Johnson Midwest Financial’s Medical Properties Trust MPT Stock Holding History

Johnson Midwest 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
2023 Q3	$34.8K	Hold	6,385	–	–	0.08%	102
2023 Q2	$59.1K	Hold	6,385	–	–	0.05%	80
2023 Q1	$52.5K	Hold	6,385	–	–	0.08%	85
2022 Q4	$71K	Hold	6,385	–	–	0.26%	68
2022 Q3	$76	Hold	6,385	–	–	0.29%	61
2022 Q2	$97K	Hold	6,385	–	–	0.13%	55
2022 Q1	$135K	Hold	6,385	–	–	0.19%	37
2021 Q4	$151K	Hold	6,385	–	–	0.11%	38
2021 Q3	$128K	Hold	6,385	–	–	0.1%	50
2021 Q2	$128K	Hold	6,385	–	–	0.13%	50
2021 Q1	$136K	Hold	6,385	–	–	0.14%	45
2020 Q4	$139K	Buy	+6,385	New	+$124K	0.13%	49

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

CIM

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

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Johnson Midwest Financial's MPT Position: Q3 2023 in Review

Johnson Midwest Financial held its Medical Properties Trust (MPT) position steady in Q3 2023 at 6,385 shares worth $34.8K. The position accounts for 0.08% of the portfolio, ranked #102.

Johnson Midwest Financial first reported a position in MPT in Q4 2020 and has held it in 12 quarters since. The position peaked at $151K in Q4 2021. 541 funds tracked by Wall St. Rank hold MPT as of Q3 2023.

Johnson Midwest Financial held 6,385 shares of Medical Properties Trust worth $34.8K as of Q3 2023.
Johnson Midwest Financial left its Medical Properties Trust share count unchanged in Q3 2023.
Medical Properties Trust made up 0.08% of Johnson Midwest Financial's portfolio in Q3 2023, its #102 holding.
Johnson Midwest Financial first reported a position in Medical Properties Trust in Q4 2020 and has held it in 12 quarters since.
Johnson Midwest Financial's Medical Properties Trust position peaked at $151K in Q4 2021.
541 funds tracked by Wall St. Rank held Medical Properties Trust as of Q3 2023.

Based on Johnson Midwest Financial's 13F filing for Q3 2023, filed 7 Nov 2023.