Mid Atlantic Financial Management’s Medical Properties Trust MPT Stock Holding History

Mid Atlantic Financial 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
2021 Q3	$322K	Sell	16,032 -4,913	-23%	-$101K	0.02%	634
2021 Q2	$421K	Buy	20,945 +8,595	+70%	+$184K	0.03%	535
2021 Q1	$263K	Sell	12,350 -305	-2%	-$6.56K	0.02%	679
2020 Q4	$276K	Sell	12,655 -1,992	-14%	-$38.8K	0.02%	612
2020 Q3	$281K	Buy	14,647 +158	+1%	+$2.94K	0.02%	543
2020 Q2	$272K	Sell	14,489 -19	-0.1%	-$336	0.03%	516
2020 Q1	$251K	Sell	14,508 -235	-2%	-$4.91K	0.03%	498
2019 Q4	$311K	Buy	14,743 +4,528	+44%	+$91.7K	0.03%	518
2019 Q3	$200K	Buy	+10,215	New	+$188K	0.02%	621
2019 Q1	–	Sell	-10,658	Closed	-$171K	–	749
2018 Q4	$171K	Buy	+10,658	New	+$169K	0.02%	611

Other funds holding MPT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Mid Atlantic Financial Management's MPT Position: Q3 2021 in Review

Mid Atlantic Financial Management reduced its Medical Properties Trust (MPT) stake by 23% in Q3 2021, selling an estimated $101K and leaving 16,032 shares worth $322K. The position accounts for 0.02% of the portfolio, ranked #634.

Mid Atlantic Financial Management first reported a position in MPT in Q4 2018 and has held it in 10 quarters since. The position peaked at $421K in Q2 2021. 564 funds tracked by Wall St. Rank hold MPT as of Q3 2021.

Mid Atlantic Financial Management held 16,032 shares of Medical Properties Trust worth $322K as of Q3 2021.
Mid Atlantic Financial Management sold 4,913 Medical Properties Trust shares in Q3 2021, an estimated $101K.
Medical Properties Trust made up 0.02% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #634 holding.
Mid Atlantic Financial Management first reported a position in Medical Properties Trust in Q4 2018 and has held it in 10 quarters since.
Mid Atlantic Financial Management's Medical Properties Trust position peaked at $421K in Q2 2021.
564 funds tracked by Wall St. Rank held Medical Properties Trust as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.