KI
MPT

Kula Investments’s Medical Properties Trust MPT Stock Holding History

Kula Investments’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 		$419K Buy
50,936
+39,497
+345% +$436K 0.1% 352
2022
Q4 		$127K Buy
+11,439
New +$133K 0.04% 552

Other funds holding MPT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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 $9.67B AUM 5.55% 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 $187B AUM 18.48% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return

Kula Investments's MPT Position: Q1 2023 in Review

Kula Investments increased its Medical Properties Trust (MPT) stake by 345% in Q1 2023, buying an estimated $436K and bringing the position to 50,936 shares worth $419K. The position accounts for 0.1% of the portfolio, ranked #352.

Kula Investments first reported a position in MPT in Q4 2022 and has held it in 2 quarters since. 629 funds tracked by Wall St. Rank hold MPT as of Q1 2023.

  • Kula Investments held 50,936 shares of Medical Properties Trust worth $419K as of Q1 2023.
  • Kula Investments bought 39,497 Medical Properties Trust shares in Q1 2023, an estimated $436K.
  • Medical Properties Trust made up 0.1% of Kula Investments's portfolio in Q1 2023, its #352 holding.
  • Kula Investments first reported a position in Medical Properties Trust in Q4 2022 and has held it in 2 quarters since.
  • 629 funds tracked by Wall St. Rank held Medical Properties Trust as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.