LFF
MPT

Level Four Financial’s Medical Properties Trust MPT Stock Holding History

Level Four 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
2021
Q3 		$272K Buy
13,542
+9
+0.1% +$184 0.12% 220
2021
Q2 		$272K Sell
13,533
-1,492
-10% -$31.9K 0.11% 238
2021
Q1 		$320K Buy
15,025
+60
+0.4% +$1.29K 0.15% 190
2020
Q4 		$326K Buy
+14,965
New +$292K 0.14% 198

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Level Four Financial's MPT Position: Q3 2021 in Review

Level Four Financial increased its Medical Properties Trust (MPT) stake by 0.07% in Q3 2021, buying an estimated $184 and bringing the position to 13,542 shares worth $272K. The position accounts for 0.12% of the portfolio, ranked #220.

Level Four Financial first reported a position in MPT in Q4 2020 and has held it in 4 quarters since. The position peaked at $326K in Q4 2020. 564 funds tracked by Wall St. Rank hold MPT as of Q3 2021.

  • Level Four Financial held 13,542 shares of Medical Properties Trust worth $272K as of Q3 2021.
  • Level Four Financial bought 9 Medical Properties Trust shares in Q3 2021, an estimated $184.
  • Medical Properties Trust made up 0.12% of Level Four Financial's portfolio in Q3 2021, its #220 holding.
  • Level Four Financial first reported a position in Medical Properties Trust in Q4 2020 and has held it in 4 quarters since.
  • Level Four Financial's Medical Properties Trust position peaked at $326K in Q4 2020.
  • 564 funds tracked by Wall St. Rank held Medical Properties Trust as of Q3 2021.

Based on Level Four Financial's 13F filing for Q3 2021, filed 12 Oct 2021.