Essex Financial Services’s Medical Properties Trust MPT Stock Holding History

Essex Financial Services’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 Q4	–	Sell	-17,368	Closed	-$206K	–	489
2022 Q3	$206K	Sell	17,368 -2,172	-11%	-$32.9K	0.02%	430
2022 Q2	$298K	Buy	19,540 +6,320	+48%	+$114K	0.03%	351
2022 Q1	$279K	Buy	13,220 +935	+8%	+$20.1K	0.03%	402
2021 Q4	$290K	Buy	12,285 +1,230	+11%	+$26.3K	0.03%	372
2021 Q3	$222K	Buy	11,055 +1,060	+11%	+$21.7K	0.03%	416
2021 Q2	$213K	Hold	9,995	–	–	0.03%	422
2021 Q1	$213K	Buy	+9,995	New	+$215K	0.04%	330

Other funds holding MPT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Essex Financial Services's MPT Position: Q4 2022 in Review

Essex Financial Services sold out of Medical Properties Trust (MPT) in Q4 2022, closing a stake of 17,368 shares — an estimated $206K sold.

Essex Financial Services first reported a position in MPT in Q1 2021 and held it in 7 quarters. The position peaked at $298K in Q2 2022. 639 funds tracked by Wall St. Rank hold MPT as of Q4 2022.

Essex Financial Services reported no remaining Medical Properties Trust position as of Q4 2022 after selling out during the quarter.
Essex Financial Services sold 17,368 Medical Properties Trust shares in Q4 2022, an estimated $206K.
Essex Financial Services first reported a position in Medical Properties Trust in Q1 2021 and held it in 7 quarters.
Essex Financial Services's Medical Properties Trust position peaked at $298K in Q2 2022.
639 funds tracked by Wall St. Rank held Medical Properties Trust as of Q4 2022.

Based on Essex Financial Services's 13F filing for Q4 2022, filed 10 Feb 2023.