HS
MPT

Horan Securities’s Medical Properties Trust MPT Stock Holding History

Horan 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
Q3 		– Sell
-211
Closed -$1.95K – 442
2023
Q2 		$1.95K Buy
211
+18
+9% +$152 ﹤0.01% 572
2023
Q1 		$1.59K Buy
+193
New +$2.13K ﹤0.01% 584
2020
Q2 		– Sell
-38
Closed -$1K – 350
2020
Q1 		$1K Buy
+38
New +$795 ﹤0.01% 237

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Horan Securities's MPT Position: Q3 2023 in Review

Horan Securities sold out of Medical Properties Trust (MPT) in Q3 2023, closing a stake of 211 shares — an estimated $1.95K sold.

Horan Securities first reported a position in MPT in Q1 2020 and held it in 3 quarters. The position peaked at $1.95K in Q2 2023. 541 funds tracked by Wall St. Rank hold MPT as of Q3 2023.

  • Horan Securities reported no remaining Medical Properties Trust position as of Q3 2023 after selling out during the quarter.
  • Horan Securities sold 211 Medical Properties Trust shares in Q3 2023, an estimated $1.95K.
  • Horan Securities first reported a position in Medical Properties Trust in Q1 2020 and held it in 3 quarters.
  • Horan Securities's Medical Properties Trust position peaked at $1.95K in Q2 2023.
  • 541 funds tracked by Wall St. Rank held Medical Properties Trust as of Q3 2023.

Based on Horan Securities's 13F filing for Q3 2023, filed 1 Nov 2023.