Advisors's 13F filing for Q3 2020, filed 10 Nov 2020.