I
MPT

INVST’s Medical Properties Trust MPT Stock Holding History

INVST’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
-13,021
Closed -$58.7K – 274
2024
Q1 		$58.7K Sell
13,021
-139,117
-91% -$533K 0.01% 237
2023
Q4 		$491K Buy
152,138
+55,950
+58% +$274K 0.06% 146
2023
Q3 		$524K Sell
96,188
-2,781
-3% -$22.3K 0.08% 143
2023
Q2 		$916K Sell
98,969
-2,769
-3% -$23.4K 0.13% 89
2023
Q1 		$868K Buy
101,738
+88,316
+658% +$975K 0.13% 87
2022
Q4 		$174K Buy
+13,422
New +$156K 0.03% 159
2022
Q3 		– Sell
-50,473
Closed -$819K – 179
2022
Q2 		$819K Buy
50,473
+17,720
+54% +$319K 0.13% 92
2022
Q1 		$586K Buy
32,753
+247
+0.8% +$5.32K 0.1% 100
2021
Q4 		$649K Buy
32,506
+21,310
+190% +$456K 0.1% 96
2021
Q3 		$225K Sell
11,196
-2,388
-18% -$48.9K 0.04% 177
2021
Q2 		$280K Sell
13,584
-900
-6% -$19.3K 0.05% 168
2021
Q1 		$319K Sell
14,484
-9,131
-39% -$196K 0.06% 138
2020
Q4 		$515K Buy
23,615
+6,037
+34% +$118K 0.09% 98
2020
Q3 		$320K Buy
17,578
+1,167
+7% +$21.7K 0.07% 114
2020
Q2 		$317K Buy
16,411
+3,837
+31% +$67.9K 0.09% 101
2020
Q1 		$191K Buy
12,574
+2,505
+25% +$52.4K 0.08% 100
2019
Q4 		$213K Buy
10,069
+59
+0.6% +$1.19K 0.08% 83
2019
Q3 		$193K Sell
10,010
-382
-4% -$7.02K 0.09% 80
2019
Q2 		$181K Sell
10,392
-2,537
-20% -$45.7K 0.09% 64
2019
Q1 		$242K Buy
12,929
+2,343
+22% +$41.8K 0.12% 55
2018
Q4 		$170K Hold
10,586
– – 0.1% 47
2018
Q3 		$156K Buy
+10,586
New +$154K 0.08% 49

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

INVST's MPT Position: Q2 2024 in Review

INVST sold out of Medical Properties Trust (MPT) in Q2 2024, closing a stake of 13,021 shares — an estimated $58.7K sold.

INVST first reported a position in MPT in Q3 2018 and held it in 22 quarters. The position peaked at $916K in Q2 2023. 500 funds tracked by Wall St. Rank hold MPT as of Q2 2024.

  • INVST reported no remaining Medical Properties Trust position as of Q2 2024 after selling out during the quarter.
  • INVST sold 13,021 Medical Properties Trust shares in Q2 2024, an estimated $58.7K.
  • INVST first reported a position in Medical Properties Trust in Q3 2018 and held it in 22 quarters.
  • INVST's Medical Properties Trust position peaked at $916K in Q2 2023.
  • 500 funds tracked by Wall St. Rank held Medical Properties Trust as of Q2 2024.

Based on INVST's 13F filing for Q2 2024, filed 16 Aug 2024.