LNC
MPT

Lincoln National Corp’s Medical Properties Trust MPT Stock Holding History

Lincoln National Corp’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
2024
Q2 		– Sell
-54,058
Closed -$254K – 739
2024
Q1 		$254K Sell
54,058
-40,701
-43% -$156K ﹤0.01% 1037
2023
Q4 		$465K Sell
94,759
-4,569
-5% -$22.4K 0.01% 705
2023
Q3 		$541K Buy
99,328
+6,875
+7% +$55.1K 0.01% 577
2023
Q2 		$856K Buy
92,453
+2,277
+3% +$19.3K 0.02% 456
2023
Q1 		$741K Buy
90,176
+41,687
+86% +$460K 0.02% 465
2022
Q4 		$540K Buy
48,489
+21,472
+79% +$250K 0.01% 517
2022
Q3 		$320K Buy
27,017
+2,347
+10% +$35.5K 0.01% 631
2022
Q2 		$376K Buy
24,670
+3,263
+15% +$58.7K 0.01% 565
2022
Q1 		$453K Sell
21,407
-1,254
-6% -$27K 0.01% 566
2021
Q4 		$536K Buy
22,661
+6,491
+40% +$139K 0.01% 499
2021
Q3 		$325K Sell
16,170
-592
-4% -$12.1K 0.01% 650
2021
Q2 		$337K Buy
16,762
+2,099
+14% +$44.9K 0.01% 622
2021
Q1 		$312K Buy
14,663
+1,932
+15% +$41.5K 0.01% 607
2020
Q4 		$278K Sell
12,731
-1,161
-8% -$22.6K 0.01% 605
2020
Q3 		$245K Buy
13,892
+2,343
+20% +$43.6K 0.01% 560
2020
Q2 		$217K Sell
11,549
-76
-0.7% -$1.35K 0.01% 586
2020
Q1 		$201K Sell
11,625
-368
-3% -$7.69K 0.01% 535
2019
Q4 		$253K Sell
11,993
-559
-4% -$11.3K 0.01% 539
2019
Q3 		$245K Buy
12,552
+219
+2% +$4.02K 0.01% 498
2019
Q2 		$215K Buy
12,333
+322
+3% +$5.8K 0.01% 513
2019
Q1 		$222K Sell
12,011
-652
-5% -$11.6K 0.01% 457
2018
Q4 		$203K Buy
+12,663
New +$200K 0.01% 443
2018
Q1 		– Sell
-10,597
Closed -$146K – 570
2017
Q4 		$146K Buy
+10,597
New +$143K ﹤0.01% 609

Other funds holding MPT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Lincoln National Corp's MPT Position: Q2 2024 in Review

Lincoln National Corp sold out of Medical Properties Trust (MPT) in Q2 2024, closing a stake of 54,058 shares — an estimated $254K sold.

Lincoln National Corp first reported a position in MPT in Q4 2017 and held it in 23 quarters. The position peaked at $856K in Q2 2023. 500 funds tracked by Wall St. Rank hold MPT as of Q2 2024.

  • Lincoln National Corp reported no remaining Medical Properties Trust position as of Q2 2024 after selling out during the quarter.
  • Lincoln National Corp sold 54,058 Medical Properties Trust shares in Q2 2024, an estimated $254K.
  • Lincoln National Corp first reported a position in Medical Properties Trust in Q4 2017 and held it in 23 quarters.
  • Lincoln National Corp's Medical Properties Trust position peaked at $856K in Q2 2023.
  • 500 funds tracked by Wall St. Rank held Medical Properties Trust as of Q2 2024.

Based on Lincoln National Corp's 13F filing for Q2 2024, filed 25 Jul 2024.