IMOV
MPT

Investment Management of Virginia’s Medical Properties Trust MPT Stock Holding History

Investment Management of Virginia’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 		$268K Sell
32,550
-150
-0.5% -$1.66K 0.05% 169
2022
Q4 		$364K Sell
32,700
-1,250
-4% -$14.5K 0.07% 156
2022
Q3 		$403K Hold
33,950
– – 0.09% 148
2022
Q2 		$518K Sell
33,950
-400
-1% -$7.2K 0.11% 146
2022
Q1 		$726K Sell
34,350
-750
-2% -$16.2K 0.13% 139
2021
Q4 		$830K Buy
35,100
+500
+1% +$10.7K 0.13% 135
2021
Q3 		$695K Buy
34,600
+1,950
+6% +$40K 0.13% 124
2021
Q2 		$656K Buy
32,650
+2,000
+7% +$42.8K 0.13% 129
2021
Q1 		$652K Buy
30,650
+1,200
+4% +$25.8K 0.13% 123
2020
Q4 		$641K Buy
29,450
+1,500
+5% +$29.2K 0.14% 119
2020
Q3 		$493K Sell
27,950
-650
-2% -$12.1K 0.12% 122
2020
Q2 		$538K Sell
28,600
-775
-3% -$13.7K 0.13% 114
2020
Q1 		$508K Hold
29,375
– – 0.15% 112
2019
Q4 		$620K Sell
29,375
-2,200
-7% -$44.5K 0.14% 113
2019
Q3 		$617K Hold
31,575
– – 0.15% 116
2019
Q2 		$551K Sell
31,575
-31,875
-50% -$574K 0.13% 124
2019
Q1 		$1.17M Buy
63,450
+36,175
+133% +$645K 0.14% 128
2018
Q4 		$438K Sell
27,275
-1,250
-4% -$19.8K 0.11% 131
2018
Q3 		$425K Sell
28,525
-1,600
-5% -$23.3K 0.09% 134
2018
Q2 		$423K Hold
30,125
– – 0.09% 130
2018
Q1 		$391K Buy
30,125
+150
+0.5% +$1.92K 0.09% 132
2017
Q4 		$413K Buy
29,975
+450
+2% +$6.08K 0.1% 128
2017
Q3 		$388K Hold
29,525
– – 0.09% 126
2017
Q2 		$380K Hold
29,525
– – 0.09% 123
2017
Q1 		$380K Buy
29,525
+1,200
+4% +$15.3K 0.09% 126
2016
Q4 		$348K Buy
28,325
+200
+0.7% +$2.59K 0.08% 129
2016
Q3 		$416K Sell
28,125
-200
-0.7% -$3.03K 0.1% 124
2016
Q2 		$431K Hold
28,325
– – 0.11% 127
2016
Q1 		$367K Hold
28,325
– – 0.1% 129
2015
Q4 		$326K Buy
28,325
+500
+2% +$5.71K 0.09% 138
2015
Q3 		$308K Buy
27,825
+1,550
+6% +$19.2K 0.08% 141
2015
Q2 		$344K Hold
26,275
– – 0.08% 139
2015
Q1 		$387K Buy
26,275
+350
+1% +$5.2K 0.09% 134
2014
Q4 		$357K Sell
25,925
-700
-3% -$9.38K 0.07% 139
2014
Q3 		$327K Hold
26,625
– – 0.06% 135
2014
Q2 		$353K Buy
26,625
+300
+1% +$3.98K 0.06% 139
2014
Q1 		$336K Sell
26,325
-4,190
-14% -$53.8K 0.06% 148
2013
Q4 		$373K Buy
30,515
+2,950
+11% +$37.7K 0.06% 141
2013
Q3 		$336K Sell
27,565
-3,900
-12% -$52.1K 0.06% 143
2013
Q2 		$450K Buy
+31,465
New +$496K 0.1% 133

Other funds holding MPT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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 $11.7B AUM 20.39% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return

Investment Management of Virginia's MPT Position: Q1 2023 in Review

Investment Management of Virginia reduced its Medical Properties Trust (MPT) stake by 0.46% in Q1 2023, selling an estimated $1.66K and leaving 32,550 shares worth $268K. The position accounts for 0.05% of the portfolio, ranked #169.

Investment Management of Virginia first reported a position in MPT in Q2 2013 and has held it in 40 quarters since. The position peaked at $1.17M in Q1 2019. 629 funds tracked by Wall St. Rank hold MPT as of Q1 2023.

  • Investment Management of Virginia held 32,550 shares of Medical Properties Trust worth $268K as of Q1 2023.
  • Investment Management of Virginia sold 150 Medical Properties Trust shares in Q1 2023, an estimated $1.66K.
  • Medical Properties Trust made up 0.05% of Investment Management of Virginia's portfolio in Q1 2023, its #169 holding.
  • Investment Management of Virginia first reported a position in Medical Properties Trust in Q2 2013 and has held it in 40 quarters since.
  • Investment Management of Virginia's Medical Properties Trust position peaked at $1.17M in Q1 2019.
  • 629 funds tracked by Wall St. Rank held Medical Properties Trust as of Q1 2023.

Based on Investment Management of Virginia's 13F filing for Q1 2023, filed 26 Apr 2023.