Legacy Financial Group (Iowa)
MPT

Legacy Financial Group (Iowa)’s Medical Properties Trust MPT Stock Holding History

Legacy Financial Group (Iowa)’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
Q4 		– Sell
-1,000
Closed -$5.45K – 329
2023
Q3 		$5.45K Buy
+1,000
New +$8.01K ﹤0.01% 379

Other funds holding MPT

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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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 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
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

Legacy Financial Group (Iowa)'s MPT Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of Medical Properties Trust (MPT) in Q4 2023, closing a stake of 1,000 shares — an estimated $5.45K sold.

Legacy Financial Group (Iowa) first reported a position in MPT in Q3 2023 and held it in 1 quarter. The position peaked at $5.45K in Q3 2023. 551 funds tracked by Wall St. Rank hold MPT as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining Medical Properties Trust position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 1,000 Medical Properties Trust shares in Q4 2023, an estimated $5.45K.
  • Legacy Financial Group (Iowa) first reported a position in Medical Properties Trust in Q3 2023 and held it in 1 quarter.
  • Legacy Financial Group (Iowa)'s Medical Properties Trust position peaked at $5.45K in Q3 2023.
  • 551 funds tracked by Wall St. Rank held Medical Properties Trust as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.