Financial Advocates Investment Management’s Medical Properties Trust MPT Stock Holding History

Financial Advocates Investment 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
2023 Q2	–	Sell	-481,769	Closed	-$3.96M	–	747
2023 Q1	$3.96M	Buy	481,769 +31,408	+7%	+$347K	0.28%	87
2022 Q4	$5.02M	Buy	450,361 +416,210	+1,219%	+$4.84M	0.37%	67
2022 Q3	$405K	Buy	34,151 +19,730	+137%	+$299K	0.03%	466
2022 Q2	$220K	Sell	14,421 -1,193	-8%	-$21.5K	0.02%	602
2022 Q1	$330K	Sell	15,614 -19,986	-56%	-$431K	0.02%	549
2021 Q4	$841K	Buy	35,600 +4,382	+14%	+$93.9K	0.05%	360
2021 Q3	$627K	Sell	31,218 -42,523	-58%	-$871K	0.04%	426
2021 Q2	$1.48M	Buy	73,741 +18,435	+33%	+$394K	0.1%	244
2021 Q1	$1.18M	Sell	55,306 -16,582	-23%	-$357K	0.08%	278
2020 Q4	$1.57M	Sell	71,888 -1,462	-2%	-$28.5K	0.11%	220
2020 Q3	$1.29M	Sell	73,350 -106,712	-59%	-$1.99M	0.11%	202
2020 Q2	$3.38M	Buy	+180,062	New	+$3.19M	0.32%	78

Other funds holding MPT

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

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

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Financial Advocates Investment Management's MPT Position: Q2 2023 in Review

Financial Advocates Investment Management sold out of Medical Properties Trust (MPT) in Q2 2023, closing a stake of 481,769 shares — an estimated $3.96M sold.

Financial Advocates Investment Management first reported a position in MPT in Q2 2020 and held it in 12 quarters. The position peaked at $5.02M in Q4 2022. 596 funds tracked by Wall St. Rank hold MPT as of Q2 2023.

Financial Advocates Investment Management reported no remaining Medical Properties Trust position as of Q2 2023 after selling out during the quarter.
Financial Advocates Investment Management sold 481,769 Medical Properties Trust shares in Q2 2023, an estimated $3.96M.
Financial Advocates Investment Management first reported a position in Medical Properties Trust in Q2 2020 and held it in 12 quarters.
Financial Advocates Investment Management's Medical Properties Trust position peaked at $5.02M in Q4 2022.
596 funds tracked by Wall St. Rank held Medical Properties Trust as of Q2 2023.

Based on Financial Advocates Investment Management's 13F filing for Q2 2023, filed 7 Aug 2023.