LFA
MPT

Legacy Financial Advisors’s Medical Properties Trust MPT Stock Holding History

Legacy Financial Advisors’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
Q4 		– Sell
-25,237
Closed -$299K – 248
2022
Q3 		$299K Sell
25,237
-1,350
-5% -$20.4K 0.07% 161
2022
Q2 		$406K Buy
26,587
+8,261
+45% +$149K 0.1% 111
2022
Q1 		$387K Sell
18,326
-1,099
-6% -$23.7K 0.09% 129
2021
Q4 		$459K Buy
19,425
+917
+5% +$19.6K 0.11% 101
2021
Q3 		$371K Buy
18,508
+2,218
+14% +$45.5K 0.09% 104
2021
Q2 		$327K Buy
16,290
+1,446
+10% +$30.9K 0.08% 114
2021
Q1 		$316K Buy
14,844
+2,329
+19% +$50.1K 0.09% 102
2020
Q4 		$273K Buy
12,515
+1,248
+11% +$24.3K 0.08% 108
2020
Q3 		$199K Buy
+11,267
New +$210K 0.06% 125

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Legacy Financial Advisors's MPT Position: Q4 2022 in Review

Legacy Financial Advisors sold out of Medical Properties Trust (MPT) in Q4 2022, closing a stake of 25,237 shares — an estimated $299K sold.

Legacy Financial Advisors first reported a position in MPT in Q3 2020 and held it in 9 quarters. The position peaked at $459K in Q4 2021. 639 funds tracked by Wall St. Rank hold MPT as of Q4 2022.

  • Legacy Financial Advisors reported no remaining Medical Properties Trust position as of Q4 2022 after selling out during the quarter.
  • Legacy Financial Advisors sold 25,237 Medical Properties Trust shares in Q4 2022, an estimated $299K.
  • Legacy Financial Advisors first reported a position in Medical Properties Trust in Q3 2020 and held it in 9 quarters.
  • Legacy Financial Advisors's Medical Properties Trust position peaked at $459K in Q4 2021.
  • 639 funds tracked by Wall St. Rank held Medical Properties Trust as of Q4 2022.

Based on Legacy Financial Advisors's 13F filing for Q4 2022, filed 6 Feb 2023.