FCA
MPT

Fortis Capital Advisors’s Medical Properties Trust MPT Stock Holding History

Fortis Capital Advisors’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
Q1 		– Sell
-10,385
Closed -$51K – 170
2023
Q4 		$51K Buy
+10,385
New +$50.9K 0.03% 113
2023
Q1 		– Sell
-9
Closed -$100 – 722
2022
Q4 		$100 Buy
+9
New +$105 ﹤0.01% 664

Other funds holding MPT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Fortis Capital Advisors's MPT Position: Q1 2024 in Review

Fortis Capital Advisors sold out of Medical Properties Trust (MPT) in Q1 2024, closing a stake of 10,385 shares — an estimated $51K sold.

Fortis Capital Advisors first reported a position in MPT in Q4 2022 and held it in 2 quarters. The position peaked at $51K in Q4 2023. 510 funds tracked by Wall St. Rank hold MPT as of Q1 2024.

  • Fortis Capital Advisors reported no remaining Medical Properties Trust position as of Q1 2024 after selling out during the quarter.
  • Fortis Capital Advisors sold 10,385 Medical Properties Trust shares in Q1 2024, an estimated $51K.
  • Fortis Capital Advisors first reported a position in Medical Properties Trust in Q4 2022 and held it in 2 quarters.
  • Fortis Capital Advisors's Medical Properties Trust position peaked at $51K in Q4 2023.
  • 510 funds tracked by Wall St. Rank held Medical Properties Trust as of Q1 2024.

Based on Fortis Capital Advisors's 13F filing for Q1 2024, filed 8 May 2024.