LFGH
MPT

Lee Financial Group Hawaii’s Medical Properties Trust MPT Stock Holding History

Lee Financial Group Hawaii’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
Q2 		– Sell
-20,316
Closed -$167K – 34
2023
Q1 		$167K Buy
+20,316
New +$224K 0.17% 30

Other funds holding MPT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Lee Financial Group Hawaii's MPT Position: Q2 2023 in Review

Lee Financial Group Hawaii sold out of Medical Properties Trust (MPT) in Q2 2023, closing a stake of 20,316 shares — an estimated $167K sold.

Lee Financial Group Hawaii first reported a position in MPT in Q1 2023 and held it in 1 quarter. The position peaked at $167K in Q1 2023. 596 funds tracked by Wall St. Rank hold MPT as of Q2 2023.

  • Lee Financial Group Hawaii reported no remaining Medical Properties Trust position as of Q2 2023 after selling out during the quarter.
  • Lee Financial Group Hawaii sold 20,316 Medical Properties Trust shares in Q2 2023, an estimated $167K.
  • Lee Financial Group Hawaii first reported a position in Medical Properties Trust in Q1 2023 and held it in 1 quarter.
  • Lee Financial Group Hawaii's Medical Properties Trust position peaked at $167K in Q1 2023.
  • 596 funds tracked by Wall St. Rank held Medical Properties Trust as of Q2 2023.

Based on Lee Financial Group Hawaii's 13F filing for Q2 2023, filed 2 Aug 2023.