LIM
MPT

Longfellow Investment Management’s Medical Properties Trust MPT Stock Holding History

Longfellow Investment Management’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
-6,623
Closed -$79K – 309
2022
Q3 		$79K Hold
6,623
– – 0.02% 212
2022
Q2 		$102K Hold
6,623
– – 0.02% 219
2022
Q1 		$141K Hold
6,623
– – 0.02% 236
2021
Q4 		$157K Hold
6,623
– – 0.03% 230
2021
Q3 		$133K Hold
6,623
– – 0.02% 253
2021
Q2 		$134K Sell
6,623
-4,545
-41% -$97.2K 0.02% 265
2021
Q1 		$238K Buy
11,168
+8,158
+271% +$175K 0.03% 302
2020
Q4 		$66K Buy
+3,010
New +$58.6K 0.01% 364

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

Longfellow Investment Management's MPT Position: Q4 2022 in Review

Longfellow Investment Management sold out of Medical Properties Trust (MPT) in Q4 2022, closing a stake of 6,623 shares — an estimated $79K sold.

Longfellow Investment Management first reported a position in MPT in Q4 2020 and held it in 8 quarters. The position peaked at $238K in Q1 2021. 639 funds tracked by Wall St. Rank hold MPT as of Q4 2022.

  • Longfellow Investment Management reported no remaining Medical Properties Trust position as of Q4 2022 after selling out during the quarter.
  • Longfellow Investment Management sold 6,623 Medical Properties Trust shares in Q4 2022, an estimated $79K.
  • Longfellow Investment Management first reported a position in Medical Properties Trust in Q4 2020 and held it in 8 quarters.
  • Longfellow Investment Management's Medical Properties Trust position peaked at $238K in Q1 2021.
  • 639 funds tracked by Wall St. Rank held Medical Properties Trust as of Q4 2022.

Based on Longfellow Investment Management's 13F filing for Q4 2022, filed 9 Feb 2023.