Kovitz Investment Group Partners
MPT

Kovitz Investment Group Partners’s Medical Properties Trust MPT Stock Holding History

Kovitz Investment Group Partners’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
Q4 		– Sell
-12,110
Closed -$70.8K – 1249
2024
Q3 		$70.8K Buy
12,110
+110
+0.9% +$542 ﹤0.01% 994
2024
Q2 		$51.7K Hold
12,000
– – ﹤0.01% 813
2024
Q1 		$56.4K Buy
+12,000
New +$45.9K ﹤0.01% 654

Other funds holding MPT

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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
DFG
Demars Financial Group Spokane Valley, Washington $361M AUM 24.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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

Kovitz Investment Group Partners's MPT Position: Q4 2024 in Review

Kovitz Investment Group Partners sold out of Medical Properties Trust (MPT) in Q4 2024, closing a stake of 12,110 shares — an estimated $70.8K sold.

Kovitz Investment Group Partners first reported a position in MPT in Q1 2024 and held it in 3 quarters. The position peaked at $70.8K in Q3 2024. 469 funds tracked by Wall St. Rank hold MPT as of Q4 2024.

  • Kovitz Investment Group Partners reported no remaining Medical Properties Trust position as of Q4 2024 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 12,110 Medical Properties Trust shares in Q4 2024, an estimated $70.8K.
  • Kovitz Investment Group Partners first reported a position in Medical Properties Trust in Q1 2024 and held it in 3 quarters.
  • Kovitz Investment Group Partners's Medical Properties Trust position peaked at $70.8K in Q3 2024.
  • 469 funds tracked by Wall St. Rank held Medical Properties Trust as of Q4 2024.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2024, filed 14 Feb 2025.