Forward Management’s Medical Properties Trust MPT Stock Holding History

Forward Management’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
2022 Q2	–	Sell	-140,000	Closed	-$2.96M	–	29
2022 Q1	$2.96M	Buy	+140,000	New	+$3.02M	0.31%	22
2014 Q4	–	Sell	-49,500	Closed	-$607K	–	410
2014 Q3	$607K	Sell	49,500 -93,400	-65%	-$1.24M	0.04%	212
2014 Q2	$1.89M	Sell	142,900 -55,700	-28%	-$740K	0.11%	112
2014 Q1	$2.54M	Buy	198,600 +152,000	+326%	+$1.95M	0.15%	87
2013 Q4	$569K	Sell	46,600 -399,900	-90%	-$5.11M	0.03%	221
2013 Q3	$5.43M	Buy	+446,500	New	+$5.96M	0.35%	53

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 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

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

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

Forward Management's MPT Position: Q2 2022 in Review

Forward Management sold out of Medical Properties Trust (MPT) in Q2 2022, closing a stake of 140,000 shares — an estimated $2.96M sold.

Forward Management first reported a position in MPT in Q3 2013 and held it in 6 quarters. The position peaked at $5.43M in Q3 2013. 605 funds tracked by Wall St. Rank hold MPT as of Q2 2022.

Forward Management reported no remaining Medical Properties Trust position as of Q2 2022 after selling out during the quarter.
Forward Management sold 140,000 Medical Properties Trust shares in Q2 2022, an estimated $2.96M.
Forward Management first reported a position in Medical Properties Trust in Q3 2013 and held it in 6 quarters.
Forward Management's Medical Properties Trust position peaked at $5.43M in Q3 2013.
605 funds tracked by Wall St. Rank held Medical Properties Trust as of Q2 2022.

Based on Forward Management's 13F filing for Q2 2022, filed 3 Aug 2022.