Financial Perspectives’s Medical Properties Trust MPT Stock Holding History

Financial Perspectives’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
2024 Q3	–	Sell	-200	Closed	-$862	–	686
2024 Q2	$862	Hold	200	–	–	﹤0.01%	618
2024 Q1	$940	Hold	200	–	–	﹤0.01%	606
2023 Q4	$982	Hold	200	–	–	﹤0.01%	630
2023 Q3	$1.09K	Hold	200	–	–	﹤0.01%	629
2023 Q2	$1.85K	Hold	200	–	–	﹤0.01%	591
2023 Q1	$1.64K	Hold	200	–	–	﹤0.01%	592
2022 Q4	$2.23K	Hold	200	–	–	﹤0.01%	575
2022 Q3	$2.37K	Hold	200	–	–	﹤0.01%	566
2022 Q2	$3.05K	Hold	200	–	–	﹤0.01%	563
2022 Q1	$4.23K	Hold	200	–	–	﹤0.01%	555
2021 Q4	$4.73K	Hold	200	–	–	﹤0.01%	520
2021 Q3	$4.01K	Hold	200	–	–	﹤0.01%	543
2021 Q2	$4.02K	Sell	200 -4,056	-95%	-$86.8K	﹤0.01%	563
2021 Q1	$200K	Buy	4,256 +4,056	+2,028%	+$87.2K	0.01%	404
2020 Q4	$4.36K	Hold	200	–	–	﹤0.01%	491
2020 Q3	$3.53K	Hold	200	–	–	﹤0.01%	453
2020 Q2	$3.76K	Hold	200	–	–	﹤0.01%	436
2020 Q1	$3.46K	Hold	200	–	–	﹤0.01%	414
2019 Q4	$4.22K	Buy	+200	New	+$4.05K	﹤0.01%	407

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

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

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

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

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

SPC

Silver Point Capital Greenwich, Connecticut $1.3B AUM 18.3% 1-Year Est. Return

Financial Perspectives's MPT Position: Q3 2024 in Review

Financial Perspectives sold out of Medical Properties Trust (MPT) in Q3 2024, closing a stake of 200 shares — an estimated $862 sold.

Financial Perspectives first reported a position in MPT in Q4 2019 and held it in 19 quarters. The position peaked at $200K in Q1 2021. 506 funds tracked by Wall St. Rank hold MPT as of Q3 2024.

Financial Perspectives reported no remaining Medical Properties Trust position as of Q3 2024 after selling out during the quarter.
Financial Perspectives sold 200 Medical Properties Trust shares in Q3 2024, an estimated $862.
Financial Perspectives first reported a position in Medical Properties Trust in Q4 2019 and held it in 19 quarters.
Financial Perspectives's Medical Properties Trust position peaked at $200K in Q1 2021.
506 funds tracked by Wall St. Rank held Medical Properties Trust as of Q3 2024.

Based on Financial Perspectives's 13F filing for Q3 2024, filed 17 Oct 2024.