HeadInvest LLC’s Medical Properties Trust MPT Stock Holding History

HeadInvest LLC’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	-1,040	Closed	-$5.44K	–	506
2023 Q3	$5.44K	Buy	+1,040	New	+$8.33K	﹤0.01%	619

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

HeadInvest LLC's MPT Position: Q4 2023 in Review

HeadInvest LLC sold out of Medical Properties Trust (MPT) in Q4 2023, closing a stake of 1,040 shares — an estimated $5.44K sold.

HeadInvest LLC first reported a position in MPT in Q3 2023 and held it in 1 quarter. The position peaked at $5.44K in Q3 2023. 551 funds tracked by Wall St. Rank hold MPT as of Q4 2023.

HeadInvest LLC reported no remaining Medical Properties Trust position as of Q4 2023 after selling out during the quarter.
HeadInvest LLC sold 1,040 Medical Properties Trust shares in Q4 2023, an estimated $5.44K.
HeadInvest LLC first reported a position in Medical Properties Trust in Q3 2023 and held it in 1 quarter.
HeadInvest LLC's Medical Properties Trust position peaked at $5.44K in Q3 2023.
551 funds tracked by Wall St. Rank held Medical Properties Trust as of Q4 2023.

Based on HeadInvest LLC's 13F filing for Q4 2023, filed 12 Feb 2024.