LCM
MPT

LVM Capital Management’s Medical Properties Trust MPT Stock Holding History

LVM Capital 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
-562,595
Closed -$6.67M – 138
2022
Q3 		$6.67M Sell
562,595
-182,608
-25% -$2.77M 1.02% 34
2022
Q2 		$11.4M Buy
745,203
+21,805
+3% +$392K 1.65% 24
2022
Q1 		$15.3M Buy
723,398
+21,130
+3% +$455K 2.02% 14
2021
Q4 		$16.6M Buy
702,268
+10,261
+1% +$220K 2.21% 15
2021
Q3 		$13.9M Buy
692,007
+18,267
+3% +$374K 2.09% 17
2021
Q2 		$13.5M Buy
673,740
+20,893
+3% +$447K 2.07% 17
2021
Q1 		$13.9M Sell
652,847
-6,725
-1% -$145K 2.25% 16
2020
Q4 		$14.4M Sell
659,572
-6,307
-0.9% -$123K 2.42% 13
2020
Q3 		$11.7M Buy
665,879
+35,872
+6% +$668K 2.28% 17
2020
Q2 		$11.8M Sell
630,007
-13,604
-2% -$241K 2.43% 14
2020
Q1 		$11.1M Sell
643,611
-21,365
-3% -$447K 2.74% 14
2019
Q4 		$14M Buy
664,976
+1,450
+0.2% +$29.4K 2.77% 10
2019
Q3 		$13M Buy
663,526
+3,085
+0.5% +$56.7K 2.76% 11
2019
Q2 		$11.5M Buy
660,441
+2,770
+0.4% +$49.9K 2.63% 13
2019
Q1 		$12.2M Sell
657,671
-31,821
-5% -$567K 2.79% 10
2018
Q4 		$11.1M Sell
689,492
-80,899
-11% -$1.28M 2.9% 11
2018
Q3 		$11.5M Sell
770,391
-8,725
-1% -$127K 2.62% 14
2018
Q2 		$10.9M Sell
779,116
-5,525
-0.7% -$73.2K 2.64% 14
2018
Q1 		$10.2M Buy
784,641
+1,450
+0.2% +$18.6K 2.35% 15
2017
Q4 		$10.8M Sell
783,191
-450
-0.1% -$6.08K 2.44% 15
2017
Q3 		$10.3M Buy
783,641
+3,625
+0.5% +$46.7K 2.46% 15
2017
Q2 		$10M Buy
780,016
+8,762
+1% +$117K 2.56% 13
2017
Q1 		$9.94M Buy
771,254
+29,467
+4% +$377K 2.55% 13
2016
Q4 		$9.12M Buy
741,787
+79,887
+12% +$1.03M 2.52% 15
2016
Q3 		$8.76M Sell
661,900
-61,120
-8% -$925K 2.82% 15
2016
Q2 		$11M Buy
723,020
+2,600
+0.4% +$36.8K 3.18% 10
2016
Q1 		$9.35M Buy
720,420
+8,975
+1% +$102K 2.97% 11
2015
Q4 		$8.19M Buy
711,445
+49,530
+7% +$566K 2.89% 13
2015
Q3 		$7.32M Buy
661,915
+11,500
+2% +$143K 2.64% 15
2015
Q2 		$8.53M Sell
650,415
-8,275
-1% -$115K 2.84% 16
2015
Q1 		$9.71M Sell
658,690
-32,925
-5% -$489K 3.25% 7
2014
Q4 		$9.53M Sell
691,615
-3,775
-0.5% -$50.6K 3.17% 13
2014
Q3 		$8.53M Buy
695,390
+33,490
+5% +$445K 2.8% 14
2014
Q2 		$8.76M Buy
661,900
+4,575
+0.7% +$60.7K 2.82% 15
2014
Q1 		$8.41M Buy
657,325
+134,490
+26% +$1.73M 2.93% 12
2013
Q4 		$6.39M Sell
522,835
-99,050
-16% -$1.26M 2.27% 19
2013
Q3 		$7.57M Buy
621,885
+160,620
+35% +$2.14M 2.85% 11
2013
Q2 		$6.61M Buy
+461,265
New +$7.27M 2.63% 14

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

LVM Capital Management's MPT Position: Q4 2022 in Review

LVM Capital Management sold out of Medical Properties Trust (MPT) in Q4 2022, closing a stake of 562,595 shares — an estimated $6.67M sold.

LVM Capital Management first reported a position in MPT in Q2 2013 and held it in 38 quarters. The position peaked at $16.6M in Q4 2021. 639 funds tracked by Wall St. Rank hold MPT as of Q4 2022.

  • LVM Capital Management reported no remaining Medical Properties Trust position as of Q4 2022 after selling out during the quarter.
  • LVM Capital Management sold 562,595 Medical Properties Trust shares in Q4 2022, an estimated $6.67M.
  • LVM Capital Management first reported a position in Medical Properties Trust in Q2 2013 and held it in 38 quarters.
  • LVM Capital Management's Medical Properties Trust position peaked at $16.6M in Q4 2021.
  • 639 funds tracked by Wall St. Rank held Medical Properties Trust as of Q4 2022.

Based on LVM Capital Management's 13F filing for Q4 2022, filed 3 Jan 2023.