MVP
MPT

Miller Value Partners’s Medical Properties Trust MPT Stock Holding History

Miller Value Partners’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
-991,000
Closed -$4.87M – 43
2023
Q4 		$4.87M Buy
991,000
+365,000
+58% +$1.79M 2.89% 16
2023
Q3 		$3.41M Sell
626,000
-30,000
-5% -$240K 2.14% 18
2023
Q2 		$6.07M Sell
656,000
-31,000
-5% -$262K 4% 11
2023
Q1 		$5.65M Buy
687,000
+105,000
+18% +$1.16M 0.35% 44
2022
Q4 		$6.48M Buy
582,000
+250,000
+75% +$2.91M 0.42% 42
2022
Q3 		$3.94M Buy
+332,000
New +$5.03M 0.24% 48

Other funds holding MPT

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Miller Value Partners's MPT Position: Q1 2024 in Review

Miller Value Partners sold out of Medical Properties Trust (MPT) in Q1 2024, closing a stake of 991,000 shares — an estimated $4.87M sold.

Miller Value Partners first reported a position in MPT in Q3 2022 and held it in 6 quarters. The position peaked at $6.48M in Q4 2022. 511 funds tracked by Wall St. Rank hold MPT as of Q1 2024.

  • Miller Value Partners reported no remaining Medical Properties Trust position as of Q1 2024 after selling out during the quarter.
  • Miller Value Partners sold 991,000 Medical Properties Trust shares in Q1 2024, an estimated $4.87M.
  • Miller Value Partners first reported a position in Medical Properties Trust in Q3 2022 and held it in 6 quarters.
  • Miller Value Partners's Medical Properties Trust position peaked at $6.48M in Q4 2022.
  • 511 funds tracked by Wall St. Rank held Medical Properties Trust as of Q1 2024.

Based on Miller Value Partners's 13F filing for Q1 2024, filed 7 May 2024.