Financial Gravity Asset Management’s Medical Properties Trust MPT Stock Holding History

Financial Gravity Asset 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 Q3	–	Sell	-9	Closed	-$4.25K	–	1564
2023 Q2	$4.25K	Buy	9 +1	+13%	+$8	0.01%	504
2023 Q1	$787	Buy	+8	New	+$88	0.02%	391
2019 Q2	–	Sell	-10	Closed	–	–	1512
2019 Q1	$0	Buy	+10	New	+$178	﹤0.01%	1461
2018 Q3	$272K	Buy	+18,321	New	+$267K	0.28%	69

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

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

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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

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

Financial Gravity Asset Management's MPT Position: Q3 2023 in Review

Financial Gravity Asset Management sold out of Medical Properties Trust (MPT) in Q3 2023, closing a stake of 9 shares — an estimated $4.25K sold.

Financial Gravity Asset Management first reported a position in MPT in Q3 2018 and held it in 4 quarters. The position peaked at $272K in Q3 2018. 541 funds tracked by Wall St. Rank hold MPT as of Q3 2023.

Financial Gravity Asset Management reported no remaining Medical Properties Trust position as of Q3 2023 after selling out during the quarter.
Financial Gravity Asset Management sold 9 Medical Properties Trust shares in Q3 2023, an estimated $4.25K.
Financial Gravity Asset Management first reported a position in Medical Properties Trust in Q3 2018 and held it in 4 quarters.
Financial Gravity Asset Management's Medical Properties Trust position peaked at $272K in Q3 2018.
541 funds tracked by Wall St. Rank held Medical Properties Trust as of Q3 2023.

Based on Financial Gravity Asset Management's 13F filing for Q3 2023, filed 16 Nov 2023.