FFG
MPT

Fortem Financial Group’s Medical Properties Trust MPT Stock Holding History

Fortem Financial Group’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
2021
Q1 		– Sell
-461
Closed -$10K – 339
2020
Q4 		$10K Buy
+461
New +$8.98K 0.01% 353
2019
Q2 		– Sell
-11,293
Closed -$209K – 155
2019
Q1 		$209K Buy
11,293
+111
+1% +$1.98K 0.22% 111
2018
Q4 		$180K Buy
+11,182
New +$177K 0.22% 111

Other funds holding MPT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fortem Financial Group's MPT Position: Q1 2021 in Review

Fortem Financial Group sold out of Medical Properties Trust (MPT) in Q1 2021, closing a stake of 461 shares — an estimated $10K sold.

Fortem Financial Group first reported a position in MPT in Q4 2018 and held it in 3 quarters. The position peaked at $209K in Q1 2019. 548 funds tracked by Wall St. Rank hold MPT as of Q1 2021.

  • Fortem Financial Group reported no remaining Medical Properties Trust position as of Q1 2021 after selling out during the quarter.
  • Fortem Financial Group sold 461 Medical Properties Trust shares in Q1 2021, an estimated $10K.
  • Fortem Financial Group first reported a position in Medical Properties Trust in Q4 2018 and held it in 3 quarters.
  • Fortem Financial Group's Medical Properties Trust position peaked at $209K in Q1 2019.
  • 548 funds tracked by Wall St. Rank held Medical Properties Trust as of Q1 2021.

Based on Fortem Financial Group's 13F filing for Q1 2021, filed 20 Apr 2021.