MRCM
MPT

M&R Capital Management’s Medical Properties Trust MPT Stock Holding History

M&R 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
2024
Q1 		– Sell
-535
Closed -$2.63K – 604
2023
Q4 		$2.63K Buy
535
+399
+293% +$1.95K ﹤0.01% 534
2023
Q3 		$741 Sell
136
-1,400
-91% -$11.2K ﹤0.01% 594
2023
Q2 		$14.2K Hold
1,536
– – ﹤0.01% 351
2023
Q1 		$12.6K Sell
1,536
-400
-21% -$4.42K ﹤0.01% 352
2022
Q4 		$21.6K Sell
1,936
-51,097
-96% -$594K 0.01% 289
2022
Q3 		$628K Sell
53,033
-18,648
-26% -$282K 0.18% 79
2022
Q2 		$1.09M Buy
71,681
+906
+1% +$16.3K 0.29% 57
2022
Q1 		$1.5M Buy
70,775
+3,880
+6% +$83.6K 0.32% 57
2021
Q4 		$1.58M Buy
66,895
+155
+0.2% +$3.32K 0.33% 57
2021
Q3 		$1.34M Sell
66,740
-500
-0.7% -$10.2K 0.3% 60
2021
Q2 		$1.35M Hold
67,240
– – 0.31% 58
2021
Q1 		$1.43M Hold
67,240
– – 0.36% 53
2020
Q4 		$1.47M Hold
67,240
– – 0.33% 56
2020
Q3 		$1.19M Buy
67,240
+800
+1% +$14.9K 0.29% 60
2020
Q2 		$1.25M Hold
66,440
– – 0.33% 55
2020
Q1 		$1.15M Hold
66,440
– – 0.34% 63
2019
Q4 		$1.4M Hold
66,440
– – 0.32% 71
2019
Q3 		$1.3M Sell
66,440
-400
-0.6% -$7.35K 0.3% 77
2019
Q2 		$1.17M Sell
66,840
-1,400
-2% -$25.2K 0.26% 80
2019
Q1 		$1.19M Sell
68,240
-1,300
-2% -$23.2K 0.27% 77
2018
Q4 		$1.12M Sell
69,540
-260
-0.4% -$4.11K 0.29% 74
2018
Q3 		$1.04M Hold
69,800
– – 0.23% 88
2018
Q2 		$979K Sell
69,800
-2,850
-4% -$37.8K 0.22% 90
2018
Q1 		$944K Hold
72,650
– – 0.22% 86
2017
Q4 		$1M Buy
72,650
+2,100
+3% +$28.4K 0.23% 83
2017
Q3 		$926K Sell
70,550
-1,380
-2% -$17.8K 0.22% 89
2017
Q2 		$900K Buy
71,930
+1,060
+1% +$14.1K 0.22% 94
2017
Q1 		$913K Hold
70,870
– – 0.23% 87
2016
Q4 		$871K Sell
70,870
-3,600
-5% -$46.6K 0.24% 87
2016
Q3 		$1.1M Sell
74,470
-150
-0.2% -$2.27K 0.31% 69
2016
Q2 		$1.13M Buy
+74,620
New +$1.06M 0.33% 66

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

M&R Capital Management's MPT Position: Q1 2024 in Review

M&R Capital Management sold out of Medical Properties Trust (MPT) in Q1 2024, closing a stake of 535 shares — an estimated $2.63K sold.

M&R Capital Management first reported a position in MPT in Q2 2016 and held it in 31 quarters. The position peaked at $1.58M in Q4 2021. 510 funds tracked by Wall St. Rank hold MPT as of Q1 2024.

  • M&R Capital Management reported no remaining Medical Properties Trust position as of Q1 2024 after selling out during the quarter.
  • M&R Capital Management sold 535 Medical Properties Trust shares in Q1 2024, an estimated $2.63K.
  • M&R Capital Management first reported a position in Medical Properties Trust in Q2 2016 and held it in 31 quarters.
  • M&R Capital Management's Medical Properties Trust position peaked at $1.58M in Q4 2021.
  • 510 funds tracked by Wall St. Rank held Medical Properties Trust as of Q1 2024.

Based on M&R Capital Management's 13F filing for Q1 2024, filed 2 Apr 2024.