MIAN
MPT

Mariner Independent Advisor Network’s Medical Properties Trust MPT Stock Holding History

Mariner Independent Advisor Network’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
Q3 		$673K Buy
56,715
+1,889
+3% +$28.6K 0.03% 431
2022
Q2 		$857K Buy
54,826
+2,073
+4% +$37.3K 0.04% 400
2022
Q1 		$1.12M Buy
52,753
+24,268
+85% +$523K 0.04% 348
2021
Q4 		$668K Sell
28,485
-27,400
-49% -$587K 0.03% 374
2021
Q3 		$1.12M Buy
55,885
+13,923
+33% +$285K 0.05% 314
2021
Q2 		$843K Sell
41,962
-7,359
-15% -$157K 0.04% 363
2021
Q1 		$1.05M Sell
49,321
-3,495
-7% -$75.2K 0.05% 293
2020
Q4 		$1.15M Sell
52,816
-2,469
-4% -$48.1K 0.06% 269
2020
Q3 		$975K Sell
55,285
-10,641
-16% -$198K 0.08% 219
2020
Q2 		$1.27M Sell
65,926
-602
-0.9% -$10.7K 0.12% 189
2020
Q1 		$1.01M Buy
66,528
+41,207
+163% +$862K 0.09% 213
2019
Q4 		$535K Buy
25,321
+1,495
+6% +$30.3K 0.04% 307
2019
Q3 		$460K Sell
23,826
-594
-2% -$10.9K 0.03% 324
2019
Q2 		$422K Buy
24,420
+256
+1% +$4.61K 0.03% 328
2019
Q1 		$446K Sell
24,164
-1,685
-7% -$30K 0.04% 310
2018
Q4 		$428K Sell
25,849
-1,141
-4% -$18K 0.04% 308
2018
Q3 		$402K Buy
+26,990
New +$394K 0.05% 199

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mariner Independent Advisor Network's MPT Position: Q3 2022 in Review

Mariner Independent Advisor Network increased its Medical Properties Trust (MPT) stake by 3.4% in Q3 2022, buying an estimated $28.6K and bringing the position to 56,715 shares worth $673K. The position accounts for 0.03% of the portfolio, ranked #431.

Mariner Independent Advisor Network first reported a position in MPT in Q3 2018 and has held it in 17 quarters since. The position peaked at $1.27M in Q2 2020. 600 funds tracked by Wall St. Rank hold MPT as of Q3 2022.

  • Mariner Independent Advisor Network held 56,715 shares of Medical Properties Trust worth $673K as of Q3 2022.
  • Mariner Independent Advisor Network bought 1,889 Medical Properties Trust shares in Q3 2022, an estimated $28.6K.
  • Medical Properties Trust made up 0.03% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #431 holding.
  • Mariner Independent Advisor Network first reported a position in Medical Properties Trust in Q3 2018 and has held it in 17 quarters since.
  • Mariner Independent Advisor Network's Medical Properties Trust position peaked at $1.27M in Q2 2020.
  • 600 funds tracked by Wall St. Rank held Medical Properties Trust as of Q3 2022.

Based on Mariner Independent Advisor Network's 13F filing for Q3 2022, filed 10 Nov 2022.