Investors Asset Management of Georgia’s Medical Properties Trust MPT Stock Holding History

Investors Asset Management of Georgia’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	-4,600	Closed	-$55K	–	388
2022 Q3	$55K	Buy	+4,600	New	+$69.7K	0.03%	285
2020 Q4	–	Sell	-12,000	Closed	-$212K	–	146
2020 Q3	$212K	Hold	12,000	–	–	0.14%	127
2020 Q2	$226K	Hold	12,000	–	–	0.16%	120
2020 Q1	$207K	Buy	12,000 +2,000	+20%	+$41.8K	0.17%	118
2019 Q4	$211K	Hold	10,000	–	–	0.13%	140
2019 Q3	$196K	Hold	10,000	–	–	0.12%	140
2019 Q2	$174K	Hold	10,000	–	–	0.12%	139
2019 Q1	$185K	Hold	10,000	–	–	0.13%	134
2018 Q4	$161K	Hold	10,000	–	–	0.13%	135
2018 Q3	$149K	Hold	10,000	–	–	0.1%	143
2018 Q2	$140K	Hold	10,000	–	–	0.1%	140
2018 Q1	$130K	Hold	10,000	–	–	0.1%	143
2017 Q4	$138K	Buy	+10,000	New	+$135K	0.1%	141

Other funds holding MPT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $3.05B AUM 42.78% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

Investors Asset Management of Georgia's MPT Position: Q4 2022 in Review

Investors Asset Management of Georgia sold out of Medical Properties Trust (MPT) in Q4 2022, closing a stake of 4,600 shares — an estimated $55K sold.

Investors Asset Management of Georgia first reported a position in MPT in Q4 2017 and held it in 13 quarters. The position peaked at $226K in Q2 2020. 639 funds tracked by Wall St. Rank hold MPT as of Q4 2022.

Investors Asset Management of Georgia reported no remaining Medical Properties Trust position as of Q4 2022 after selling out during the quarter.
Investors Asset Management of Georgia sold 4,600 Medical Properties Trust shares in Q4 2022, an estimated $55K.
Investors Asset Management of Georgia first reported a position in Medical Properties Trust in Q4 2017 and held it in 13 quarters.
Investors Asset Management of Georgia's Medical Properties Trust position peaked at $226K in Q2 2020.
639 funds tracked by Wall St. Rank held Medical Properties Trust as of Q4 2022.

Based on Investors Asset Management of Georgia's 13F filing for Q4 2022, filed 2 Feb 2023.