Independent Advisor Alliance’s Medical Properties Trust MPT Stock Holding History

Independent Advisor Alliance’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	-10,094	Closed	-$112	–	689
2022 Q4	$112	Sell	10,094 -407	-4%	-$4.73K	﹤0.01%	393
2022 Q3	$125K	Buy	+10,501	New	+$159K	0.01%	589
2022 Q1	–	Sell	-18,729	Closed	-$443K	–	712
2021 Q4	$443K	Buy	+18,729	New	+$401K	0.02%	423
2020 Q4	–	Sell	-12,713	Closed	-$224K	–	593
2020 Q3	$224K	Buy	+12,713	New	+$237K	0.02%	435

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

Independent Advisor Alliance's MPT Position: Q1 2023 in Review

Independent Advisor Alliance sold out of Medical Properties Trust (MPT) in Q1 2023, closing a stake of 10,094 shares — an estimated $112 sold.

Independent Advisor Alliance first reported a position in MPT in Q3 2020 and held it in 4 quarters. The position peaked at $443K in Q4 2021. 629 funds tracked by Wall St. Rank hold MPT as of Q1 2023.

Independent Advisor Alliance reported no remaining Medical Properties Trust position as of Q1 2023 after selling out during the quarter.
Independent Advisor Alliance sold 10,094 Medical Properties Trust shares in Q1 2023, an estimated $112.
Independent Advisor Alliance first reported a position in Medical Properties Trust in Q3 2020 and held it in 4 quarters.
Independent Advisor Alliance's Medical Properties Trust position peaked at $443K in Q4 2021.
629 funds tracked by Wall St. Rank held Medical Properties Trust as of Q1 2023.

Based on Independent Advisor Alliance's 13F filing for Q1 2023, filed 12 May 2023.