Girard Partners’s Medical Properties Trust MPT Stock Holding History

Girard Partners’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 Q1	–	Sell	-64,817	Closed	-$722K	–	266
2022 Q4	$722K	Sell	64,817 -462	-0.7%	-$5.37K	0.08%	166
2022 Q3	$774K	Buy	65,279 +10,003	+18%	+$152K	0.1%	143
2022 Q2	$844K	Buy	55,276 +8,198	+17%	+$147K	0.11%	134
2022 Q1	$995K	Buy	47,078 +13,413	+40%	+$289K	0.11%	136
2021 Q4	$795K	Buy	33,665 +11,969	+55%	+$256K	0.09%	143
2021 Q3	$435K	Buy	+21,696	New	+$445K	0.05%	167
2018 Q4	–	Sell	-2,000	Closed	-$29K	–	579
2018 Q3	$29K	Buy	+2,000	New	+$29.2K	0.01%	538

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

CCMLC

Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return

Girard Partners's MPT Position: Q1 2023 in Review

Girard Partners sold out of Medical Properties Trust (MPT) in Q1 2023, closing a stake of 64,817 shares — an estimated $722K sold.

Girard Partners first reported a position in MPT in Q3 2018 and held it in 7 quarters. The position peaked at $995K in Q1 2022. 629 funds tracked by Wall St. Rank hold MPT as of Q1 2023.

Girard Partners reported no remaining Medical Properties Trust position as of Q1 2023 after selling out during the quarter.
Girard Partners sold 64,817 Medical Properties Trust shares in Q1 2023, an estimated $722K.
Girard Partners first reported a position in Medical Properties Trust in Q3 2018 and held it in 7 quarters.
Girard Partners's Medical Properties Trust position peaked at $995K in Q1 2022.
629 funds tracked by Wall St. Rank held Medical Properties Trust as of Q1 2023.

Based on Girard Partners's 13F filing for Q1 2023, filed 12 May 2023.