Institutional & Family Asset Management’s Medical Properties Trust MPT Stock Holding History

Institutional & Family Asset 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
2022 Q4	–	Sell	-185	Closed	-$2K	–	759
2022 Q3	$2K	Hold	185	–	–	﹤0.01%	594
2022 Q2	$3K	Hold	185	–	–	﹤0.01%	560
2022 Q1	$4K	Hold	185	–	–	﹤0.01%	586
2021 Q4	$4K	Hold	185	–	–	﹤0.01%	593
2021 Q3	$4K	Buy	+185	New	+$3.79K	﹤0.01%	707
2020 Q2	–	Sell	-51	Closed	-$1K	–	885
2020 Q1	$1K	Buy	+51	New	+$1.07K	﹤0.01%	757

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Institutional & Family Asset Management's MPT Position: Q4 2022 in Review

Institutional & Family Asset Management sold out of Medical Properties Trust (MPT) in Q4 2022, closing a stake of 185 shares — an estimated $2K sold.

Institutional & Family Asset Management first reported a position in MPT in Q1 2020 and held it in 6 quarters. The position peaked at $4K in Q1 2022. 639 funds tracked by Wall St. Rank hold MPT as of Q4 2022.

Institutional & Family Asset Management reported no remaining Medical Properties Trust position as of Q4 2022 after selling out during the quarter.
Institutional & Family Asset Management sold 185 Medical Properties Trust shares in Q4 2022, an estimated $2K.
Institutional & Family Asset Management first reported a position in Medical Properties Trust in Q1 2020 and held it in 6 quarters.
Institutional & Family Asset Management's Medical Properties Trust position peaked at $4K in Q1 2022.
639 funds tracked by Wall St. Rank held Medical Properties Trust as of Q4 2022.

Based on Institutional & Family Asset Management's 13F filing for Q4 2022, filed 8 Feb 2023.