First Heartland Consultants’s Medical Properties Trust MPT Stock Holding History

First Heartland Consultants’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	-94,881	Closed	-$879K	–	395
2023 Q2	$879K	Sell	94,881 -14,777	-13%	-$125K	0.11%	150
2023 Q1	$901K	Buy	109,658 +31,329	+40%	+$346K	0.14%	143
2022 Q4	$873K	Buy	+78,329	New	+$911K	0.14%	136

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

First Heartland Consultants's MPT Position: Q3 2023 in Review

First Heartland Consultants sold out of Medical Properties Trust (MPT) in Q3 2023, closing a stake of 94,881 shares — an estimated $879K sold.

First Heartland Consultants first reported a position in MPT in Q4 2022 and held it in 3 quarters. The position peaked at $901K in Q1 2023. 541 funds tracked by Wall St. Rank hold MPT as of Q3 2023.

First Heartland Consultants reported no remaining Medical Properties Trust position as of Q3 2023 after selling out during the quarter.
First Heartland Consultants sold 94,881 Medical Properties Trust shares in Q3 2023, an estimated $879K.
First Heartland Consultants first reported a position in Medical Properties Trust in Q4 2022 and held it in 3 quarters.
First Heartland Consultants's Medical Properties Trust position peaked at $901K in Q1 2023.
541 funds tracked by Wall St. Rank held Medical Properties Trust as of Q3 2023.

Based on First Heartland Consultants's 13F filing for Q3 2023, filed 9 Nov 2023.