First National Bank of South Miami’s Medical Properties Trust MPT Stock Holding History

First National Bank of South Miami’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	$26.1K	Sell	2,814 -294	-9%	-$2.49K	0.02%	200
2023 Q1	$25.5K	Buy	3,108 +463	+18%	+$5.11K	0.02%	216
2022 Q4	$29K	Hold	2,645	–	–	0.02%	212
2022 Q3	$31K	Sell	2,645 -228	-8%	-$3.45K	0.02%	208
2022 Q2	$44K	Buy	2,873 +920	+47%	+$16.6K	0.03%	204
2022 Q1	$41K	Buy	1,953 +376	+24%	+$8.1K	0.02%	225
2021 Q4	$37K	Buy	1,577 +389	+33%	+$8.33K	0.02%	237
2021 Q3	$24K	Buy	1,188 +135	+13%	+$2.77K	0.02%	250
2021 Q2	$21K	Buy	1,053 +542	+106%	+$11.6K	0.01%	246
2021 Q1	$11K	Buy	511 +389	+319%	+$8.37K	0.01%	257
2020 Q4	$3K	Sell	122 -57	-32%	-$1.11K	﹤0.01%	273
2020 Q3	$3K	Sell	179 -50	-22%	-$930	﹤0.01%	257
2020 Q2	$4K	Hold	229	–	–	﹤0.01%	261
2020 Q1	$4K	Sell	229 -2,733	-92%	-$57.1K	0.01%	248
2019 Q4	$63K	Buy	+2,962	New	+$60K	0.06%	157

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

First National Bank of South Miami's MPT Position: Q2 2023 in Review

First National Bank of South Miami reduced its Medical Properties Trust (MPT) stake by 9.5% in Q2 2023, selling an estimated $2.49K and leaving 2,814 shares worth $26.1K. The position accounts for 0.02% of the portfolio, ranked #200.

First National Bank of South Miami first reported a position in MPT in Q4 2019 and has held it in 15 quarters since. The position peaked at $63K in Q4 2019. 596 funds tracked by Wall St. Rank hold MPT as of Q2 2023.

First National Bank of South Miami held 2,814 shares of Medical Properties Trust worth $26.1K as of Q2 2023.
First National Bank of South Miami sold 294 Medical Properties Trust shares in Q2 2023, an estimated $2.49K.
Medical Properties Trust made up 0.02% of First National Bank of South Miami's portfolio in Q2 2023, its #200 holding.
First National Bank of South Miami first reported a position in Medical Properties Trust in Q4 2019 and has held it in 15 quarters since.
First National Bank of South Miami's Medical Properties Trust position peaked at $63K in Q4 2019.
596 funds tracked by Wall St. Rank held Medical Properties Trust as of Q2 2023.

Based on First National Bank of South Miami's 13F filing for Q2 2023, filed 12 Jul 2023.