LMKC
MPT

L.M. Kohn & Company’s Medical Properties Trust MPT Stock Holding History

L.M. Kohn & Company’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
Q1 		– Sell
-10,572
Closed -$51.9K – 279
2023
Q4 		$51.9K Sell
10,572
-45
-0.4% -$220 0.02% 242
2023
Q3 		$57.9K Buy
10,617
+67
+0.6% +$537 0.02% 235
2023
Q2 		$97.7K Sell
10,550
-3,124
-23% -$26.4K 0.04% 229
2023
Q1 		$112K Buy
13,674
+8
+0.1% +$88 0.05% 214
2022
Q4 		$152K Sell
13,666
-446
-3% -$5.18K 0.07% 205
2022
Q3 		$168K Buy
14,112
+1,027
+8% +$15.6K 0.08% 200
2022
Q2 		$200K Hold
13,085
– – 0.09% 213
2022
Q1 		$277K Buy
+13,085
New +$282K 0.11% 196

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

L.M. Kohn & Company's MPT Position: Q1 2024 in Review

L.M. Kohn & Company sold out of Medical Properties Trust (MPT) in Q1 2024, closing a stake of 10,572 shares — an estimated $51.9K sold.

L.M. Kohn & Company first reported a position in MPT in Q1 2022 and held it in 8 quarters. The position peaked at $277K in Q1 2022. 510 funds tracked by Wall St. Rank hold MPT as of Q1 2024.

  • L.M. Kohn & Company reported no remaining Medical Properties Trust position as of Q1 2024 after selling out during the quarter.
  • L.M. Kohn & Company sold 10,572 Medical Properties Trust shares in Q1 2024, an estimated $51.9K.
  • L.M. Kohn & Company first reported a position in Medical Properties Trust in Q1 2022 and held it in 8 quarters.
  • L.M. Kohn & Company's Medical Properties Trust position peaked at $277K in Q1 2022.
  • 510 funds tracked by Wall St. Rank held Medical Properties Trust as of Q1 2024.

Based on L.M. Kohn & Company's 13F filing for Q1 2024, filed 25 Apr 2024.