DF
MPT

Donoghue Forlines’s Medical Properties Trust MPT Stock Holding History

Donoghue Forlines’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
2023
Q1 		– Sell
-38,245
Closed -$426K – 245
2022
Q4 		$426K Buy
38,245
+20,071
+110% +$233K 0.15% 173
2022
Q3 		$216K Sell
18,174
-18,777
-51% -$284K 0.08% 220
2022
Q2 		$564K Buy
+36,951
New +$665K 0.15% 199

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return

Donoghue Forlines's MPT Position: Q1 2023 in Review

Donoghue Forlines sold out of Medical Properties Trust (MPT) in Q1 2023, closing a stake of 38,245 shares — an estimated $426K sold.

Donoghue Forlines first reported a position in MPT in Q2 2022 and held it in 3 quarters. The position peaked at $564K in Q2 2022. 629 funds tracked by Wall St. Rank hold MPT as of Q1 2023.

  • Donoghue Forlines reported no remaining Medical Properties Trust position as of Q1 2023 after selling out during the quarter.
  • Donoghue Forlines sold 38,245 Medical Properties Trust shares in Q1 2023, an estimated $426K.
  • Donoghue Forlines first reported a position in Medical Properties Trust in Q2 2022 and held it in 3 quarters.
  • Donoghue Forlines's Medical Properties Trust position peaked at $564K in Q2 2022.
  • 629 funds tracked by Wall St. Rank held Medical Properties Trust as of Q1 2023.

Based on Donoghue Forlines's 13F filing for Q1 2023, filed 8 May 2023.