GIM
MPT

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

Guild 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
Q4 		– Sell
-64,850
Closed -$363K – 60
2023
Q3 		$363K Buy
64,850
+1,250
+2% +$10K 0.61% 40
2023
Q2 		$607K Buy
63,600
+700
+1% +$5.92K 0.85% 39
2023
Q1 		$517K Sell
62,900
-1,000
-2% -$11K 0.79% 36
2022
Q4 		$730K Buy
63,900
+1,290
+2% +$15K 1.25% 31
2022
Q3 		$743K Sell
62,610
-1,000
-2% -$15.1K 1.27% 29
2022
Q2 		$1.07M Buy
63,610
+4,870
+8% +$87.6K 1.61% 25
2022
Q1 		$1.24M Sell
58,740
-2,700
-4% -$58.2K 1.27% 26
2021
Q4 		$1.45M Buy
61,440
+600
+1% +$12.9K 1.47% 19
2021
Q3 		$1.22M Sell
60,840
-13,475
-18% -$276K 1.18% 28
2021
Q2 		$1.51M Buy
74,315
+2,220
+3% +$47.5K 1.47% 24
2021
Q1 		$1.55M Sell
72,095
-44,315
-38% -$953K 1.66% 20
2020
Q4 		$2.54M Sell
116,410
-2,630
-2% -$51.2K 2.79% 11
2020
Q3 		$2.1M Sell
119,040
-18,710
-14% -$348K 2.89% 10
2020
Q2 		$2.59M Sell
137,750
-4,120
-3% -$73K 3.67% 7
2020
Q1 		$2.45M Sell
141,870
-27,400
-16% -$573K 5.32% 5
2019
Q4 		$3.57M Buy
169,270
+26,380
+18% +$534K 4.58% 6
2019
Q3 		$2.79M Buy
142,890
+16,180
+13% +$297K 3.86% 5
2019
Q2 		$2.25M Buy
+126,710
New +$2.28M 3.32% 8

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

Guild Investment Management's MPT Position: Q4 2023 in Review

Guild Investment Management sold out of Medical Properties Trust (MPT) in Q4 2023, closing a stake of 64,850 shares — an estimated $363K sold.

Guild Investment Management first reported a position in MPT in Q2 2019 and held it in 18 quarters. The position peaked at $3.57M in Q4 2019. 551 funds tracked by Wall St. Rank hold MPT as of Q4 2023.

  • Guild Investment Management reported no remaining Medical Properties Trust position as of Q4 2023 after selling out during the quarter.
  • Guild Investment Management sold 64,850 Medical Properties Trust shares in Q4 2023, an estimated $363K.
  • Guild Investment Management first reported a position in Medical Properties Trust in Q2 2019 and held it in 18 quarters.
  • Guild Investment Management's Medical Properties Trust position peaked at $3.57M in Q4 2019.
  • 551 funds tracked by Wall St. Rank held Medical Properties Trust as of Q4 2023.

Based on Guild Investment Management's 13F filing for Q4 2023, filed 12 Jan 2024.