MKA
MPT

M. Kulyk & Associates’s Medical Properties Trust MPT Stock Holding History

M. Kulyk & Associates’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
Q3 		– Sell
-138,637
Closed -$1.28M – 102
2023
Q2 		$1.28M Buy
138,637
+55,648
+67% +$471K 0.36% 57
2023
Q1 		$682K Buy
82,989
+7,332
+10% +$81K 0.21% 63
2022
Q4 		$843K Buy
75,657
+3,856
+5% +$44.8K 0.28% 59
2022
Q3 		$852K Buy
71,801
+28,750
+67% +$435K 0.3% 58
2022
Q2 		$657K Buy
+43,051
New +$775K 0.2% 59

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 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
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

M. Kulyk & Associates's MPT Position: Q3 2023 in Review

M. Kulyk & Associates sold out of Medical Properties Trust (MPT) in Q3 2023, closing a stake of 138,637 shares — an estimated $1.28M sold.

M. Kulyk & Associates first reported a position in MPT in Q2 2022 and held it in 5 quarters. The position peaked at $1.28M in Q2 2023. 541 funds tracked by Wall St. Rank hold MPT as of Q3 2023.

  • M. Kulyk & Associates reported no remaining Medical Properties Trust position as of Q3 2023 after selling out during the quarter.
  • M. Kulyk & Associates sold 138,637 Medical Properties Trust shares in Q3 2023, an estimated $1.28M.
  • M. Kulyk & Associates first reported a position in Medical Properties Trust in Q2 2022 and held it in 5 quarters.
  • M. Kulyk & Associates's Medical Properties Trust position peaked at $1.28M in Q2 2023.
  • 541 funds tracked by Wall St. Rank held Medical Properties Trust as of Q3 2023.

Based on M. Kulyk & Associates's 13F filing for Q3 2023, filed 7 Nov 2023.