FFS
MPT

Founders Financial Securities’s Medical Properties Trust MPT Stock Holding History

Founders Financial Securities’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
Q4 		– Sell
-15,398
Closed -$83.9K – 383
2023
Q3 		$83.9K Buy
15,398
+365
+2% +$2.92K 0.01% 319
2023
Q2 		$139K Buy
+15,033
New +$127K 0.02% 308
2016
Q1 		– Sell
-10,254
Closed -$118K – 73
2015
Q4 		$118K Sell
10,254
-374
-4% -$4.27K 0.05% 62
2015
Q3 		$118K Buy
+10,628
New +$132K 0.06% 61

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 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
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

Founders Financial Securities's MPT Position: Q4 2023 in Review

Founders Financial Securities sold out of Medical Properties Trust (MPT) in Q4 2023, closing a stake of 15,398 shares — an estimated $83.9K sold.

Founders Financial Securities first reported a position in MPT in Q3 2015 and held it in 4 quarters. The position peaked at $139K in Q2 2023. 551 funds tracked by Wall St. Rank hold MPT as of Q4 2023.

  • Founders Financial Securities reported no remaining Medical Properties Trust position as of Q4 2023 after selling out during the quarter.
  • Founders Financial Securities sold 15,398 Medical Properties Trust shares in Q4 2023, an estimated $83.9K.
  • Founders Financial Securities first reported a position in Medical Properties Trust in Q3 2015 and held it in 4 quarters.
  • Founders Financial Securities's Medical Properties Trust position peaked at $139K in Q2 2023.
  • 551 funds tracked by Wall St. Rank held Medical Properties Trust as of Q4 2023.

Based on Founders Financial Securities's 13F filing for Q4 2023, filed 6 Feb 2024.