Lee Financial’s Medical Properties Trust MPT Stock Holding History

Lee 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
2022 Q2	–	Sell	-104	Closed	-$2K	–	933
2022 Q1	$2K	Buy	+104	New	+$2.24K	﹤0.01%	660

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 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

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

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

Lee Financial's MPT Position: Q2 2022 in Review

Lee Financial sold out of Medical Properties Trust (MPT) in Q2 2022, closing a stake of 104 shares — an estimated $2K sold.

Lee Financial first reported a position in MPT in Q1 2022 and held it in 1 quarter. The position peaked at $2K in Q1 2022. 605 funds tracked by Wall St. Rank hold MPT as of Q2 2022.

Lee Financial reported no remaining Medical Properties Trust position as of Q2 2022 after selling out during the quarter.
Lee Financial sold 104 Medical Properties Trust shares in Q2 2022, an estimated $2K.
Lee Financial first reported a position in Medical Properties Trust in Q1 2022 and held it in 1 quarter.
Lee Financial's Medical Properties Trust position peaked at $2K in Q1 2022.
605 funds tracked by Wall St. Rank held Medical Properties Trust as of Q2 2022.

Based on Lee Financial's 13F filing for Q2 2022, filed 10 Aug 2022.