IRF
MPT

IBM Retirement Fund’s Medical Properties Trust MPT Stock Holding History

IBM Retirement Fund’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
2022
Q1 		– Sell
-9,772
Closed -$231K – 535
2021
Q4 		$231K Sell
9,772
-6,307
-39% -$135K 0.03% 508
2021
Q3 		$323K Hold
16,079
– – 0.03% 549
2021
Q2 		$323K Sell
16,079
-3,097
-16% -$66.2K 0.03% 558
2021
Q1 		$408K Sell
19,176
-213
-1% -$4.58K 0.03% 514
2020
Q4 		$422K Buy
19,389
+2,487
+15% +$48.5K 0.03% 506
2020
Q3 		$298K Buy
16,902
+4,754
+39% +$88.5K 0.03% 521
2020
Q2 		$228K Buy
12,148
+90
+0.7% +$1.59K 0.03% 483
2020
Q1 		$208K Buy
+12,058
New +$252K 0.04% 436

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

IBM Retirement Fund's MPT Position: Q1 2022 in Review

IBM Retirement Fund sold out of Medical Properties Trust (MPT) in Q1 2022, closing a stake of 9,772 shares — an estimated $231K sold.

IBM Retirement Fund first reported a position in MPT in Q1 2020 and held it in 8 quarters. The position peaked at $422K in Q4 2020. 605 funds tracked by Wall St. Rank hold MPT as of Q1 2022.

  • IBM Retirement Fund reported no remaining Medical Properties Trust position as of Q1 2022 after selling out during the quarter.
  • IBM Retirement Fund sold 9,772 Medical Properties Trust shares in Q1 2022, an estimated $231K.
  • IBM Retirement Fund first reported a position in Medical Properties Trust in Q1 2020 and held it in 8 quarters.
  • IBM Retirement Fund's Medical Properties Trust position peaked at $422K in Q4 2020.
  • 605 funds tracked by Wall St. Rank held Medical Properties Trust as of Q1 2022.

Based on IBM Retirement Fund's 13F filing for Q1 2022, filed 14 Apr 2022.