IF
MPT

Intrua Financial’s Medical Properties Trust MPT Stock Holding History

Intrua Financial’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
2024
Q2 		– Sell
-11,310
Closed -$53.2K – 419
2024
Q1 		$53.2K Sell
11,310
-3,268
-22% -$12.5K 0.01% 412
2023
Q4 		$71.6K Sell
14,578
-54,013
-79% -$264K 0.01% 395
2023
Q3 		$374K Sell
68,591
-10,078
-13% -$80.7K 0.06% 238
2023
Q2 		$728K Buy
78,669
+1,404
+2% +$11.9K 0.12% 150
2023
Q1 		$590K Buy
77,265
+6,319
+9% +$69.8K 0.12% 160
2022
Q4 		$946K Buy
70,946
+19,375
+38% +$225K 0.22% 109
2022
Q3 		$612K Buy
51,571
+8,950
+21% +$136K 0.16% 136
2022
Q2 		$651K Buy
42,621
+15,268
+56% +$275K 0.14% 161
2022
Q1 		$578K Buy
27,353
+5,212
+24% +$112K 0.1% 202
2021
Q4 		$523K Buy
22,141
+2,027
+10% +$43.4K 0.09% 212
2021
Q3 		$428K Buy
+20,114
New +$412K 0.08% 235

Other funds holding MPT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Intrua Financial's MPT Position: Q2 2024 in Review

Intrua Financial sold out of Medical Properties Trust (MPT) in Q2 2024, closing a stake of 11,310 shares — an estimated $53.2K sold.

Intrua Financial first reported a position in MPT in Q3 2021 and held it in 11 quarters. The position peaked at $946K in Q4 2022. 500 funds tracked by Wall St. Rank hold MPT as of Q2 2024.

  • Intrua Financial reported no remaining Medical Properties Trust position as of Q2 2024 after selling out during the quarter.
  • Intrua Financial sold 11,310 Medical Properties Trust shares in Q2 2024, an estimated $53.2K.
  • Intrua Financial first reported a position in Medical Properties Trust in Q3 2021 and held it in 11 quarters.
  • Intrua Financial's Medical Properties Trust position peaked at $946K in Q4 2022.
  • 500 funds tracked by Wall St. Rank held Medical Properties Trust as of Q2 2024.

Based on Intrua Financial's 13F filing for Q2 2024, filed 28 May 2025.