Freedom Investment Management’s Medical Properties Trust MPT Stock Holding History

Freedom Investment 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
2023 Q3	–	Sell	-21,325	Closed	-$197K	–	727
2023 Q2	$197K	Sell	21,325 -9,595	-31%	-$81.2K	0.02%	656
2023 Q1	$254K	Buy	+30,920	New	+$341K	0.03%	598
2020 Q3	–	Sell	-12,189	Closed	-$229K	–	583
2020 Q2	$229K	Sell	12,189 -10,140	-45%	-$180K	0.02%	478
2020 Q1	$520K	Sell	22,329 -520	-2%	-$10.9K	0.05%	339
2019 Q4	$482K	Sell	22,849 -138	-0.6%	-$2.79K	0.04%	352
2019 Q3	$450K	Sell	22,987 -2,061	-8%	-$37.9K	0.04%	383
2019 Q2	$437K	Sell	25,048 -1,885	-7%	-$33.9K	0.04%	397
2019 Q1	$499K	Sell	26,933 -89,880	-77%	-$1.6M	0.04%	385
2018 Q4	$1.88M	Buy	+116,813	New	+$1.85M	0.15%	134
2014 Q1	–	Sell	-27,335	Closed	-$334K	–	461
2013 Q4	$334K	Buy	27,335 +10,261	+60%	+$131K	0.08%	260
2013 Q3	$208K	Buy	+17,074	New	+$228K	0.06%	319

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Freedom Investment Management's MPT Position: Q3 2023 in Review

Freedom Investment Management sold out of Medical Properties Trust (MPT) in Q3 2023, closing a stake of 21,325 shares — an estimated $197K sold.

Freedom Investment Management first reported a position in MPT in Q3 2013 and held it in 11 quarters. The position peaked at $1.88M in Q4 2018. 541 funds tracked by Wall St. Rank hold MPT as of Q3 2023.

Freedom Investment Management reported no remaining Medical Properties Trust position as of Q3 2023 after selling out during the quarter.
Freedom Investment Management sold 21,325 Medical Properties Trust shares in Q3 2023, an estimated $197K.
Freedom Investment Management first reported a position in Medical Properties Trust in Q3 2013 and held it in 11 quarters.
Freedom Investment Management's Medical Properties Trust position peaked at $1.88M in Q4 2018.
541 funds tracked by Wall St. Rank held Medical Properties Trust as of Q3 2023.

Based on Freedom Investment Management's 13F filing for Q3 2023, filed 13 Nov 2023.