DZ Bank
MPT

DZ Bank’s Medical Properties Trust MPT Stock Holding History

DZ Bank’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
Q3 		– Sell
-29,900
Closed -$457K – 1052
2022
Q2 		$457K Buy
29,900
+13,900
+87% +$250K ﹤0.01% 800
2022
Q1 		$338K Sell
16,000
-16,000
-50% -$345K ﹤0.01% 845
2021
Q4 		$750K Buy
32,000
+16,000
+100% +$343K ﹤0.01% 846
2021
Q3 		$321K Hold
16,000
– – ﹤0.01% 813
2021
Q2 		$322K Hold
16,000
– – ﹤0.01% 811
2021
Q1 		$340K Hold
16,000
– – ﹤0.01% 748
2020
Q4 		$346K Hold
16,000
– – ﹤0.01% 717
2020
Q3 		$282K Buy
16,000
+3,500
+28% +$65.1K ﹤0.01% 658
2020
Q2 		$235K Buy
12,500
+4,700
+60% +$83.2K ﹤0.01% 657
2020
Q1 		$135K Buy
+7,800
New +$163K ﹤0.01% 689

Other funds holding MPT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

DZ Bank's MPT Position: Q3 2022 in Review

DZ Bank sold out of Medical Properties Trust (MPT) in Q3 2022, closing a stake of 29,900 shares — an estimated $457K sold.

DZ Bank first reported a position in MPT in Q1 2020 and held it in 10 quarters. The position peaked at $750K in Q4 2021. 601 funds tracked by Wall St. Rank hold MPT as of Q3 2022.

  • DZ Bank reported no remaining Medical Properties Trust position as of Q3 2022 after selling out during the quarter.
  • DZ Bank sold 29,900 Medical Properties Trust shares in Q3 2022, an estimated $457K.
  • DZ Bank first reported a position in Medical Properties Trust in Q1 2020 and held it in 10 quarters.
  • DZ Bank's Medical Properties Trust position peaked at $750K in Q4 2021.
  • 601 funds tracked by Wall St. Rank held Medical Properties Trust as of Q3 2022.

Based on DZ Bank's 13F filing for Q3 2022, filed 14 Nov 2022.