Mackenzie Financial
MPT

Mackenzie Financial’s Medical Properties Trust MPT Stock Holding History

Mackenzie Financial’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
Q4 		– Sell
-13,741
Closed -$68K – 1554
2023
Q3 		$68K Sell
13,741
-4,217
-23% -$33.8K ﹤0.01% 1387
2023
Q2 		$171K Sell
17,958
-1,781
-9% -$15.1K ﹤0.01% 1362
2023
Q1 		$162K Sell
19,739
-4,886
-20% -$53.9K ﹤0.01% 1366
2022
Q4 		$274K Buy
24,625
+14,355
+140% +$167K ﹤0.01% 1122
2022
Q3 		$122K Sell
10,270
-8,045
-44% -$122K ﹤0.01% 1297
2022
Q2 		$280K Sell
18,315
-5,112
-22% -$92K ﹤0.01% 1125
2022
Q1 		$495K Buy
23,427
+504
+2% +$10.9K ﹤0.01% 997
2021
Q4 		$542K Sell
22,923
-25,992
-53% -$557K ﹤0.01% 989
2021
Q3 		$982K Buy
48,915
+8,703
+22% +$178K ﹤0.01% 918
2021
Q2 		$808K Sell
40,212
-108,192
-73% -$2.31M ﹤0.01% 914
2021
Q1 		$3.16M Buy
148,404
+114,021
+332% +$2.45M ﹤0.01% 614
2020
Q4 		$749K Buy
34,383
+22,909
+200% +$446K ﹤0.01% 755
2020
Q3 		$202K Buy
11,474
+1,336
+13% +$24.9K ﹤0.01% 928
2020
Q2 		$191K Buy
+10,138
New +$180K ﹤0.01% 949
2020
Q1 		– Sell
-498,015
Closed -$10.5M – 1134
2019
Q4 		$10.5M Sell
498,015
-22,785
-4% -$461K 0.03% 314
2019
Q3 		$10.2M Hold
520,800
– – 0.03% 330
2019
Q2 		$9.08M Buy
520,800
+30,050
+6% +$541K 0.02% 328
2019
Q1 		$9.08M Sell
490,750
-32,350
-6% -$577K 0.02% 387
2018
Q4 		$8.41M Sell
523,100
-76,700
-13% -$1.21M 0.02% 401
2018
Q3 		$8.94M Buy
+599,800
New +$8.75M 0.02% 361

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 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
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

Mackenzie Financial's MPT Position: Q4 2023 in Review

Mackenzie Financial sold out of Medical Properties Trust (MPT) in Q4 2023, closing a stake of 13,741 shares — an estimated $68K sold.

Mackenzie Financial first reported a position in MPT in Q3 2018 and held it in 20 quarters. The position peaked at $10.5M in Q4 2019. 551 funds tracked by Wall St. Rank hold MPT as of Q4 2023.

  • Mackenzie Financial reported no remaining Medical Properties Trust position as of Q4 2023 after selling out during the quarter.
  • Mackenzie Financial sold 13,741 Medical Properties Trust shares in Q4 2023, an estimated $68K.
  • Mackenzie Financial first reported a position in Medical Properties Trust in Q3 2018 and held it in 20 quarters.
  • Mackenzie Financial's Medical Properties Trust position peaked at $10.5M in Q4 2019.
  • 551 funds tracked by Wall St. Rank held Medical Properties Trust as of Q4 2023.

Based on Mackenzie Financial's 13F filing for Q4 2023, filed 30 Jan 2024.